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Shiva Venu
How to get campaign Type value on Lead
We have a campaign type pickvalue field added on Lead which is the replica or Type in Campaign object.
When a lead is created and associated to campaign, we need the Campaign Type field to add the Type value of associated campaign on lead.
Also, when lead receive new campaign response, the campaign type should get updated according to the new campaign associated.
When a lead is created and associated to campaign, we need the Campaign Type field to add the Type value of associated campaign on lead.
Also, when lead receive new campaign response, the campaign type should get updated according to the new campaign associated.
Hi Shiva,
You can achiece this by following below steps :-
1. creating a trigger on Lead object
2. Query the campaing record to which you want to associcate this lead
3. Fetch the Campaign Type and assigng the Lead Type and update the lead record
Please let me know if this works for you.
Regards,
Priya Ranjan
My Requirement:
- Field on Campaign : Type (Pick value - Conference, Tradeshow, Event)
- Field on Lead: Campaign Type(Pick Value - Conference, Tradeshow, Event)
When a lead is created and campaign is associated, Type value of campaign should get updated on Lead - Campaign type. Also, if a lead is updated with new/other campaign, the campagn type on lead should also get updated.