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Edward Scott 17
Trigger or flow to fire from campaign member to contact on contact edit
Hi,
I am writing to ask if anyone knows a way to create a flow that will fire from campaign to the source campaign field on the contact object.
A little background I just wrote a trigger that sorts the names of the campaign in descending order based on date and fires the name of the most recent campaign to the source campaign field on the contact object. This will work moving forward but I am hoping there is something I can do to clean up the contacts that are already apart of campaigns.
I am thinking the only way is to create a flow and call that from a process builder on edit and do an upload but I am not sure how to create the flow.
Thanks in advance for your help,
Ed
I am writing to ask if anyone knows a way to create a flow that will fire from campaign to the source campaign field on the contact object.
A little background I just wrote a trigger that sorts the names of the campaign in descending order based on date and fires the name of the most recent campaign to the source campaign field on the contact object. This will work moving forward but I am hoping there is something I can do to clean up the contacts that are already apart of campaigns.
I am thinking the only way is to create a flow and call that from a process builder on edit and do an upload but I am not sure how to create the flow.
Thanks in advance for your help,
Ed
You can do it even with the process builder .. did you tried
I haven't tried a process builder but if I can do it there that works as well. Thanks