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Trigger a workflow off API campaign member creation?
I am trying to trigger a workflow when I create a Campaign Member. In the Salesforce help files, it says that this can be done whenever a new lead is created from your website using the web to lead. I am not creating leads and campaign members through web to lead though, I am doing it through .NET and the Force API. Can anyone recommend a good approach for triggering a workflow off a Campaign Member in my scenario?
As an update, Campaign Member workflow will be released with Summer '09 so you can do email alerts, outbound messages, and field updates on Campaign Member.
This might make your life easier moving forward.
All Answers
As an update, Campaign Member workflow will be released with Summer '09 so you can do email alerts, outbound messages, and field updates on Campaign Member.
This might make your life easier moving forward.
I see that workflow is enabled for campaign members but one of the action (creating task) is missing. We have a need ot create follow-up task for the campaign member owner when the campaign member status changes from the default "Added" to "Sent".
How to accomplish this?
Currently you cannot associate a task with a campaign member, so the best workaround is to associate tasks with the lead or contact. You'd need to use Apex to accomplish this.