function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Melisande PerronMelisande Perron 

Triggering a workflow when Lead is added to a Campaign

I need to update a custom picklist field, "Program",  on the Lead object when a Lead is added to a campaign.  I created a workflow on Lead, with criteria: Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria.  The rule criteria is:
Campaign.Name  = 'Soccer' &&
ISPICKVAL(Campaign.Status, 'Joined')
I activated the rule, but it is not firing. 
I have tried different rule criteria, such as CampaignId='701U0000000xMD3', and have tried using Campaign Member as the rule object, but that won't work because I need to update field on Lead.

Does this require an Apex trigger to work?  I am not a coder...

Thanks for any help!
Meli
 
Best Answer chosen by Melisande Perron
Rahul SharmaRahul Sharma
I think workflow on lead won't fire when you add a Lead to Campaign as a Campaign member.

All Answers

Rahul SharmaRahul Sharma
I think workflow on lead won't fire when you add a Lead to Campaign as a Campaign member.
This was selected as the best answer
Melisande PerronMelisande Perron
I agree and that is exactly why I created this question.  I am thinking it needs an Apex trigger to work across these objects.

Thanks for your reply.
Alfredo García 6Alfredo García 6
How wonderful you have solved a lot of doubts I had about this topic, my program is hosted in listaswiseplayonline (https://listaswiseplayonline.com/futbol) if you want to take a look at it.