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Preeti Shetty Add to campaign button to update contact fields
Hi All,
In contacts I have two custom text fields called Secondary Source and opportunity Source. When I add the contact to a campaign I want the secondary source to be populated to the name of the campaign and Opportunity Source to be populated to the field campaign type (which is picklist field). Everytime I add the contact to a new campaign the source field should get updated. Is this possible??
In contacts I have two custom text fields called Secondary Source and opportunity Source. When I add the contact to a campaign I want the secondary source to be populated to the name of the campaign and Opportunity Source to be populated to the field campaign type (which is picklist field). Everytime I add the contact to a new campaign the source field should get updated. Is this possible??
We cannot cross object field updates on Campaign member object. So the only solution, which I believe is a trigger on Campaign Member object, where you check for the contact and associate the values.
When a contact is added to a campaign, then it is an insert on the campaign member object. So a trigger would suffice.
Hope this helps!