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Thomas DeSelms 7 How to update Campaign Member status dynamically from a custom object field?
I am attempting to update the Campaign Member status depending on the edit of a picklist field on a custom object called Application. Applications records have the Campaign ID and Contact ID as lookup fields in them.
For example, ABC applies to one of our programs, in Salesforce an application record and campaign member record are created for ABC. When the application status field is changed from New to Rejected, I want the campaign member status field to change from Registered to Denied.
I'm pretty sure I can use process builder with flows to do this. As in have a process that runs when an application is edited and use flows to capture the Contact ID and Campaign ID on the Application record as input variables to use in the process builder to locate the Campaign Member record and update it. That's my loose understanding. Can anybody help and give me more indepth directions?
For example, ABC applies to one of our programs, in Salesforce an application record and campaign member record are created for ABC. When the application status field is changed from New to Rejected, I want the campaign member status field to change from Registered to Denied.
I'm pretty sure I can use process builder with flows to do this. As in have a process that runs when an application is edited and use flows to capture the Contact ID and Campaign ID on the Application record as input variables to use in the process builder to locate the Campaign Member record and update it. That's my loose understanding. Can anybody help and give me more indepth directions?
Please follow below steps.
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Regards,
Nagendra.P