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So we all use Campaigns quite a bit, and it's not unusual to see Contacts in Campaigns of all sorts: email, direct mail, event, etc. However, sometimes there are specific Campaigns which represent important engagements. What's the best way to surface membership in those up to the Contact into fields like a Date Participated or similar?

 

I know there's a few ways to do this conceptually (Apex being one of them) but I'm wondering what folks have done before and what seems to work best.

 

@Salesforce.org System Administrators 

4 Antworten
  1. 2. Juni 2016, 15:22

    It sounds like you want to filter a related list view - it is on the roadmap, but it can't hurt to vote it up:

    https://success.salesforce.com/ideaview?id=08730000000BrbgAAC

    A workaround (simple enough to make you wonder why you didn't think of it first) is to use a process to flag the important records. Then use flagged records in a second related list:

    https://douglascayers.wordpress.com/2015/11/18/salesforce-filter-related-lists-without-code/
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