Hi! I'm wondering if anyone might be able to help me figure out how to have the Primary Campaign Source field in PatronManager automatically auto populate to the correct campaign when a new donation gets entered into the system? For example, with new donations that roll in, the Primary Campaign Source is always blank, and I need to go in and manually update every single record to be in the correct current fiscal year campaign. It is time consuming and something I'd rather not have to do. I did some research and found out about flows. I did do some of the Trailhead modules on this topic, and played around with creating a flow both in the Trailhead sandbox, and an actual real flow that I hoped would work. I'm still quite new to Salesforce, and it seems that the flow I created did not work. I'm stumped and would really appreciate some help. Thank you!
Here are some screenshots that might be helpful:
Under "Donation Details", I search for the correct fiscal year campaign in the "Primary Campaign Source" search box. We have a New Donations Report that automatically generates all of the new donations for a given month. From this report view is where I will go in and click on "Enable Field Editing" so I can quickly update multiple fields at one time that have been left blank by the system. Yes, we do have multiple campaigns running at a time. I suppose that would be an option, but it could get tricky with the Opportunities that are not donations.
