Hello,
one of our business processes establishes that when a task is related to a specific Campaign (the association with a Campaign is mandatory) the involved Contact must be a member of that Campaign.
Unfortunately, my users often forget to check this condition. As a workaround I created a Process that everytime a task is created a new Campaign member record is created in the same Campaign related to the task. Of course, it works perfectly only when the Contact is not a member of the Campaign. The process fails if the Contact was already added in that specific campaign (good users) as the system finds a duplicate.
I understand I should add a condition that checks if the the Contact is not already a member but cannot find the way.
Any suggestion?
Hi Mimma,
Using process builder, I'm afraid I don't see how you could do that. You will need to convert this logic into a Flow which would receive the record and campaign IDs, use a lookup step to determine if it exists in the campaign, and add if necessary.
Process builder can't perform queries, so there's no way to check if anyone is a campaign member.
