HI there!
So I have a custom application object where we intake applications for positions and we need to set up email campaigns to update the person who submitted this position. Sometimes one person will submit multiple positions.
So you may have Sally who submits
1. Program Director
2. Development Director
The email campaign softwares like #PredictiveResponse work off of the contact and lead object but the information regarding their positions status when they submitted is on the position object.
We could push the relevant information from position to contact, but if they submit multiple positions at one time we would need to have many stage fields, submitted fields, etc to account for them getting updates for all the different positions...
@Billy Daly and I thought maybe we could use leads and create a new lead with each new position created that holds the status, date submitted, etc and then run reports off of that for email campaigns so that way we could have a new lead with each new position.
Would love to hear your thoughts!
CC: @Kayleigh Collins
@Billy Daly
@Program Management
@Public and Social Benefit (ARCHIVED)
And anyone else who may be doing application related things in salesforce! Cheers and happy Friday!
Hi Elizabeth: Yes, that is a challenge. Have you ever used the Process Builder to automate record creation? With Process Builder you can develop a set of criteria based on the Application object and, if met, a campaign member record could be created using the contact lookup on your Application record. The drawbacks are that this solution is a little more technical and the Process would need to be updated each time you added a new position/email campaign. If you think this might work, I'd encourage you to review the Trailhead on Process Builder to familiarize yourself with the tool. https://developer.salesforce.com/trailhead/business_process_automation/process_builder
