What i want to do is for example if we changed the status of the campaign member to 'responded' i would like this to autmoatically log an activity against the contact saying 'client responded to campaign'
I have logged activities with workflows as a closed task in the past, but i am unable to log a an activity on a contact when the workflow relates to a campaign member.
Thanks,
1 件の回答
Hi Nathan,
The issue is that the Campaign Member is a junction record between the Campaign and the Lead/Contact, so a workflow on the Campaign Member doesn't provide the same direct activity relationship to the Contact.
If you need an activity created whenever the Campaign Member status changes to Responded, you can handle this with Apex/trigger logic. When the Campaign Member is updated, check for the status change and create a Task with the appropriate WhoId set to the related Contact (or Lead).
For example:
Campaign Member status → Responded
→ Create Task
→ Subject: Client responded to campaign
→ WhoId: related Contact/Lead
If you have a large number of Campaign Members, make sure the solution is bulkified.
