Can I add an approval process to the Campaign Member object?

Question

We're using Campaigns outside of its traditional use because the default functionality and hierachy structure largely fits purpose for something completely different. We're only adding one or two Campaign Members to Campaigns at a time.

The only snag seems to be that Campaign Member isn't available for use in Approval Processes. Does anyone know of any way around this?

When a user adds a new Campaign Member record to a Campaign, we'd like the user to then be entered into an approval process, so that a selected user must approve the record. So the submitter and the approver must be flexible.

Any ideas?

Thanks!

Jo

Jeff May · Accepted Answer

As you've seen, you can't use an Approval Process, but you can use Workflow Rules and Validation Rules to get the same result.

Use a custom field on the Campaign Member object, maybe a checkbox called 'Approved', that only certain Users can edit (use a Permission Set to assign who). Then, use a WFR to set a field called 'needs approval' when your CampaignMember record meets the criteria you need. An Email Alert on the WFR will tell your Approvers they have work to do.

Finally, when the Approver 'checks' the Approved field, use a WFR to uncheck the 'Needs Approval' field.

For even more control you could use CampaignMember record types, page layouts, and Validation Rules to make a 'read only' view of the CampaignMember between "Needs Approval" and "Approved".

Jo Green · Answer

Thanks - that worked

Can I add an approval process to the Campaign Member object?

Sales And Marketing

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