Based on the phone number in the Task, I am trying to associate the Lead to its corresponding Campaign based on the Task's custom phone number field.
PREFERENCE: Not to use Apex. I can do that, but for maintenance purposes would prefer not to. There are several help pages that seem to get cloooooose to this, but when I go to implement, I don't see the things in Salesforce that these help pages say I should. (Like updating a Lead using Process Builder. I can actually see "Lead>" in the YouTube video as an option to update, but it's not in Salesforce itself when I go there.)
Again, I can resort to Apex if necessary, but is there a way to do this using standard functionality?
1 resposta
Hi Steve,
I'm thinking about a solution and the main question is : How to link a campaign to a created task without any development.
So it's about creating (and perhaps editing also) tasks action and we should think about "out of the box" features first.Our options are :
- Workflow rule
- Not possible, cannot related text or phone number fields to lookup
- Process builder
- Same issue
- Formula field
- We do not have any lookup formula field unfortunately..
To be honest i'm not sure it's possible to do it without custom develoment.
The real porblem is that we should query the campaign Object to find the record based on the phone number.
A simple trigger can resolve the problem easalieven if I understand the maintenance purpose we all encoutered every time.
SELECT Id, Name, campaignPhoneNumber__c from Campaign WHERE campaignPhoneNumber__c =: taskPhoneNumber__c
Hope this helps,
Boussad- Workflow rule
