I'm looking for a way to populate the most recent lead campaign and first conversion campaign on an opportunity. I created these fields on the lead which are populated by process builder and pardot.
I'm now looking to populate the first touch and last touch campaign on the opp, but process builder doesn't allow users to reference converted lead information.
Does anyone have a workaround for this? I assume I have to build a trigger, but I'm not very competent in Apex. I feel like there should be a pretty simple solution
8 comments
yes I actually discovered that. They have to reference the same object and actually need to be the same length (if text value). I have the fields mapped and then use process builder to populate the original primary campaign source. Now I can run attribution off the the first touch and last touch. Thanks!
