My goal is to add specific Opportunity Contact Roles from contracted Opportunities as Campaign Members. Also, when the Opportunity stage changes to "Cancelled", associated Campaign Members (Contact Roles related to cancelled Opportunity) should be removed from that Campaign.
Is this scenario even achievable? If so, would you kindly give me some guidance where and how to start?
Thank you for your help,
Lakis
2 answers
Hi Nikhil,
Actually, the above requirement is feasible both by Process Builder and Mass Action Scheduler (https://douglascayers-org.github.io/sfdx-mass-action-scheduler/) or by Adding Contacts to Campaign via Report Subscription (https://douglascayers.com/2015/07/06/salesforce-automate-adding-contacts-to-campaign-via-report-subscription/).
Works perfectly!
Cheers,
Lakis
