i have red a few posts but I found no conclusion for myself.
I want to have a relationship between Campaign Member and the Account of the Contact, who is a Campaign Member in this Case. It should be like the lookup ContactID for example.
Atm I have only a field which shows the name of the company of the contact, but that is not really good link..
Thanks in advance.
8 answers
They'll be different. If you were just displaying the ID, that could be a formula field. To have it be a link to the Account, it'll need to be a lookup field and then you'll have to use process builder to populate the Account anytime a Campaign Member is created using a Contact.
So, your process builder would run on the Campaign Member record and the criteria would be if the Contact ID is populated (Thus, we know the Campaign Member is a Contact and not a Lead), then populate the Account lookup field and reference the Contact's Account ID as the value to use to determine which Account gets populated in the lookup field.
