My specific use case is that we have a third party app creating opportunities for new donations that come in via API. I cannot set the default campaign to be our own - it must be the one generated by and tied to their system. I'd like to create a process via process builder to update this value anytime a new record is created of this type, avoiding a manual update of each individual record each time a donation comes in.
Is updating the primary campaign source really all that is required? I didn't work much with campaigns in my last (non-NPSP) Salesforce org, but I was under the impression I had to manage the campaign member record when making changes like this. However, according to the documentation linked below, it seems that NPSP can be setup to automatically add contacts to campaigns based on primary campaign source and will update again once an opportunity is closed. Will I have to make sure to set the stage of the opportunity as well?
Thank you for any help.
