Opportunity > Primary Campaign Source based on Account Campaign Member

Përfunduar Postuar 3 vite mё parё Paguhet në dorëzim
Përfunduar

I would like to solve for this use case leveraging declarative Salesforce tools (Flow or Process Builder).

[Background in this org, we've enabled the "Add Account as Campaign Member" functionality, which is now available with the Spring '21 Release].

We need to build automation in Salesforce to accomplish the following:

Anytime an Opportunity is created in Salesforce, if the Opportunity > Primary Campaign Source field is blank, we need to look at the Account > Campaign History. 

If this Account was included as a Campaign Member in any Campaign within 60 days prior to the Opportunity creation date, then auto-populate the Opportunity > Primary Campaign Source with the ID for the most recent Campaign.

Salesforce.com Zhvillim Aplikacionesh për Salesforce Arkitekturë softuerësh Testim / Procese të Sigurimit të Cilësisë (QA) Testim Softuerësh

ID Projekti: #29384796

Rreth projektit

10 propozimet Projekti në distancë Aktiv 3 vite mё parё

Është zgjedhur fitues:

(1 përshtypje)
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10 profesionistë freelancer dërguan një ofertë mesatare prej $20/orë për këtë punë

AniketB90

Hello, I am Rutuja From EncureIT Systems and I can understand that you are looking to solve for this use case leveraging declarative Salesforce tools (Flow or Process Builder). We have a highly qualified team for the Më shumë

$15 USD / orë
(1 përshtypje)
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gadinagendra333

I am Quality Assurance Software Engineer having a Strong experience(3.6years) in Software Testing. I will test website/Application and will try to find maximum bugs so you can deliver bug-free product to the End-users Më shumë

$22 USD / orë
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ImtiyazAliJafri1

Hello, We are a passionate team of salesforce certified admin and developer. Salesforce CPQ/ Service Cloud/ Community Cloud/ Lightning Task/ API Integration/ Configurations & Customization/ App Development/ App Exchan Më shumë

$20 USD / orë
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