Activity Forums Salesforce® Discussions When a new lead is created How to add existing Campaign in Lead Campaign Field using Process Builder in Salesforce?

  • Nikita

    Member
    November 11, 2019 at 4:03 PM

    Hi Prachi,

    1. Open Process Builder:
      • Salesforce Classic: Setup | Create | Workflows & Approvals | Process Builder
      • Lightning Experience: Gear icon | Setup | Platform Tools | Process Automation | Process Builder
    2. Click on New | Enter Process Name. Then click Save.
    3.  Click Add Object. Select Lead.
    4. Select when you need to start the process: only when a record is created or when a record is created or edited.
    5. Click Save.
    6. Set criteria:
      • Enter a Criteria Name (something like Attach Lead to Campaign).
      • Criteria for Executing Actions: Enter the Conditions that must be met for the lead to be added to the campaign if any, otherwise select No criteria—just execute the actions!
      • Click Save.
    7.  Add Immediate Actions:
      • Select the Create a Record Action Type.
      • Enter an Action Name.
      • Select Record Type: Campaign Member.
      • Set Field Values:
        • Campaign Id: 15 digit Id of the Campaign (You will find the Id in the URL of the campaign record).
        • Lead Id (Type: Reference): [Lead].Id
      •  Note: No need to set criteria for any other fields unless they are required in the Campaign Member records.
    8. Save the Process.

Log In to reply.