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Hi Prachi,
- Open Process Builder:
- Salesforce Classic: Setup | Create | Workflows & Approvals | Process Builder
- Lightning Experience: Gear icon | Setup | Platform Tools | Process Automation | Process Builder
- Click on New | Enter Process Name. Then click Save.
- Click Add Object. Select Lead.
- Select when you need to start the process: only when a record is created or when a record is created or edited.
- Click Save.
- 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.
- 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.
- Save the Process.