Record Triggered Flow to add a Campaign Member into a Campaign automatically | Record Triggered Flow

In this video, I provided the solution for a Business Usecase i.e whenever a lead status changed to working contacted add that lead to the existing campaign as a campaign member so I use record triggered flow for that.
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[@lilihuyen5132]

Amazing. Thanks for sharing! Love the way you teach but not only show!

[@salesforcegeek]

Thanks for watching!

[@Naffnick1]

This was absolutely perfect. It solved exactly the problem I was having (especially the error when the lead was already a Campaign Member).Thanks Salesforce Geek!

[@salesforcegeek]

Anytime :)

[@meenakshijoshi7561]

Hi can you share the video of update last touch campaign

[@marahstudniski7876]

Just what I needed. Thank you!

[@salesforcegeek]

Glad it helped!

[@becfu1814]

thank you for this, it was extremely helpful!!

[@salesforcegeek]

Glad it was helpful!

[@RinaShirpurkar]

But what if the lead is a custom object , then how we can achive this senario.

[@sheebas585]

Thank you for this video, helped to solve the use case mainly to handle the duplicates

[@salesforcegeek]

Anytime :)

[@harishmaramreddy537]

Hi all, I have one scenario based on 2 different campaign names i need to create different campaign member each means based on campaign name i need to get campaign id how to do this

[@swathik-j8l]

Hi, If Contact is A campaign member, add another campaign B also for that Contact, is that possible with flow? If yes, please advise steps

[@sivareddydornala5818]

@salesforcegeek can you do video on this scenario with the help of screenflow. Allow filter of picklist field values based on record type.

[@madhupriya6942]

Excellent.. Very well explained.. Thank you

[@salesforcegeek]

Anytime :)

[@bhassett123]

This was great and super helpful! I use a check box to add someone to the campaign instead of status. Where in the flow would I put the action to remove the record from the campaign if the box is no longer checked?

[@salesforcegeek]

In this case you need to use delete record element and delete the campaign member record.

[@Ram-rx8ql]

Great solution! By the way, do you also happen to have a solution where you can add the Child Campaign member to Parent Campaign Member? Thanks a lot!

[@Meghanachinni-c7l]

send flow scenarios and trigger scenarios

[@MrFokoff]

Hi @salesforcegeek So I found this extremely insightful. I am trying to do something ele, and getting an issue in the triggering. We already have leads and contacts linked to campaigns. and wanting to create a task for lead/contact owner when there id designated activity with marketing material. So when the external system updates campaign member status, to create a task for lead/contact owner. I have structured it with decision blocks, to discern when to create the task, then to decide between lead and contact, and finally to ensure goes to right business unit. after all of this, it would create a task associated against lead/contact and assigned to owner. But for some reason, this is not triggering to create the related task on the record. and not sure the reason.

[@salesforcegeek]

I’ll check it this weekend

[@MrFokoff]

@@salesforcegeek Thanks so much. as trying to communicate to sales reps when leads/contacts engage in marketing assets. tohelp inform more meaningful reach out Just unsure if there is a limitation on decision elements, as when I curtail the amount of decisions, then all runs. but need the level of complexity, due to product segments and also BDR instead of AE notification

[@shreyaaggarwal5201]

Hello Sir, I am not able to create a flow for a requirement i.e., if we change the status picklist field value on campaign object to A then the campaign member object status should have values x, y and z and when we change to B on campaign status then member should have status value m,n,and o. Hope I have made the requirement clear. Please help me solve this problem.

[@evaldaszaranka7907]

Great video! Thanks

[@salesforcegeek]

😀😃

[@nileshpatil1000]

Campaign - campaign member- one field update then new campaign is created , by using flow how

[@salesforcegeek]

I didn’t get you.

[@nileshpatil1000]

In campaign campaign member add lead , when we update campaign member field one more time new campaign record creted how

[@reeyasharma5628]

Hello sir I have gone through salesforce useful workflow rules pdf There is a question to set a default Entitlement for each new case. In this example we have to assumes that there is an active autolaunched flow who looks up relevant Entitlement based on account, asset and contact Can you please help me with this question.

[@salesforcegeek]

Please share the pdf link

[@jennifershaw3199]

If you were to just put the campaign ID directly into the create campaign member create record piece then would it illuminate the need for the get campaign record step? Update: the answer is yes!

[@salesforcegeek]

that's where most of the people get it wrong it's not a best practice what you are suggesting is hardcoding once your flow move from sandbox to production it will id of the campaign might change and your flow will break, NEVER HARD CODE ID's instead dynamically fetch them with the help get record element or store them in a custom label setting or metadata.

[@jennifershaw3199]

@@salesforcegeek Good to know! Thanks for the response and feedback.

[@SidharthSoam]

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[@salesforcegeek]

❤️❤️

[@SidharthSoam]

👍🏻👍🏻👍🏻👍🏻👍🏻

[@salesforcegeek]

♥️♥️