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Opportunity > Primary Campaign Source based on Account Campaign Member

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.

Kĩ năng: Salesforce.com, Phát triển ứng dụng Salesforce, Kiến trúc phần mềm, Kiểm tra/QA, Kiểm tra phần mềm

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Về Bên Thuê:
( 3 nhận xét ) Bergenfield, United States

ID dự án: #29384796

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(1 Nhận xét)
2.4

10 freelancer chào giá trung bình $20/giờ cho công việc này

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7.2
(21 Nhận xét)
6.6
tangramua

Hello David G.,   We have 20 years of strong experience in Testing / QA, Software Architecture, Software Testing, [login to view URL], Salesforce App Development, as a result, we can successfully complete this project.   Pl Thêm

$25 USD / giờ
(14 Nhận xét)
5.9
DeepikaSharma13

hey:) Hope you are doing good ... We are a top-notch Salesforce Certified Administrator and Developer. "100% Job Success Score and TOP-RATED Freelancer" After a proper understanding of your requirement.I thought I am Thêm

$15 USD / giờ
(33 Nhận xét)
5.6
nimblechapps

Hey, I hope you are well. We will help you set up an automation process on Opportunity object to automatically add a primary campaign source from the latest campaign history on account record if it's left blank. # We Thêm

$23 USD / giờ
(7 Nhận xét)
5.0
mmadi

Hi there. I am very interested and confident with your project. Because I have rich experienced in Salesforce App Development, [login to view URL], Software Architecture, Software Testing, Testing / QA I can provide p Thêm

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(5 Nhận xét)
4.5
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 Thêm

$15 USD / giờ
(1 Nhận xét)
1.6
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 Thêm

$22 USD / giờ
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0.0
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 Thêm

$20 USD / giờ
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