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.

Навыки: Salesforce.com, Разработка приложений для торгового персонала , Архитектура ПО, Тестирование / QA, Тестирование ПО

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О работодателе:
( 3 отзыв(-а, -ов) ) Bergenfield, United States

ID проекта: #29384796


(1 отзыв)

10 фрилансеров(-а) готовы выполнить эту работу в среднем за $20/час

(24 отзывов(-а))
(21 отзывов(-а))

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 Больше

$25 USD / час
(14 отзывов(-а))

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 Больше

$15 USD / час
(33 отзывов(-а))

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 Больше

$23 USD / час
(7 отзывов(-а))

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 Больше

$15 USD / час
(5 отзывов(-а))

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 Больше

$15 USD / час
(1 отзыв)

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 Больше

$22 USD / час
(0 отзывов(-а))

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 Больше

$20 USD / час
(0 отзывов(-а))