My company uses SnapLogic to transfer new "leads" into SFDC. I need all of these leads to go into various campaigns (to then enter different nuture campaigns, etc). Is there a way to setup a trigger or workflow to move these leads into campaigns? Or is this a manual process that will need to be done on a daily basis? HELP!
1 answer
If you have control over how SnapLogic sends the Leads, you can set the Campaign Id field on newly created Leads to automatically assign them to certain Campaigns. That's probably the easiest way to do it.
Unfortunately, since a Lead is assigned to a Campaign via a Campaign Member record, and workflow rules don't allow you to create new records (with the exception of Tasks), those aren't an option.
A Trigger is certainly an option, but that will require custom development. The developer boards are the best place for help if you want to go that route, developer.force.com, and click the Boards tab.
