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Automatically Assign Salesforce Leads to Campaigns as Campaign Members on Lead Create or Update

Дата публикации: Sep 24, 2026
Описание

When a Salesforce Lead is created or updated, you can automatically assign it to a Campaign as a Campaign Member using a record-triggered Flow. This removes the need for manual Campaign Member assignment and ensures every qualifying Lead is tracked against the right Campaign.

Решение


Create a Flow that adds the Lead you’re creating or modifying to a Campaign

 

1. Open Flow Builder:

Salesforce Classic: Setup | Create | Workflows & Approvals | Flows
Lightning Experience: Gear icon | Setup | Process Automation | Flows


2. Click New Flow | Record Triggered Flow | Enter Flow Name. Then click Save.
3. Click Add Object. Select Lead.
4. Select Configure Trigger: A record is created or updated.
5. Click Save.
6. Set Entry Conditions: As per the requirement

7. Add Create Records Element:

      1. Enter Label. 
      2. Select the Create a Record of This Object: Campaign Member. 
      3. Configure the Create Record Element as per the below configuration. 

Create Records element configuration setting the Campaign Member object and mapping Lead and Campaign fields

Note: Configure the Set Field Values for the Campaign Member as per the requirement.

8. Save and activate the flow.

Once you complete the steps above, the Campaign will appear in the Campaign History related section of the Lead records.

Create Records element configuration setting the Campaign Member object and mapping Lead and Campaign fields

Номер статьи базы знаний

000388103

 
Загрузка
Salesforce Help | Article