[SalesForce] Process Builder : Obtaining Id value from text field

We have the following requirement to assign leads to a campaign as soon as they are created.

I am trying to utilize Lightining Process Builder for this requirement.

I am stuck at the place where I need to insert a new Campaign Member (the association of lead to campaign).

As shown in the picture for Campaign Id value I am inputting the below ( [Lead].Campaign_Salesforce_id__c )

It is erroring saying that ID values should contain only 15 or 18 digit Ids.

All of our incoming leads will have a text field (Campaign_Lead_Id__c) which will continue the 18 digit salesforce id of the campaign.

Can someone tell me how am I supposed to set this field's value as Campaign Id value ?

Best Answer

For now that is still a limitation with declarative workflow or process builder. An ID field can either be hardcoded or matched against another ID field to accept its value. A trigger/Apex class can get around this but obviously you need code in order to make that work.

Related Solutions

[SalesForce] Combination of Field values and static text in Process Builder

It would have been possible to launch a flow that would allow for this type of functionality when this was first posted.

Here's how you can accomplish this with the most recent set of updates (Summer '15):

Select the "Opportunity Object and "When a record is created or edited."
Select that the conditions are met for the criteria node

a. Stage has the value of "Closed Won"

b. Select the advanced section and "execute actions only when specified changes are made to the record."
Select the "create a record" option in the immediate actions.

a. Select the record type to be "Case".

b. Set the status and other default values.

Note: Record type above is not equal to "record type" the field, but the type of record being created.

c. For subject, put in: [Opportunity].Name & " has been closed won." Use this formula and save.

Activate the process and test.

Make sure to migrate from a sandbox to production after running all tests in a sandbox environment to ensure no issues with apex (code may need to be updated to accommodate the processes - mostly because of validations / incomplete data in test classes).

[SalesForce] Process builder rule criteria

Try below formula if it works for you:

AND
(
   PRIORVALUE([Contact].Account.AccountNumber) = 't',
   ISNULL( [Contact].Title ),
   ISCHANGED( [Contact].AccountId )
)

You need to compare with = sign.

Best Answer

Related Solutions

[SalesForce] Combination of Field values and static text in Process Builder

[SalesForce] Process builder rule criteria

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