[SalesForce] The campaign field is missing from Lead layout in Lightning

When creating a new lead in Lightning, we were able to select the related campaign.
This field is missing from Lightning. I see there is an idea for that: https://success.salesforce.com/ideaView?id=0873A000000CPmxQAG
but with knowing Ideas status, I don't think this will ever get populated (so does the status of this idea).

So, how can we achieve this behavior? but still, use the OOB campaign field on the lead?

Best Answer

Create a custom 'campaign' look up field and add it to the lead page layout. Then set up a process builder to assign leads to the campaign as campaign members on lead creation.

Related Solutions

[SalesForce] How to create an Opportunity in Apex with the standard Primary Campaign Source functionality

You can assign a campaign to the Opportunity's primary campaign source by:

CampaignMember campaign_member = ...;
Opportunity newOpp = new Opportunity(
    ...
    CampaignId: campaign_member.CampaignId,
    ...);

Check the sforce api for Opportunity here.

[SalesForce] How to replicate the “Add to Campaign” button

I don't know if this is exactly what you're looking for, but I actually just borrowed the code from the existing button (warning: may not be future-proof). Here's the button I created:

Label       Add to Campaign     Object Name     Contact
Name        Add_to_Campaign      
Namespace Prefix                Display Type    Detail Page Button
Behavior    Execute JavaScript       
OnClick JavaScript  openLookup('/_ui/common/data/LookupPage?lkpr={!Contact.Id}&lktp=701&enableScopes=1&addToCampaign=1',670,'1','')

This opens a new window for the user to select a campaign, and on selection, they're prompted to set a new status and any other custom attributes for the campaign.

Best Answer

Related Solutions

[SalesForce] How to create an Opportunity in Apex with the standard Primary Campaign Source functionality

[SalesForce] How to replicate the “Add to Campaign” button

Related Topic