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Set Primary Campaign Source on Opportunity #4

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karamcintyre opened this issue Nov 30, 2017 · 0 comments
Open

Set Primary Campaign Source on Opportunity #4

karamcintyre opened this issue Nov 30, 2017 · 0 comments

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@karamcintyre
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Current State: When an Opportunity is first created with a value in the custom Contact field, a trigger in the HEDA Trigger Handlers creates a Contact Role for that Contact. This does not currently kick off the system process that sets the Primary Campaign Source based on the recent campaigns associated to that Contact. Currently, this field can only be set using an Interaction Mapping, which means it will only be set when an Interaction record creates or updates an Opportunity, and it will be updated every time an Interaction updates an Opportunity.

Opportunity to expand: More research needs to go into how and when the system process runs to determine why the current state of the code does not result in the Primary Campaign Source being set.

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