Wedid: Campaign Response Tracking

Challenges

Faced with some restrictions using Enterprise Edition this client requested multiple automatons in regards to tracking their clientele responses for running campaigns targeting existing clients response on prospective products being added to the Product List (assessing product validity) using the campaign object.

Solution:

By creating a custom object and reusing the same process builder where applicable around the campaign object, the limitations within Enterprise edition were able to be maintained, from creating child records to assigning tasks to the different account owners, campaign member status update, updating and closing all tasks associated once the information had been collected.

Related Objects Campaign, Campaign Members, Custom Collection Object
Components Process Builder, Enterprise Limitations
Complexity Medium