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.
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.
||Campaign, Campaign Members, Custom Collection Object
||Process Builder, Enterprise Limitations
Why are we not able to insert new values to the Campaign Member status field via the Administrator Setup screen just like any other normal picklist field?
This is because the status field picklist value is stored in a standard object called CampaignMemberStatus and it is campaign specific (this means that each Campaign record will have their own specific status picklist value).
How to add new status value?
1. View the Campaign record.
2. Click on the ‘Advanced Setup’ button.
3. Edit the Status or click ‘Add More’ for new status.
Data model relationship:
Insert values using data loader:
Yes, you can use data loader to insert new records into the CampaignMemberStatus object. Note that you will need to include CampaignId field is populated because each status will need to be to related to one Campaign.
How to automate this:
You can try to search for any 3rd party app in AppExchange to automate the process.