I have the following situation in my workflow. I need to create an opportunity for all the accounts on my target list. This generated opportunity should be linked to both the account and the campaign. The initial idea would be to use the campaign_log, but it’s not working as it should for me, generating the opportunity only when I make changes to the account. I’m really out of ideas on how to create this workflow. Can anyone help?
I’m not sure what you want is possible with a Workflow, but even if it is, those settings don’t seem right, and that “repeated runs” can totally sink your server if this target list is big. It would run for every account, every minute (if that’s the frequency of your cron jobs)!
I advise breaking this problem down in smaller ones:
- An on Save workflow that changes a field inside the same record - to check workflows are triggering
- A WF creating a single opportunity - to see if you’re creating correctly.
- A WF to iterate all the required records
You get the general idea, test each thing separately and work incrementally.
this leads me to think that what you want is a WF on the Targets module… check all targets, if they belong to the list, then do your magic.
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@pgr Is it possible to create a workflow so that every time the status of a campaign is changed to active, it gets associated with the related accounts?
No.
But I don’t think you need that, I’m not sure, but when it starts sending, I believe you can see that in that accounts subpanels
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