Create Campaign
Use this action to create a new campaign in your Salesforce account.
Using the Create Campaign Action
To use this action in your workflow, connect it to ThingWorx Flow. To connect to the flow, do the following:
1. Drag the Create Campaign action under the Salesforce connector to the canvas, place the pointer on the action, and then click or double-click the action. The Create Campaign action window opens.
2. Edit the label name, if needed. By default, the label name is same as the action name.
3. To add an authorization, refer to the section Authorize Salesforce in the Salesforce connector topic.
If you previously added an authorization for Salesforce, select an authorization from the list.
4. In the Campaign Name field, enter the name for the campaign you want to create.
5. Click + to view the additional fields:
Select or specify the Type of Campaign from the list.
Select or specify a Status for the campaign.
Click to select the Start Date and End Date for the campaign.
Enter the Expected Revenue, Budgeted Cost, and Actual Cost for the campaign.
Enter the Expected Response Percentage,Parent Campaign ID, and Description for the campaign.
Enter the Number of People Contacted for this campaign.
Click Add to enter the additional information present in the user interface of campaign entity.
Field Name—Name of the Campaign entity user interface field that you want to add. The field name should be similar to the field name specified in the API Documentation.
Value—Value for the specified user interface field.
Click Add to enter multiple additional fields.
6. Click Done.