Create Campaign
Use the Create Campaign action to create a campaign in your Salesforce account.
Complete the following steps to use the Create Campaign action in your workflow:
1. Drag the Create Campaign action under Salesforce to the canvas, place the pointer on the action, and then click or double-click the action. The Create Campaign window opens.
2. Edit the Label, if needed. By default, the label name is the same as the action name.
3. To add a Salesforce connector type, refer to Supported Salesforce Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
4. Click TEST to validate the connector.
5. Click MAP CONNECTOR to execute the action using a connector that is different from the one that you are using to populate the input fields. In the Runtime Connector field, provide a valid Salesforce connector name. For more information about MAP CONNECTOR, see Using Map Connector.
6. In the Campaign Name field, provide the name for the campaign that you want to create.
7. Click Show additional fields.
8. In the Type of Campaign list, select or specify the type of campaign.
9. In the Status list, select or specify the status of the campaign.
10. In the Start Date and End Date fields, click to set the start and end dates of the campaign.
11. Provide the Expected Revenue, Budgeted Cost, and Actual Cost, and Expected Response Percentage of the campaign.
12. In the Parent Campaign ID list, select or specify the ID of the parent campaign.
13. Provide the Description and Number of People Contacted for the campaign.
14. Select Form to provide inputs for individual input fields listed in the form, or select Assign JSON to specify a single JSON with all required inputs.
If you chose Form
Under the Additional Fields section, click Add, and do the following:
a. In the Field Name field, provide the name of the Campaign entity UI field that you want to add. The field name should be similar to the field name specified in the API Documentation.
b. In the Value field, provide the value for the specified field.
Click Add to add multiple field name-value pairs. Click to delete any field name-value pair that you added.
If you chose Assign JSON
In the Additional Fields field, enter all required inputs in the [{"name":"string", "value":"string"}] format.
15. Click Done.
Output schema
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