Not sure what fields to Choose

[jillmyers]

Hello,

I am trying to build a Concatenate rollup to tell me all of the campaigns a particular lead is in. I want to either roll up the Campaign names, or the Campaign ID's. However, I cannot seem to get either to work. Any guidance on fields to choose would be greatly appreciated.

I have screenshot my first attempt:

Thanks!

[streetyouth]

It can be tricky to make campaign memberships rollup to contact and or leads. I managed to do it. The trickiest bit was deploying The trigger on the campaign member. It required a little bit of extra test code which I found by googling. I also found that it was not reliable in real time mode – perhaps my fault. I do have the five most recent campaign summarized on every contact and it updates nightly.

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On Fri, Apr 27, 2018 at 1:50 PM jillmyers ***@***.***> wrote: Hello, I am trying to build a Concatenate rollup to tell me all of the campaigns a particular lead is in. I want to either roll up the Campaign names, or the Campaign ID's. However, I cannot seem to get either to work. Any guidance on fields to choose would be greatly appreciated. I have screenshot my first attempt: [image: screen shot 2018-04-27 at 12 49 32 pm] <https://user-images.githubusercontent.com/28907558/39379736-77532248-4a19-11e8-8e80-b175debcf92d.png> Thanks! — You are receiving this because you are subscribed to this thread. Reply to this email directly, view it on GitHub <#680>, or mute the thread <https://github.com/notifications/unsubscribe-auth/AQaRD6pkIgUKSwOdVFGNjiUfnN1QMuj1ks5ts2hqgaJpZM4Tq2Tq> .

[mountainmonk]

@streetyouth

I have a similar end goal - congrats on solving it! Hope you had a moment to for a couple questions:

1. Can you clarify what you mean by requiring extra test code? Is it just for code coverage? Something else entirely?
2. Did you build a rollup for leads and contacts, or just leads? If both, did you deploy just for leads? I'm running into an issue where deploying from the Contact rollup window gets me this issue
3. Which Calculation Mode is declared on your rollup? I read elsewhere that even if scheduling, some circumstances operated best with Calc Mode = Process Builder

Appreciate any help you can afford. :)

[jillmyers]

@streetyouth Any insight into the campaign member trigger modification would be greatly appreciated.

Thanks!!

[DanDonin]

Campaignid isn't what relates leads to campaign member I think the field is LeadId and for contacts it is ContactId. The tricky part will making it not fire on campaign membership changes where it is a converted lead as it will have a LeadId and ContactId and the lead update will fail as the record is locked. It should fail silently if you don't mind a ever growing error log.

[afawcett]

@mountainmonk take a look at this thread > #197

[aheber]

I'm going to go ahead and close this but is anyone comes here with similar questions, questions like this are better supported through the Trailblazer Community Group and the awesome group of people there.