
What are you trying to do? You would have a ton of custom objects if you create one on a change.
Are you trying to set settings on a custom object that is related to the customer?
is there a way to automate the creation of a custom object? For instance, when the status a of contact changes, I'd like to be able to create a new object.
Thanks
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What are you trying to do? You would have a ton of custom objects if you create one on a change.
Are you trying to set settings on a custom object that is related to the customer?
Hey Jeff,
I'm trying to create a "deals" object whenever a "contact" achieves a certain status. Essentially creating a new project for a contact.
After doing a little research, this doesn't seem possible unless done through the api.
If you just have 1 deal per person. You could setup a custom object called deals, with a 1 to 1 relationship to the customer. Whenever you get a new customer set that custom object to the customer.
https://www.screencast.com/t/Cdc55odv
Once you do that in any campaign you can set the fields normally.
Edit: Then again if it is a 1 to 1. You could just create fields on the customer itself. So I am guessing you are doing more than 1 deal.
Good luck!
right.. that's exactly how i have it setup. I have the custom object "deals" with a one to one relationship. My issue is automatically creating a new deal when a customer's status is changed.
To clarify, this means automatically adding a custom object RECORD, not a new custom object definition.
This is especially important for Deals. e.g. Sales Stage (custom field) status changes to Prospect = create Deal.
This has been asked several times in the FB User community just this month. Really want to avoid an external custom API build just for this one feature.