Currently I am using a campaign to track the status an offer sent to customers. These were sent to
Contacts which are attached to an
Account. Here's the tricky part: The
Opportunity that is being used to track the offers are not related to the
Account, but DO share naming conventions.
Account: ABCD-1234 /
firstname.lastname@example.org is not related in SF to
Opportunity: ABCD-1234-Offer /
When the opportunity status changes from
Contract Sent or
Not Started TO
Closed Won or
Closed Lost, update that campaign member's status from
Is there a way I can update the campaign from the contact for a change in opportunity?