Active Campaigns
One annoyance with Campaigns in Salesforce.com is that if you don’t mark them as Active, they don’t show up as you would expect them to. So one of the hurdles to using Campaigns is that the first few you create are screwed up from the start. Even experienced users forget to hit the Active checkbox sometimes.
I was just telling a customer that yes, this is annoying, but there isn’t anything we can do about setting a default value on a standard field like Active when it came to me. Use a Workflow rule to mark every new Campaign as Active. Then, if a user really wants to make it inactive, they can, but out of the box all Campaigns will be set up correctly.
This package contains a workflow rule that fires only on new Campaigns that have the Active checkbox unchecked. It then calls a field update and changes the Active checkbox to true.
Simple. Just install the package and active the workflow rule.
August 31st, 2007 at 12:54 pm
I love it! This workflow rule is handy (I too forget to check that box sometimes), but the idea itself - using a workflow rule to tidy up after myself and my co-workers - is invaluable. Thanks for planting this brilliant seed!