Real-World Scenario:
At NeoBuzz Electronics, the marketing team regularly launches large-scale campaigns such as “Q4 Smart Home Product Launch.” Each of these campaigns needs to be broken down into smaller sub-campaigns like:
- Facebook Ads Campaign
- Email Blast Campaign
- In-Store Promo Campaign
Currently, reps are creating these child campaigns manually, which often leads to confusion, errors, and missing links between parent and child campaigns.
The business now wants a Streamlined Flow to help reps easily create sub-campaigns directly from a parent campaign record.
🎯 Objective:
You’re tasked with building a screen flow that allows users to manually create a Child Campaign from any Parent Campaign record, using a screen that pops up when they click a button.
When submitted, the new campaign should be:
- Created as a child of the campaign they launched the flow from
- Populated with details filled in by the user on the screen
🧾 Fields to include on the Screen:
- Campaign Name (Text field)
- Type (Picklist)
- Status (Picklist)
- Start Date (Date field)
- End Date (Date field)
- Budgeted Cost (Currency field)
Also include a Confirmation Screen to notify the user that the campaign has been created successfully, showing the name of the parent campaign.
Create a lighning button, and embed on the campaign page and link it to your flow, to trigger the screenslow on click
💡 Take your time, think like a real Salesforce Admin, and solve this exactly how you would if you were working on a real project.
Let’s go! Post a ✅ when you’re done.
#salesforcechallenge #screenflowpractice #projectscenario #buildlikeapro