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Salesforce Admin / Developer – Fix Flow Error & Campaign Member Automation
UpworkGBNot specifiedexpert
Salesforce CRMSalesforcesalesforce flowMarketing Automation
Salesforce Expert Needed
Fix Flow Error & Improve Web-to-Lead Automation (Campaign Member Assignment)
Description
We are looking for an experienced Salesforce Admin / Developer to help troubleshoot and
improve an existing Web-to-Lead automation and Flow in our Salesforce environment.
Leads are currently being created successfully from a web form, but the Flow automation that
assigns an already existing contact to a Campaign (Campaign Member creation) is failing due to
an issue with how the CampaignId is assigned within the Flow.
We would like someone to review the current Flow, diagnose the issue, and implement a clean,
reliable solution.
This should be a straightforward task for someone experienced with Salesforce Flows,
Campaigns, and Web-to-Lead integrations.
Current Setup
We currently have:
● A Web-to-Lead form that submits lead data to Salesforce.
● The form successfully creates Lead records.
● A record-triggered Flow runs after the Lead is created to check for duplicate leads /
contacts.
● The Flow attempts to:
1. Check if a specific Campaign exists
2. Create the Campaign if needed
3. Create a Campaign Member record linking an existing contact to the Campaign
However, the Flow fails when attempting to create the Campaign Member for contacts and
replacing / adding Campaigns for existing leads.
Current Issue
The error occurs when the Flow tries to create the Campaign Member record for an existing
contact.
Error indicates:
● CampaignId is null when creating the Campaign Member
● Leads themselves are created successfully
● The failure occurs during Campaign Member creation
This causes the automation to fail even though the Lead record itself is created.
We need someone to:
● Identify why the CampaignId is not properly assigned
● Ensure the Flow correctly:
○ Retrieves or creates the Campaign
○ Stores the CampaignId
○ Assigns it to the Campaign Member
○ Successfully creates the Campaign Member record
What We Need Built / Fixed
The final system should work as follows:
1. 1. Web-to-Lead Form
A form submits lead information to Salesforce.
2. 2. Lead Creation
The Lead record is created successfully in Salesforce.
3. 3. Flow Automation
After the Lead is created, the Flow should:
a. Determine the appropriate Campaign
b. If necessary, create the Campaign
c. Capture the CampaignId
d. Create a Campaign Member linking the Lead to that Campaign
Expected Outcome
When the form is submitted:
1. Lead is created
2. Lead is assigned correctly
3. Lead is automatically added to the correct Campaign as a Campaign Member
4. If contact exists, contact is updated and added to relevant campaign
5. No Flow errors occur
6. Automation runs reliably
Overview:
● Review the existing Salesforce Flow
● Diagnose why the CampaignId is not being set correctly
● Fix or rebuild the necessary Flow components
● Ensure Campaign Member creation works correctly
● Test the full flow from form submission → Lead creation → Campaign assignment
● Implement best practices where needed
Minor improvements to the Flow structure are welcome if they improve reliability or clarity.
Requirements
Applicants should have experience with:
● Salesforce Flow Builder
● Web-to-Lead
● Campaigns & Campaign Members
● Record-triggered Flows
● Salesforce automation debugging
Salesforce Admin or Developer certification is a plus.
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