My company recently purchased Sugar Market and with the additional platform, a number of new modules, fields, and sync interactions are automatically put in place. One such new item is the Campaign Activities subpanel that shows up under a Contact and Lead record view. Campaigns are added to the Campaign Activities subpanel when marketing emails are created and sent from SugarMarket.
I'm trying to devise an automated way through BPM or calculated fields that looks are the most recently added Campaign Activities related to a Contact, and sets the Campaign Name relationship field for an Opportunity that that specific contact is related to. The hope is to achieve better Opportunity reporting and campaign attribution to determine what marketing efforts are effective and result in the most Closed Won opportunities/revenue.
My current issue is pulling out the IDs/Names of the Campaign Activities related to a Contact record through the calculated field formula logic. Does anyone know the proper syntax to use for finding related records in Campaign Activities with calculated field? I see options for Campaigns and CampaignLog, but have had no luck returning the data I'm looking for.
Beyond that, to get the Campaign ID data into the Opportunity record Campaign Name field is another challenge. Can you look two modules away when using calculated field logic?