Questions? Feedback? powered by Olark live chat software

Campaign Metrics - First Campaign Name

Business Problem:

As a Marketing Manager, I want to see the name of the first Campaign a prospect was a member of displayed on the Contact record.


1. Create a text field on the contact object named First Campaign

2. Start Rollup Helper creation wizard

3. Choose Contact as target object

4. Choose First Campaign as target field

5. Choose Campaign member as child object

6. Choose Campaign ID > Name as the source field

7. Choose TEXT separated by space as rollup type

8. Create a filter name it First Campaign

9. Set the limit to 1 record

10. Set the sort order to Ascending

Save everything and you are done!