Filter Lead Source on Customer/ Opportunity Record based on the Campaign Category

Campaign Category is not available under the Customer/ Opportunity record.  An alternate solution is to create custom fields with sourcing and create a Workflow that will push the value on the Standard Lead Source field.

Here are the steps:

A. Setup Custom Fields on the Customer Record.

    1. Navigate to Customization >  Lists, Records, & Fields > Entity Fields (for Customer)

    2. Label : Campaign Category Custom

    3. Type : List/Record : Campaign Category

    4. Store Value = True

    5. Applies to = Customer

    6. Save

    ===

    1. Navigate to Customization >  Lists, Records, & Fields > Entity Fields (for Customer)

    2. Label : Lead Source Custom

    3. Type : List/Record : Campaign

    5. Store Value = True

    6. Applies to = Customer

    7. Under Sourcing and Filtering add :

                 - Filter Using : Campaign Category

                 - Compare Type : equal

                 - Compare to Field :  Campaign Category Custom

     8. Save

B. Create a Workflow that will push the value of the Custom Lead Source field to the Standard Lead Source Field

   1. Navigate to Customization > Scripting > Workflows > New

   2. Workflow Name : Push Lead Source value

   3. Record Type : Opportunity

   4. Release Status : Released

   5. Initiation : Event Based

   6. Event Definition : check for both On Create /On Update

   7. Save

   8. Click on New State then label it then Save

   9. Click newly created State click on New Action > Select Set Field Value

            * Trigger on : After Record Submit

            * Parameters > Field : Lead Source

            * Value > From Field > Record : Current Record > Field : Lead Source Custom

             *Save

This will now enable the user to filter the Lead Source field depending on the Campaign Category selected. Upon saving, it pushes the value of the custom Lead Source to the Standard Lead Source field.