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Challenge

For performing custom calculations in our Campaign Builder in-built features like Salesforce formulas and the campaign builder layout settings may not suffice in certain use cases.

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Solution

You can add additional behaviour and calculations by creating a JavaScript static resource that can be loaded into the campaign builder. A custom script allows you to react to field changes and to interact with the data in the campaign builder.

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When do I need to extend the campaign builder with a custom script?

Creating your custom javascript file

Please follow the instructions below to build your custom javascript file.

Static resource skeleton

Any custom JavaScript for the campaign builder starts out as the following skeleton.

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The campaignBuilder is the API to interact with the campaign builder. You can listen on field changes, get field values, and set field values.

Available methods

 updateFieldFromRecord(record, fieldpath, value)

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Run a SOQL query by parameters.

Discount limiting example

Consider this case where the maximum discount for a campaign item is 10%. The following script will:

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window.advendioCampaignBuilder = campaignBuilder => {
  // 1. Listen on changes on discount__c field
  campaignBuilder.on("advendio__rate_discount_4__c", async ({ recordId, from, to, record }) => {
    if (Number(to) > 10) {
      campaignBuilder.updateFieldFromRecord(record, "advendio__rate_discount_4__c", Math.min(to, 10));
    }
  });
};

Querying additional data

To query data from records that are not included in the campaign builder, you can use the campaignBuilder.query method.

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window.advendioCampaignBuilder = async (campaignBuilder) => {
  const result = await campaignBuilder.query({
    objectName: 'Account',
    fields: 'Name',
    limit: 5,
    offset: 0,
    conditions: [{
      fieldName: "Name",
      condition: "!=",
      value: "Acme",
      scapeQuotes: true
    }]
  });
  console.log(result); // array of accounts
};

Use your custom script

Once you have created your static resource js, you can upload it to your org via Setup > Static Resources > New.

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