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A
alexis_ro
Level 2
December 16, 2019
Question

Alert to SDR

  • December 16, 2019
  • 1 reply
  • 1928 views

I want to create an alert that lets an SDR know when someone has taken an action. However, the SDR is not the owner of the lead.

We have a formula field called "SDR Owner" - how can I use this field to distinguish who the alert gets sent to? Is it a token? If so, how would i set this up?

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
December 16, 2019

In the Send Alert flow step, set Send To to None, and then put {{lead.Field Name}} in the To Other Emails box.

Is this an SFDC Formula field or a Marketo Formula field? If the latter, I'm not sure it can be used in this manner (easy to test though). If the former you'll be fine b/c Marketo sees it as a flat field.

A
alexis_roAuthor
Level 2
December 16, 2019

Thanks, ill test that out

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