Assign to Program Based on SFDC Custom Field? | Community
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A
Anonymous
April 20, 2017
Question

Assign to Program Based on SFDC Custom Field?

  • April 20, 2017
  • 1 reply
  • 2398 views

I'm trying to set up a trigger campaign that makes a lead/contact a member of a program if it contains a certain value in an SFDC custom field?

What is the easiest way to do that?

Thanks!

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 20, 2017

Hi Trent,

Simply use a trigger campaign with a "change data value" trigger on that field, new value is [whatever you want] Then in the flow, use the "change program status" flow step to add the lead to the program.

-Greg

A
Anonymous
April 20, 2017

Hi Greg,

Tried that. Not working. Can't figure out why.

Trent

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 20, 2017

Can you send screen shots of your smart campaign ?

Also, what is the field type in SFDC ?

Finally, look at some leads that were supposed to get the value changed, and check you can see the DVC in their activity logs.

And remember that DVC fires only when there is a CHANGE in the field, not when the lead is created.

If you want to target some leads that are created with these value, you will have to use a "Person is created" trigger together with a filter on the field.

-Greg

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