Can you set up an internal sales alert with custom fields? | Community
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Anonymous
May 9, 2017
Question

Can you set up an internal sales alert with custom fields?

  • May 9, 2017
  • 1 reply
  • 3301 views

We have a custom CRM integration and are not using the SFDC CRM. I'd like to still send out Sales Alerts to the sales team when a lead takes an action in a program.

Sales Owner and Account Owner are not the field we use - instead we have a custom field integrated with our CRM. Is it still possible to send a sales alert to them?

Reference in Product Docs: Send Alert - Marketo Docs - Product Docs

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    1 reply

    Eric_Salamon1
    Eric_Salamon1
    Level 6
    May 9, 2017

    Maybe but it would be a little more work. you could always created the send alert and create options, then based on the criteria you can use specific email addresses. For example :

    If custom field is blah

    send alert to: none

    CC: email address

    else:

    send alert to: none

    CC: email address

    and you can add more if statements in between to cover all your team.

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    May 9, 2017

    You don't need choices. An alert that's sent via trigger SC can use tokens in the "Send Other" textbox.

      Eric_Salamon1
      Eric_Salamon1
      Level 6
      May 9, 2017

      Sanford,

      If it is a custom field would you still be able to use the Marketo token? If it is great, it would be faster to do that.

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