New Trigger: Opportunity Created

Forum|Forum|9 years ago
February 13, 2017
4 replies
3872 views

Our sales team has the ability to create new opportunities from contacts only. The reason we have done this is to assure that a primary contact role gets assigned to every opportunity. Unfortunately, Marketo doesn't recognize this action as a contact being "Added to Opportunity" and there is no other trigger that allows for us to identify. Please help!

Marketo

James_Leedom

Adobe Employee

Are you using the lifecycle statuses MQL[MQC], SAL[SAC], and SQL [SQC]? If so, then any lead or contact on an opp will be moved to SQL or SQC when they are added to an opportunity. There is a trigger for data values changing which you can use for this. Hope that helps!

ChristinaZuniga

Level 9

Do you mean when you're in Salesforce (I assume) and in a contact record and there's a button "New Opportunity". WHen you click that it automatically adds the contact as a contact role and it's not recognizing that the contact was added to the oppt because in reality it wasn't added, it came out of the opportunity? That's a huge issue! I'll upvote.

One thing that you can do is use the nightly alignment to identify these people and fix them, but I agree it's not ideal.

M

maggie_RingAuthor

Level 2

Yes, that's exactly what I mean! Thanks for the suggestion. I will try that!

A

Anonymous

One thing you can do to automate this is set up a trigger in Salesforce which takes the Primary Contact and adds it to the Opportunity with an Opportunity Contact Role. This will go a long way towards improving reporting in both systems, and is a benefit-add on the SFDC side alone. Once the contact gets added to the Opportunity via an Opportunity Contact Role, it will show up in Marketo.