Opportunity Close Date as a Trigger/Wait step/Change data value source | Community
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A
Anonymous
September 26, 2016
Question

Opportunity Close Date as a Trigger/Wait step/Change data value source

  • September 26, 2016
  • 2 replies
  • 2158 views

Hi there,

just about to start looking at customer renewals in Marketo - using an Opportunity Close date as the trigger date field. So Close Date minus 30; minus 10 etc...

Trouble is that the Close Date doesn't seem to be a field that Marketo can use as it's not associated directly to the Lead etc record. is there a solution out there?

Help...

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
October 3, 2016

The use of expiration date or renewal date is well documented in various threads. You cannot use a trigger for this situation.Instead, create a daily batch which can use the Date Tokens properly.

    A
    Anonymous
    October 4, 2016

    When I search the community for either renewal or expiration date I get nothing.

    Can you provide a link do you think?

    Jessica_Kao3
    Jessica_Kao3
    Level 7
    October 12, 2016

    You can use a batch campaign that will run daily just like Josh said.

    Close date is in time frame = today

    Use this as a filter, then you can accomplish what you would have needed via a trigger. 

    A
    Anonymous
    October 13, 2016

    Guys, unless I'm missing something here I think you are talking about using fields which exist on the main lead record itself - but because I'm using Salesforce as the CRM, my Opportunity data comes over in the Opportunity tab under the activity log - so using something like Close Date on an opportunity isn't going to work as I don't think it's available as something that can be tokenised...

    or is it?

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    Anonymous
    October 14, 2016

    Hi Michael Collins​, we use data on the Account record to manage our renewal notifications. I use one master Date field and then have several hidden date fields for 90/60/30 days before their renewal. I found this much more reliable than trying to do the plus/minus of the date.

    I run my batch flow weekly:

    A
    Anonymous
    October 17, 2016

    Yes, thanks Emily - that seems like a possibility...

    although I have to say that we were sold Marketo on the fact that it could handle our Opportunity object data, particularly the renewal dates easily.

    I also have a ticket open with them right now because I don't think that the 'In Future' or 'In Future After' date filters actually do what the Marketo documentation says they do... Very annoying...

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