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A
Anonymous
September 3, 2014
Question

"Opportunity is created" as smartlist trigger

  • September 3, 2014
  • 5 replies
  • 2639 views
I don't see an "opporutnity is created" as a smartlist trigger available. Any ideas for a way around this?

Basically when an opportunity is created I want to send an alert to Sales management. 
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    5 replies

    A
    Anonymous
    September 3, 2014
    The trigger you might be looking for is Added to Opportunity.
    A
    Anonymous
    September 3, 2014
    Of note, your reps will need to assign contact role on the opportunity object OR create their opportunity off of the contact page. If they don't do this, there won't be a contact associated with the opportunity and the alert will not trigger.
    A
    Anonymous
    September 3, 2014
    To add to Joe's comment, when you convert a lead to an Account/Contact/Opportunity it should add the lead/contact to the opportunity with a role.
    A
    Anonymous
    September 6, 2014
    Marketo is Lead/Contact based so all the great stuff you can do revolves around the person. Creating triggers around the Opptys is difficult unless a Lead/Contact is attached.

    Two triggers (as noted by Joe and Jason) will help do essentially the same thing as long as the Contact is associate with the Oppty...
    • Added to Oppty
    • Oppty is Updated.
    If you want to to do Oppty based triggers, you might want to look into what SF has to offer.
    A
    Anonymous
    May 21, 2015

    What is the difference between the two?

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    Anonymous
    May 22, 2015

    Added to Opportunity triggers when the person is first added to the opportunity. Opportunity is Updated triggers when a field on the opportunity changes after a person has already been added.

    A
    Anonymous
    May 27, 2015

    Many times you need to use both  Added to Oppty and Oppty is Updated as triggers.

    TRIGGERS

    For example, you might be trying to find people who become customers.

    • Added to Oppty with a stage of Won captures anyone added to the Opportunity after it closes. This is ideal for capturing users of your solution so you can tag them as customers.
    • Oppty is Updated with a new stage of Won. This tells us that anyone currently sitting in the Opporty becomes a customer when the trigger fires.

    Filter and Segmentation

    Has Oppty is a filter that gives you a point in time snapshot of anyone sitting in inventory with an Oppty. I actually like to use this as part of a segement as a person could have multiple opportunitie with multiple stages.

    The key to the Segement is determining which one wins? Order of the segement is important. Foir example, a person could become Lost and later become Oppty if a new Oppty is opened. The order I usually use:

    1. Won (Has Oppty that is Won)
    2. Oppty ( Has Oppty that is any of the stages that isn't Won or Lost)
    3. Lost (Has Oppty that is Lost)
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