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corri_muha1
corri_muha1
Level 2
January 28, 2019
Solved

Send alert to account owner if different from sales owner

  • January 28, 2019
  • 2 replies
  • 3198 views

We want to be able to send alerts to sales owners and account owners based off of a download trigger, but don't want someone that owns both the person and the account to get duplicate email alerts - is there a way to set it up so that if the person and account owner are the same they only get one alert?

Best answer by SanfordWhiteman

The only* way to do this is to maintain -- either in SFDC or via a Marketo webhook -- a separate Boolean field that says PersonAndAccountHaveSameOwner and constrain on that when sending the alert. You can't do the comparison between fields totally on-the-fly.

*Or, well, there is a crazy way to do it via Velocity but let's not go there.

2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
January 28, 2019

You'll need to move the thread to Products​. This isn't a support space. Move link will be at the right.

corri_muha1
corri_muha1Author
Level 2
January 28, 2019

Whoops, thanks!

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
January 29, 2019

The only* way to do this is to maintain -- either in SFDC or via a Marketo webhook -- a separate Boolean field that says PersonAndAccountHaveSameOwner and constrain on that when sending the alert. You can't do the comparison between fields totally on-the-fly.

*Or, well, there is a crazy way to do it via Velocity but let's not go there.

Rachit_Puri2
Rachit_Puri2
Level 5
January 29, 2019

Just a random thought - could we have 2 separate send alert steps in the campaign flow. The first send alert will send the alert email to the account owner as default. The next step will send an alert to the person owner. However, the second will have a choice that if the alert was sent for the lead in the last 10 mins, the lead should skip this flow step. What do you think?

corri_muha1
corri_muha1Author
Level 2
January 29, 2019

Hmm that might solve for if the lead is not tied to an account, but we would still want the contact owner within an account to receive the alert (because our account owners don't always own all of the contacts in that account). Sounds like the separate Boolean field is the way to go. Thank you both for your help!

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