Trigger Closed Ops to send Alerts to Sales Executives | Community
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A
Anonymous
October 5, 2015
Question

Trigger Closed Ops to send Alerts to Sales Executives

  • October 5, 2015
  • 2 replies
  • 1505 views

Hello All,

I've built an email and smart campaign that triggers an alert when one of our Sales Executives closes a Pilot Opportunity in SFDC.

For some reason, I am not receiving the triggered email? Here is my setup:

Smart List:

Flow:

When I close an opportunity in my SFDC instance, I am not receiving the email as selected in my alert (My campaign is activated).

Am I missing something here?

Thanks,

David

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
October 5, 2015

Hi David,

Try changing the constraints in you trigger :

  • New value is closed
  • Old value is not closed

and remove the constraint "Stage is closed"

Hope this helps,

-Greg

A
Anonymous
October 6, 2015

Hi Greg,

Thank you for the help, but unfortunately I can't get this trigger campaign to work.

Thanks,

David

A
Anonymous
October 6, 2015

Hi David, this seems like something that should be built in SFDC workflows/process builder. It's standard functionality for SFDC. Any reason you're trying to build this in Marketo instead?

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