Re: "Opportunity is created" as smartlist trigger

Anonymous
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"Opportunity is created" as smartlist trigger

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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Anonymous
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Re: "Opportunity is created" as smartlist trigger

The trigger you might be looking for is Added to Opportunity.
Anonymous
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Re: "Opportunity is created" as smartlist trigger

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.
Anonymous
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Re: "Opportunity is created" as smartlist trigger

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.
Anonymous
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Re: "Opportunity is created" as smartlist trigger

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.
Anonymous
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Re: "Opportunity is created" as smartlist trigger

What is the difference between the two?

Anonymous
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Re: "Opportunity is created" as smartlist trigger

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.

Anonymous
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Re: "Opportunity is created" as smartlist trigger

I see that there is also a "Has Opportunity" how does that one differ?

Anonymous
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Re: "Opportunity is created" as smartlist trigger

That's a filter, not a trigger, so it runs as scheduled. It looks at the current state for that person (do they have an opportunity at this particular moment with whatever criteria I added), but it doesn't run at the moment a person is added to an opportunity or when the opportunity is updated, like the triggers do.

Anonymous
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Re: "Opportunity is created" as smartlist trigger

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)