Filtering or Triggering off of SFDC Opportunity fields - does it really work?

[Anonymous]

I am slowly working through our Marketo implementation with our SFDC instance and I'm trying to set up our objects in SFDC so that we won't have any trouble having triggered marketing campaigns based on information gathered through the lead, opprotunity and customer stages.

As I was working on our custom opporutnity fields in SFDC (making sure we had all of that stuff set up correctly), I popped over to the Marketo resources and reviewed the Opportunity filters and triggers documentation found here: http://community.marketo.com/MarketoArticle?id=kA050000000KytECAS, I read the following NOTE and now I'm confused:


So if I understand this note, the filter/trigger options don't really work? At least not how I would expect them to work, or how they work on anything else?

I just need to make sure I understand this correctly before I get too deep into how we're refining our Opportunity object's fields in SFDC.

Thanks for your help!

[Anonymous]

We use the opportunity object for one of our trigger campaigns. The trigger we use is "Opportunity is Updated" and then select which attribute we want to trigger off of. Then, within that same trigger, we narrow down the constraints based on the other fields available on the opportunity. (i.e. language, etc.) We sync everything so it works well.

I think perhaps in the example above means if you added other opportunity filters separate from that one? Or, I guess, the better question would be what are you trying to accomplish/type of list are you trying to pull?

[Anonymous]

Just use 2 separate filters instead of adding so many constraints to a single filter. That would solve the trick.
Or trigger on an opportunity update with only 1 constraint. and add filters to limit which opportunities apply.

[hena_wells · Accepted solution]

Hi Ken,

Agreed the note is confusing. We'll get that fixed.

The intent of the note is to distinguish between two scenarios.

Scenario 1

One filter 

Has Opportunity = True
Amount > 5000
Is Closed = False

In this case a lead has to have an opportunity with all the above conditions to qualify

Scenario 2

2 filters. With the setting "Use All Filters"

Filter 1

Has Opportunity = True
Is Closed = False

Filter 2

Has Opportunity = True
Amount > 5000

If a lead has 2 opportunities - one that qualifies for filter 1 and another sperate opportunity that qualifies for filter 2, this lead would qualify for the campaign. This same lead would not qualify for the campaign under scemario 1 unless one of the two opportunites had amount > 5000 and IsClosed=Flase

Thanks

Aj

[Anonymous]

Hi Arjun, thank you for explaining, as it's exactly the opposite of how I interpreted it.