Trigger off Account change

[Anonymous]

We see lots of movement of leads between accounts/companies.   Leads at some companies are eligible for certain communications from us (based on what we call "Member Status"). 

I tried to create a trigger campaign based on this "Member Status"  field with Constraints "Previous value" and "New Value."  If  the Member Status of a company changes,  the Marketo campaign correctly subscribes or unsubscribes leads based on our rules.   BUT, if a lead moves from between ineligible and eligible companies, it doesn't work.  

In the Activity Log I can see something like

-   Activity Type: Change Data Value

-   Detail: Changed Account Name from XYZ to ABC  (Account Name is a custom field on Contacts)

But I can't see the changes to "Company status" - probably because those are fields on the Account…

Any ideas? 

[Anonymous]

I would be very interested to understand better how you manage contacts when they change accounts.  This feels like a fundamental limitation of the SFDC architecture when Social IDs allow some form of tracking contacts in this way.

[Anonymous]

Back to this project after being pulled onto other things.  Steven, I *think* that we simply change the person's Account in Salesforce, selecting another one.  Is this what you mean?  

I'm not sure what you mean by "Social IDs" in this context.

[Anonymous]

By social IDs, I mean something representing the person beyond their corporate email address.  A Linkedin or Twitter profile is far more enduring to someone's identity than their current email address at their employer.

Back to the status question: If the change is to "company status" then you'd expect this status change to work on the account but not on the contact.  I'd look to map the status to the contact and then use that for subscribes and unsubscribes.  It gets complicated when you decide whether the contact inherits from the account or vice versa.  Ideally there would be a status on the account and the contact, and you'd compare them to decide what emails to send.