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Send alert to account owner if different from sales owner

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corri_muha1
Level 1

Send alert to account owner if different from sales owner

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?

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SanfordWhiteman
Level 10 - Community Moderator

Re: Send alert to account owner if different from sales owner

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.

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5 REPLIES 5
SanfordWhiteman
Level 10 - Community Moderator

Re: Send alert to account owner if different from sales owner

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

corri_muha1
Level 1

Re: Send alert to account owner if different from sales owner

Whoops, thanks!

SanfordWhiteman
Level 10 - Community Moderator

Re: Send alert to account owner if different from sales owner

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.

View solution in original post

Rachit_Puri2
Level 5

Re: Send alert to account owner if different from sales owner

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
Level 1

Re: Send alert to account owner if different from sales owner

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!