Formula Field in Salesforce Not Causing Trigger Emails?

Erin_Olsen2
Level 3

Formula Field in Salesforce Not Causing Trigger Emails?

I set-up a trigger campaign to send emails based on the change of a formula field in SFDC.

The field is a "trial countdown" and when it reached "0" I want it to send out an email indicating the trial has ended.

It doesn't seem to be working and I am assuming it is because the formula field (while it changes) is not causing marketo to see it as a "data value change."

Is that correct?

Erin

1 REPLY 1
Edward_Masson
Level 10

Re: Formula Field in Salesforce Not Causing Trigger Emails?

This is correct (last time i tested it). I've had no success with formula fields from SFDC.

In the past, what I tend to do is have CRM admin to create a custom field and a workflow to update the custom field. Then in Marketo, use the new custom field in my smart campaign process to trigger the flow. Hope this helps.