Alert to SDR

Alexis_Romano
Level 2

Alert to SDR

I want to create an alert that lets an SDR know when someone has taken an action. However, the SDR is not the owner of the lead.

We have a formula field called "SDR Owner" - how can I use this field to distinguish who the alert gets sent to? Is it a token? If so, how would i set this up?

2 REPLIES 2
SanfordWhiteman
Level 10 - Community Moderator

Re: Alert to SDR

In the Send Alert flow step, set Send To to None, and then put {{lead.Field Name}} in the To Other Emails box.

Is this an SFDC Formula field or a Marketo Formula field? If the latter, I'm not sure it can be used in this manner (easy to test though). If the former you'll be fine b/c Marketo sees it as a flat field.

Alexis_Romano
Level 2

Re: Alert to SDR

Thanks, ill test that out