Is it possible for Marketing Activities Email to be sent in Real Time based on Salesforce.com field changes?

Anonymous · ‎05-24-2013

I can only find a way to do this on a daily schedule but would like to have the email sent immediately.

Anonymous · ‎05-24-2013

If I understand your use case correctly, you want to send a MLM email to a lead when the value changes on a SFDC Lead, Contact or Account record? If so, this can be done using the Data Value Changes trigger with the field name as the Attribute and a "New Value is ..." constraint. Within about 5 minutes after the value changes an email will be sent.

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Anonymous · ‎05-24-2013

Hi Elliot,

I think this is exactly what we're looking for. I didn't realize you could set entry on data value changed (thought it had to be scheduled daily).

I've set this up with one constraint, but for some reason contacts aren't entering. I wonder what's wrong... looks like we need to contact support.

Anonymous · ‎05-24-2013

If I understand your use case correctly, you want to send a MLM email to a lead when the value changes on a SFDC Lead, Contact or Account record? If so, this can be done using the Data Value Changes trigger with the field name as the Attribute and a "New Value is ..." constraint. Within about 5 minutes after the value changes an email will be sent.