We are trying to start on automated system that will alert various individuals in our organization upon the creation of an opportunity in SFDC. Ideally, we would like the notifcation to be sent based on the individual who created the opportunity.
John Doe has created a new opportunity.
Company: John's Pizza
Opportunity Name: John's Pizza Opportunity
Any suggestions on how this might done without doing a workflow in SFDC? We are looking to automate this through Marketo if possible.
Thank you in advance,
Solved! Go to Solution.
Thank you for you quick response! What constraint would you use for the "Added to Opportunity" Trigger?
It seems like "opportunity owner" or "sales executive" or "created by" would be most appropriate, but I cannot find anything similar to that for the constraint choices.
Thanks again in advance!
I'm sorry I am a little lost. I am guessing I probably didn't explain myself correctly the second time. I agree that your first suggestion of adding a constraint for "created by" would work perfectly. The problem is I can't find anything similar to that. Is there a way to create a constraint?