"Opportunity is created" as smartlist trigger

[Anonymous]

I don't see an "opporutnity is created" as a smartlist trigger available. Any ideas for a way around this?

Basically when an opportunity is created I want to send an alert to Sales management. 

[Anonymous]

The trigger you might be looking for is Added to Opportunity.

[Anonymous]

Of note, your reps will need to assign contact role on the opportunity object OR create their opportunity off of the contact page. If they don't do this, there won't be a contact associated with the opportunity and the alert will not trigger.

[Anonymous]

To add to Joe's comment, when you convert a lead to an Account/Contact/Opportunity it should add the lead/contact to the opportunity with a role.

[Anonymous]

Marketo is Lead/Contact based so all the great stuff you can do revolves around the person. Creating triggers around the Opptys is difficult unless a Lead/Contact is attached.

Two triggers (as noted by Joe and Jason) will help do essentially the same thing as long as the Contact is associate with the Oppty...

• Added to Oppty
• Oppty is Updated.

If you want to to do Oppty based triggers, you might want to look into what SF has to offer.

[Anonymous]

What is the difference between the two?

[Anonymous]

Added to Opportunity triggers when the person is first added to the opportunity. Opportunity is Updated triggers when a field on the opportunity changes after a person has already been added.

[Anonymous]

I see that there is also a "Has Opportunity" how does that one differ?

[Anonymous]

That's a filter, not a trigger, so it runs as scheduled. It looks at the current state for that person (do they have an opportunity at this particular moment with whatever criteria I added), but it doesn't run at the moment a person is added to an opportunity or when the opportunity is updated, like the triggers do.

[Anonymous]

Many times you need to use both  Added to Oppty and Oppty is Updated as triggers.

TRIGGERS

For example, you might be trying to find people who become customers.

• Added to Oppty with a stage of Won captures anyone added to the Opportunity after it closes. This is ideal for capturing users of your solution so you can tag them as customers.
• Oppty is Updated with a new stage of Won. This tells us that anyone currently sitting in the Opporty becomes a customer when the trigger fires.

Filter and Segmentation

Has Oppty is a filter that gives you a point in time snapshot of anyone sitting in inventory with an Oppty. I actually like to use this as part of a segement as a person could have multiple opportunitie with multiple stages.

The key to the Segement is determining which one wins? Order of the segement is important. Foir example, a person could become Lost and later become Oppty if a new Oppty is opened. The order I usually use:

1. Won (Has Oppty that is Won)
2. Oppty ( Has Oppty that is any of the stages that isn't Won or Lost)
3. Lost (Has Oppty that is Lost)