I've set up our brand new RCM and it's the first time I've ever done it as I'm a newbie. It was pretty intuitive and I'm hoping that I can verify it here by the community to make sure I'm doing it right.
Here's how it works:
1) I'd appreciate some feedback on what I've done so far and any ideas for improvement. Thank you.
2) Do I need to set up any external smart campaigns driving the logic here or is the transition logic in the model enough?
Thank you in advance
You need smart campaigns to drive this logic in most situations. Since you are driving from SFDC, the batches would be very limited to when this field changes.
Yes, you can create a "trigger" in the Transition Arrows, but that should be limited to "Data Value Changes From Y to X" based on the field you are importing from SFDC. That may be "all" you need to do since SFDC is driving the fields here.
Thanks for your reply. If I understand you correctly I shouldn't need the external smart campaigns or triggers based on my use case.
I also want to add new leads automatically to the Open or Lead stage. Here is how I have setup the assignment rules in the model:
Essentially if they come into our system and they are assigned a number id (i.e. they sign up to our marketplace), then they get pushed to Lead. If they come in through other means (e.g. lists, forms) then they are added to Open.
Will the Revenue Model handle this properly or is it better to do this through smart campaigns? Also, are you able to set the default choice to "do nothing"?