First let me explain the background. The sales team is not the best when it comes to SFDC or any technology. They are ok when it comes to Email. I want to know if it is possible to add the last x interesting moments, or the last x campaigns the individual was a part of and any recommendations that you may have to make this goal work.
If the answer involves scripting in velocity please shoot the answer with a link, so that I can better be able to adapt and make it work.
Solved! Go to Solution.
Our alerts are packed with information - including what's normally included in MSI, when viewed in CRM. We have dedicated history fields for both Interesting Moments and Web activity:
I love the warning to not include the alert to the client in lead followup. If I had a dollar for every sales rep that has done that.... *cries*
That would be awkward for the client... This email for now is only going to me the VP and the Director of marketing, so I think we are safe. But I should include a line about not sharing this data with clients.
Using Trigger Tokens you can access some the data you are after but it will only be for the current trigger that made the campaign run (think webform fillout, page visit etc).
Other tokens that may be of use:
For past events, you could use a smart campaign to copy the data to a custom field for a rolling history of sorts, but may not be recommended based on the scale / scope and data needs.