Trigger Closed Ops to send Alerts to Sales Executives

Anonymous
Not applicable

Trigger Closed Ops to send Alerts to Sales Executives

Hello All,

I've built an email and smart campaign that triggers an alert when one of our Sales Executives closes a Pilot Opportunity in SFDC.

For some reason, I am not receiving the triggered email? Here is my setup:

Smart List:

smart_list_closed_opps.gif

Flow:

flow_closed_opps.gif

When I close an opportunity in my SFDC instance, I am not receiving the email as selected in my alert (My campaign is activated).

Am I missing something here?

Thanks,

David

3 REPLIES 3
Grégoire_Miche2
Level 10

Re: Trigger Closed Ops to send Alerts to Sales Executives

Hi David,

Try changing the constraints in you trigger :

  • New value is closed
  • Old value is not closed

and remove the constraint "Stage is closed"

Hope this helps,

-Greg

Anonymous
Not applicable

Re: Trigger Closed Ops to send Alerts to Sales Executives

Hi Greg,

Thank you for the help, but unfortunately I can't get this trigger campaign to work.

Thanks,

David

Anonymous
Not applicable

Re: Trigger Closed Ops to send Alerts to Sales Executives

Hi David, this seems like something that should be built in SFDC workflows/process builder. It's standard functionality for SFDC. Any reason you're trying to build this in Marketo instead?