Following the directions in this post, I set up a smart campaign to transfer a value from a custom object to a person field every time the custom object was updated. However, it is not working for me. Looking for some help troubleshooting...
My Smart List:
The Flow steps:
And what I am seeing in the Results tab:
The trigger token is a direct copy of the field name (display name, not API name). I cannot think of anything that I did differently from the original post where several commenters mentioned their success with this approach.
Any ideas? Thank you in advance!
Solved! Go to Solution.
Two immediate ideas up front:
1. You have two triggers. "Is Updated" very likely doesn't work and probably kills the whole process.
2. Is "Opportunity" even a CO? It's a synced Salesforce object, but not a Marketo Custom Object in the sense the quoted original poster meant.
Two immediate ideas up front:
1. You have two triggers. "Is Updated" very likely doesn't work and probably kills the whole process.
2. Is "Opportunity" even a CO? It's a synced Salesforce object, but not a Marketo Custom Object in the sense the quoted original poster meant.
Thank you for the ideas.
I think you may be right about the Updated Trigger not working. And unfortunately, that is the primary trigger I need.
In this specific situation, we don't have a native integration set up, so I believe the opportunities are still custom objects. But also worth a further investigation.
I will post again if I solve it.
In this specific situation, we don't have a native integration set up, so I believe the opportunities are still custom objects. But also worth a further investigation.
(Marketo’s built-in Opportunity object wouldn’t be considered a custom object.)
If we think about it: "Object Is updated" can't work as a trigger, as it doesn't leave a trace in the activity history.
I've tested in my environment with "Added to Opportunity" - which is the native Salesforce integration - and it didn't work either. Got the same error message that you got, so I'm inclined to say that this won't work at all with the opportunity object.