triggers when it's based on an opportunity

[AdeleBriggs]

Hi, I'm just looking for a steer on the best approach...

I want to set up a trigger to listen for changes in an opportunity, and then send an email. This will be a custom field = True and the Stage has changed to Closed Won.

What is the best way to identify the recipient. is it best I identify the person and add them to a list and then send the email once they hit the list?

Or is the email going to be sent to all the related contacts in Contract roles?

The field I need to use are not live in Salesforce yet, so I have limited testing on the actual fields. 

Any guidance is very welcome.

[uditmathur · Accepted solution]

HI @AdeleBriggs ,

Trigger campaigns are designed to work on the basis of the action performed by/on a lead.

You can definitely set up a trigger campaign which will listen to any change on the opportunity & perform the flow as defined in the trigger campaign (in your case send an email).

As trigger campaign have a higher priority your action will be faster as compared to creating a batch campaign & sending mail to all your qualified list once.

For the matter of testing you can create a Boolean field & manually set it to true/false & check the trigger happening.  

Hope this Helps 😊

[AdeleBriggs]

thank you for the reply.

if I use the opportunity trigger how does it know who to send the email too. What is the filter I need to make sure I have the correct person.  

I didn't know if I needed to add something in like, has opportunity so it identified the person. I don't have contact roles synced to Marketo either, which I'm waiting for.

I'm trying to test out the workflow, but I don't have all the permissions I need to close the opportunity 😒 so just waiting for someone to close this for me.

Many thanks

[AdeleBriggs]

I've just tested this and answered my own question. I used a different stage to test on, and the email went to the contact on the opportunity. Just need to repeat it to make sure it works every time.