Trying to Onboard New Customers Who Later Get Added to Won Account

[Jeff_Smith3]

We have an onboarding campaign that sends a series of emails (divided by wait steps) to our net new customers. We use SFDC as our CRM. Those who get onboarded are the contacts who were listed under that opportunity when it closes. The team who oversees customer success wants to make sure that we onboard those contacts who get added to the account (not opportunity) after the opp for the same account has already closed. There is a 30-day window that we want to look at for onboarding any newly added contacts.

I started with a trigger of Person Is Created, with Source Type being salesforce.com and SFDC Type being Contact. However, that's just newly created contacts from SFDC, and I've been trying to think of how to filter for only those who belong to accounts that have had an opp close in the past 30 days. Any ideas how to accomplish this? Thanks!

[Devraj_Grewal]

Jeff,

Right, that trigger will bring all those created in, regardless if they had an opportunity close. You also can't use the "opportunity was updated" filter because that will only affect the contact attached to the opportunity. So what you need to do is trigger for all contacts created but to also filter by a field on the account, this will then apply to all the account's contacts. When an opportunity closes, I would use an SFDC workflow to update a field on the account (ex. Account Status)

It will then look like this:

Smart list:

trigger: person is created (source: sfdc & sfdc type: contact)

filter: Account Status is "Customer"

[Josh_Hill13]

I'm not sure I'd use a trigger for this. Lead is Created will fire off every single time in the Eval Queue, slowing down processing.

Try a daily batch like

Lead Was Created in Past Day

DVC in Past 30 days: Account Status=Customer

SFDC Type=Contact

[Devraj_Grewal]

Good point, Josh, a batch would be better in this situation.

[Jeff_Smith3]

This is great. Thank you both for the ideas.