Wait & Check in Flow

[Sherry_Hale]

Is there an option after the wait step in the flow, to "check" a field? 

Example: 

Trigger:  Opportunity created
Flow:  Wait 30 days and then check to see if opportunity is at a 10% stage, if not then send a sales alert?

[Anonymous]

You can do this with a choice, it will look something like this:


If the opportunity stage isn't available as a field for you, I'd use the RCM to set a revenue stage, or you can might be able to use "Has Opportunity' or "SFDC Type" to make the proper distinction.

[Sherry_Hale]

I see the above and that is what I started with but I am not clear on how to pull in the opportunity stage....can you clarify what RCM is?

[Anonymous]

Sorry, RCM is the Revenue Cycle Modeler.  If you activate the Revenue Cycle Model, you'll have "Revenue Stage" for each lead, and this can effectively merge different behaviors into one field.  Note you do not need Revenue Cycle Analytics to use Revenue Cycle Modeler.

[Sherry_Hale]

Can you tell me how to activate it?

[Anonymous · Accepted solution]

This deep dive should help: 
http://community.marketo.com/Marketodeepdive?id=kA5500000008QOkCAM

Typically you'd spend some time to whiteboard your model, but you can start with something like the default model provided by Marketo and get it running in under an hour.

[Sherry_Hale]

Thank you but I'm not sure this will work.  We use Salesforce's queue for lead assignment 😞

[Anonymous]

Sherry, you should still be able to use the RCM, this doesn't impact lead assignment.  Can you explain more why you think they conflict?