Valerie_Armstro

Watching the Macy's Thanksgiving Day Parade and spending time with my mom's family.

Thanks John Mattos​ for looking into that! I'd really like to speak to someone on the product about the need for this trigger. Right now, this is blocking four critical projects for my company and I'd really like to push for this to be developed and participate in beta-testing for this new feature...

Awesome - thanks for the suggestion Sanford Whiteman​. I've added that to my project notes as a suggested solution. We would probably still have to use velocity scripting to get the actual field values from the custom object to appear dynamically in the email, which is also an issue.Marketo should...

Ah, sorry for the confusion on my part Sanford Whiteman​. To make sure I am understand this correctly - are you suggesting that we could use some Apex development to write to a field on the lead object when a certain data value changes on the custom object?

Sanford Whiteman​ - wouldn't creating a rollup field not work in this situation since because those type of fields don't update the Salesforce systemmodstamp? If that systemmodstamp doesn't change when the value is updated, we wouldn't be able to trigger the emails since the change would not be sync...

John Mattos​ - the problem we run into with using the Has Onboarding is that they could be associated with multiple Onboardings and we will run into issues on when and what qualifies them for that campaign. Also - having to pay for email scripting services each time we want to change email content i...

John Mattos​ - We do not have someone internally who can write the velocity scripts. For the Onboarding object, I have the following triggers/filters:Triggers: Added to OnboardingFilters: Has Onboarding, Was Added to Onboarding, Not Was Added to Onboarding.For this project, I need to have a trigger...

Stijn Heijthuijsen​, Kristen Carmean​ - we have a custom object called Onboarding that is associated with a Contact record (note: one contact can have many onboarding records associated with them).I want to create a process that will email the Contacts associated with an Onboarding object when the O...