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I think Stanford is answering the question correctly even with the language barrier. We have similar setting and we filter for those who we have email addresses for so that those alerts are actually actionable.同じようなSlack Messageの設定してますが、Email Addressがある場合にだけ通知を行う設定にしています。(Smartlistの設定で。)Payloadは下記です...
Oh I think I just don't know how to use that TriggerObject one. Let me see if I can get this to work!
I've ended up using custom object. I couldn't figure out the way to do this with Opportunity Contact Role field.I think you can achieve this by what JD Nelson said.. Create a custom field and pass the contact role info to this custom field.
We have SFDC custom object called "Subscription" that's sync to Marketo. Subscription contains information about customers. It is connected to person record through "Influencer" object that connects Subscription and Contacts.I would like to trigger campaigns for customers based on information in Sub...
Yea. Problem is that selection for Opportunity Contact Role isn't available. I think I will need to pass this when they are added to contact role as suggested earlier on this thread!I will give it a try. Thanks for commenting!
JD NelsonIs "Opportunity Role" field you are using on Choice 1, is that custom field? I don't see that as my option.
So I tried this method previously and because when the contact role is added to the opp, the opportunity is not necessary won, (even if the opp is moved to won at the time of the batch runs.) it will miss a lot of people. Do you know how to get around that limitation?
Ah that's good idea. Setting up the role name on Marketo's record. I will try this. Thank you.
I have multiple contact roles for one opportunity so I don't think Opportunity is Updated can be used and specify the contact role name.
I want to create a triggered campaign to send emails to specific contact role on opportunity when the opportunity is moved to closed won.It looks like this is difficult to do as opportunity contact role - role name is only available to filter when contact role is added to an opportunity.When I try t...