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Multiple Opportunities in SFDC - one Primary Contact?

Question asked by Bonnie Jeffers on Sep 26, 2018
Latest reply on Sep 27, 2018 by Grégoire Michel

Hey Marketing Nation,

 

We send out automated alerts when an opportunity is closed. Closed Won, Closed Lost, and Closed No Decision. The alerts utilize tokens for Account Name, Account Owner, Opportunity Type, Opportunity Amount, Opportunity Created Date, Lost Opportunity Reason, and Lost Opportunity Reason Description.

 

We had a situation where there were three opportunities from the same account with the same Primary Contact. Two of those opportunities closed today. The alerts for the two closed opportunities showed the Opportunity Type, Opportunity Amount, Opportunity Created Date, Lost Opportunity Reason and Lost Opportunity Reason Description from the remaining open opportunity. Not the values for those fields on the actual opportunities that closed. Is this expected behavior?

 

Thanks,

 

Bonnie

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