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Paul_Johnson
New Participant
June 7, 2016
Solved

trigger not working

  • June 7, 2016
  • 1 reply
  • 1210 views

trying to send off a smart campaign. This trigger is not working for some reason. Let me explain what I'm trying to do:

I want to send out an email when an opportunity's stage is changed to "closed won"

As long as:

  • deal type is new account
  • team is one of the mentioned teams
  • and the total closed seats on the account is at most 5

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Best answer by Grégoire_Miche2

Hi Paul

From what you describe, the trigger seems to be correct.

You can try a "has opportunity" filter with the same criteria (deal type, team and total closed seats and stage is closed won) to check that you have leads in the DB with this type of opened oppy. if the smart list comes up empty, then it would explain why the trigger did not fire. the most likely reason is that the contacts are not really attached to the oppy, in the "Opportunity contact role" section.

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
June 7, 2016

Hi Paul

From what you describe, the trigger seems to be correct.

You can try a "has opportunity" filter with the same criteria (deal type, team and total closed seats and stage is closed won) to check that you have leads in the DB with this type of opened oppy. if the smart list comes up empty, then it would explain why the trigger did not fire. the most likely reason is that the contacts are not really attached to the oppy, in the "Opportunity contact role" section.

-Greg