Cari Aves - 4 months ago
A feature based on this idea is included in the next cycle of IdeaExchange Prioritization from Jan. 18 - Feb. 1. It would allow users to specify the conditions when an action should fire on a marketing asset rather than fire with every interaction. For example, fire if the conditions are true.
Help us determine if we should prioritize this feature over others on our product roadmap as we begin planning for Winter '22 and beyond. Click the Prioritization tab in the navigation above or visit https://sfdc.co/Prioritization
Arto Altincatal - 1 year ago
@Michael Mason, you could but there are limits on how many repeating ES programs you can have on your account. Same with automation rules which seems rather silly for an automation platform. There's also limitations on actions like notify assigned user which when is on the form level returns submitted values where as if you have that same action trigger within an ES program or automation rule, it sends you every field in your system which is bonkers for people to look at.
We implemented JS on the form thank you code section to hit other form handlers conditionally that have more granular completion actions associated and it works.
It's just a bummer to have to use workarounds and developer resources for tasks other platforms inherently offer.
Michael Mason - 1 year ago
It's never that easy, so I'm sure I'm missing a critical piece somewhere. Please correct me if that wouldn't work. I'd like to learn. Thanks!
Melissa Dil - 1 year ago
Definitely - and it should overwrite existing prospect data! I want to set a source campaign for new prospects based on which form they filled out, but don't want to overwrite an existing prospect's source campaign - and this is impossible without conditional completion actions.