Hi Everyone - hoping someone might have a good idea or solution for what I'm trying to do.
In Journey Builder, I need a way to check if the Lead's email address has *transitioned to the Account object.
*I say 'transitioned' because the dev team, for whatever reason, chose to NOT use the standard Lead Convert functionality in SFDC. Instead they developed/are developing custom Apex which, upon the web user viewing his cart...
- Apex creates an Account and populates Account.CustomEmailField__c with Lead.Email
- Apex also creates a Contact under the Account and populates Contact.Email with Lead.Email
- Apex also creates a ChildBelowAccount record, but that doesn't matter for the purposes of this.
So in Journey Builder... steps 1-4 I have all put together and ready to go. Step 5 and/or 6 is where I'm hoping one of you MC experts here might be able to point me in the right direction.
- Lead enters the Journey
- Wait Time
- Send Email #1 to Lead.Email (let's say joe.shmoe@whatever.com)
- Wait Time
- Mechanism or Logic is needed here to check if Lead has transitioned to Account/Contact. We don't want to send Email #2 to the Lead joe.shmoe@whatever.com if he's already transitioned to Account/Contact after Email #1 was sent.
- Send Email #2 to Lead.Email (only if Lead hasn't transitioned to Account/Contact)
Thank you in advance!
Alex C.
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Update: I am no longer seeking a solution for the above, but I am still curious if there's a somewhat elegant solution possible in MC to work with this poorly-conceived design/data model in SFDC...