I have tried to construct a journey that will send an email to the primary contact on an opportunity that meets specific criteria when the opportunity is marked closed won. I've used the OpportunityContactRole object as the Salesforce Data entry source and used the fields on the Opportunity object to filter the entrants.
This isn't working, and I think it's because nothing on the primary contact is being updated. The contact already exists on the opportunity, and only the stage on the opportunity is being modified.
Is there any other way I can accomplish my goal while using Salesforce data as the entry point? I would prefer the real-time interaction of salesforce data vs importing a report on a time interval.
Kate,
A record-triggered flow might be a better tool for achieving your goal. Salesforce has an article that addresses a very similar scenario—here’s the link:
