
I am trying to create a very simple journey.
I want the trigger to be the update of a task.
I am creating an Entry event in Journey builder based on the task (injecting the WhoID Lead). The idea is that if a task in SF gets updated and fits the condition set (let's say a Status = Completed, and another field is not true) it should enter the journey.
I could then use the journey to create a new task.
If I create an entry source based on the lead or contact, it works. But if I use the task - it doesn't and I am not sure why.
Thank you in advance,
T.
1 answer
Hi Thibault,
Without having the full picture of your SFMC / SFDC operation, I would suggest that you first make sure that WhoID is definitely related to Contact Key.
If that is definitely the confirmed, you then need to make sure all the fields are not NULL as part of the best practices.
Hope this helps.