Hello,

We are looking to create an onboarding programme which uses Dynamic Content to send customers resources based on which resources they have purchased.

The purchased resources are captured on the Product object tied to the Opportunity object in Salesforce, so I understand this cannot be used for Dynamic Content.

Customers may purchase several resources (up to 20 different products).

I did have a call with a specialist who initially suggested creating a formula field on Lead or Contact, and using Process Builder to pull through the Product information to their record. However, this only works if they purchase one resource (which isn’t the case as our customers purchase several different resources). They cannot suggest a workable solution for our use case.

Does any one have any ideas?

Many thanks