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The Record-Triggered Flow on Contact looks for records where npo02__FirstCloseDate__c is not Null, and is triggered when a record is created or when it is updated to meet the condition requirement. Decision is based on whether a value has changed: $Record>First Gift Date Does not Equal $Record_Prior>First Gift Date. If True, it sends an email to our Development Director.

 

The Flow worked fine until we got Pardot. Now B2BMA Integration sends her 20+ emails for random Contacts who made gifts in the past.

 

How can I fix this so B2BMA Integration stops sending these emails?

5 answers
  1. Mar 11, 2024, 10:23 PM

    @Cathy Zawadowicz the field mapping is why you were having issues, but to fix permanently you'd want to consider:

     

    1) Review how the date field is getting set on the Contact in SF. Are all contacts correct now or did some the dates get wiped?

     

    2) Once it's correct in SF, assuming you need to use that date in AE, do a full sync.

     

    3) That should fix the issue if it was working pre-AE, but if you want to address the flow, you could add entry criteria to only continue if the date = current day. Check the $flow variable, you should have $flow.currentdate or something like that.

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