Hi there!
I need guidance for triggering an Account Engagement (Pardot) email when a Service Cloud Case is closed. The email template includes details for the Contact on the Case to rate their experience.
I have created a new custom object in Sales Cloud 'Case Communications' and imported that into Account Engagement. The custom object has lookup fields to Contact and Case. A new record triggered flow has been created in Salesforce to trigger in Case closure and various other criteria to create a record of the Case Communications object with a boolean flag that will be set to true when the communication needs to be sent out. A segmentation list and an automation rule has been created in Account Engagement. I am finding it difficult to proceed with the next steps on the engagement studio.
Note:
This is being implemented directly in our Production environment therefore the Salesforce flow has been setup to trigger only for a test account.