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Hi Everyone - hoping someone might have a good idea or solution for what I'm trying to do.

 

In Journey Builder, I need a way to check if the Lead's email address has *transitioned to the Account object.

 

*I say 'transitioned' because the dev team, for whatever reason, chose to NOT use the standard Lead Convert functionality in SFDC.  Instead they developed/are developing custom Apex which, upon the web user viewing his cart...

  • Apex creates an Account and populates Account.CustomEmailField__c with Lead.Email
  • Apex also creates a Contact under the Account and populates Contact.Email with Lead.Email
  • Apex also creates a ChildBelowAccount record, but that doesn't matter for the purposes of this.

 

So in Journey Builder... steps 1-4 I have all put together and ready to go.  Step 5 and/or 6 is where I'm hoping one of you MC experts here might be able to point me in the right direction.

 

  1. Lead enters the Journey
  2. Wait Time
  3. Send Email #1 to Lead.Email  (let's say joe.shmoe@whatever.com)
  4. Wait Time
  5. Mechanism or Logic is needed here to check if Lead has transitioned to Account/Contact.  We don't want to send Email #2 to the Lead joe.shmoe@whatever.com if he's already transitioned to Account/Contact after Email #1 was sent.
  6. Send Email #2 to Lead.Email  (only if Lead hasn't transitioned to Account/Contact)

 

Thank you in advance!

Alex C.

1 条评论
  1. 2018年2月15日 02:22
    Update: I am no longer seeking a solution for the above, but I am still curious if there's a somewhat elegant solution possible in MC to work with this poorly-conceived design/data model in SFDC...
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