Morning all,
I've got an interesting use case for Journey Builder and I need to know if something, well, 2 things, are actually possible.
We have three primary objects (Customer, House, and Insurance), and one junction object (Lease which joins Customer and House). customers will enter the journey when a trigger occurs on Lease which is based off data in House, i.e. Original insurance for House is ending in 30 days).
First query - can we trigger the entry into the journey based purely off the known dates information in Sales Cloud without a workflow field update?
Second query - One of the decision splits at the start of the journey is 'has the customer purchased Insurance?' so we need to query the Insurance object using references from Customer and House. Is this feasible?
Feel free to direct me to the right place if there's somewhere more suitable to ask the question. And thanks in advance