0

We are using Person Account at Salesforce. I want every time the field '# of children' is changed - the account will enter the journey. I choose Account as the object, I have 3 options for 'Select who to inject '

enter image description here

I've tried choosing each one of them, and then at the Entry Criteria I chose 'IsCreated' and 'IsUpdated' and chose a field at Account object enter image description here

I've updated the # of children at the Account at Salesforce many times but there are no entries to the Journey. anybody knows why?? How to Solve?

Here is the Summary of what @Mocca suggested

enter image description here

  • Which type of field is “# of children”? If this is a formula field, fours it reference fields on other objects than Account? – Lukas Lunow Jul 29 at 13:38
  • What's the API name of the field? (to know whether its a field from PersonAccount or PersonContact). – sfdcFanBoy Jul 29 at 14:40
  • 1
    JB when the updates field goes from not meeting criteria to meeting criteria. So you would need the criteria to be # of children = x or number of children is not null. A change that does not go from not meet to meet will not inject – EazyE Jul 29 at 22:55
  • The “# of children” field is number(3,0), not a formula. And it is a field on the Account object. the API name is 'of_children__c'. I've changed the value of the field from '0' to '2' – Ravit Shem-Tov Sar-Israel Aug 2 at 6:18
0

Macca is completely right and I think his awnser is the easiest way to solve the problem. I have another idea. I don't know if is applicable but maybe what you can do is: create a boolean field in the same object that you used as Entry source and a flow (in process Builder) to change this field from true to false and false to true (oscilating) everytime the number of children ('of_children__c') changes and in the entry criteria you can put this boolean field as a condition.

E.g of_children__c GREATER THAN 1 AND (num_of_children_change__c is true OR num_of_children_change__c is false) [WHEN the record IS UPDATED]

Again, I never tried this before. But I think would be my "second option".

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.