Have you come across a use case where you were asked to let the lead be created first in salesforce and then run the journey in salesforce marketing cloud for email marketing? additionally, this journey in salesforce marketing cloud has to be based on Opportunity record which got created because of lead conversion.

And as you know In salesforce marketing cloud, only following sales cloud objects can be used to send for email marketing;

• Lead
• Contact
• Account

In the given scenario, off course it will be the contact record to be entered in the salesforce marketing cloud journey. Keep that in mind, again this contact is also the one that got created because of lead conversion.

Well, you might have handled this situation through salesforce marketing cloud APIs so easily but what if you are not that good in working with APIs.

The fact is The Salesforce as a company is trying hard to make marketing cloud as easy to handle product so that a non-technical background person also can take care of journeys and other things without much hassle. specially salesforce marketing cloud is very easy to use for email marketing.

So, here is the challenge that we need to tackle.

When we say we need to use Opportunity object in salesforce marketing cloud journey builder (Salesforce Data Event) then its not possible to use either of Contact or Lead or Account. And the simple reason behind this is that there is a one to many relationships between Opportunity and Contact object.

How can we make sure the converted Lead related Opportunity and its allocated Contact only enter the journey realtime?

The solution is OpportunityContactRole (OCR) object in Salesforce

When a lead gets converted in Salesforce then an ORC record also gets created that carry one to one relation between opportunity and contact record. It helps in picking direct contact record in salesforce marketing cloud journey event for email marketing.

We need to use OpportunityContactRole object in salesforce marketing cloud journey Data Event. This object will bring all the fields from the Opportunity and Contact object to make any further conditions or filter specific to the journey.

Thanks

This post is contributed by: