Question

A consultant wants to trigger an email whenever the status field on the Lead Object changes to Hot, Tracking data will need to be kept in the sales cloud.

Which three steps should the consultant use in the solution

A. Enable triggered sends on the Lead object in configuration
B. Write an Apex Trigger on the Lead object
C. Create the triggered send definition in the sales cloud
D. Create the triggered send definition in the marketing cloud
E. Put a SOAP API in place via the marketing cloud API

Answer 1

To trigger an email whenever a Lead's status changes to 'Hot', one must create a triggered send definition in Marketing Cloud, write an Apex Trigger, and set up a SOAP API call between the two Clouds.

Step-by-step explanation:

The question revolves around triggering an email from the Salesforce Sales Cloud when a Lead object's status changes to 'Hot'. To implement this functionality, certain steps need to be taken in Salesforce's configuration and coding environments.

Create the triggered send definition in the Marketing Cloud: This sets up the actual email to be sent out when triggered. You configure the email template, the triggering event, and other pertinent details here.

Write an Apex Trigger on the Lead object: In Salesforce, an Apex trigger would be written to catch the moment when a Lead's status changes to 'Hot'. The trigger would then initiate the email send process.

Put a SOAP API in place via the Marketing Cloud API: This initiates the communication between Sales Cloud and Marketing Cloud, allowing the trigger in Sales Cloud to use a SOAP API call to trigger the email send in Marketing Cloud.

Option A and Option B are not accurate steps for this integration scenario between Sales Cloud and Marketing Cloud.