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?

Choose 3 answers

A. Put a SOAP API in place via the Marketing Cloud API.

B. Create the Triggered Send Definition in the Marketing Cloud.

C. Enable Triggered Sends on the Lead Object in

D. Create the Triggered Send Definition in the Sales Cloud.

E. Write an Apex Trigger on the Lead Object.

Answer 1

To trigger an email upon status change to 'Hot' in Salesforce, create a Triggered Send Definition in Marketing Cloud, enable Triggered Sends on the Lead Object, and write an Apex Trigger on the Lead Object.

Step-by-step explanation:

To trigger an email when the Status field on the Lead Object changes to Hot in Salesforce, and to keep track of this data within the Sales Cloud, you need to execute a few specific steps. Here are the three critical steps you should follow:

Create the Triggered Send Definition in the Marketing Cloud. This definition will specify the email template to use, the recipient, and other relevant sending options.

Enable Triggered Sends on the Lead Object in Salesforce. This will allow you to define the criteria – in this case, the change of the Status field to 'Hot' – that will initiate the email send.

Write an Apex Trigger on the Lead Object. The Apex Trigger is the code that will run when the defined criteria are met, in this scenario when the Status field value changes to 'Hot', to trigger the sending of the email.

These steps integrate Salesforce's Sales Cloud with Marketing Cloud's email sending capabilities, ensuring that not only is the communication sent out automatically, but also that the interaction data is captured for analysis and future decision making within the Sales Cloud.