Buying Groups Edition - Custom Signals Salesforce Flow Setup

Contents

• Overview
• Steps to Set Up
• Create a New Salesforce Flow
• Configure Salesforce Flow Start
• Configure Decision Element in Flow
• Configure Insert Action in Flow
• Configure Update Action (Default Outcome) in Flow
• Save and Activate the Salesforce Flow

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Overview

To utilize Custom Signals in Buying Groups edition, you must configure an invocable action using Salesforce Flows. This guide will walk you through the steps to do that.

Steps to Set Up

Create a New Salesforce Flow

• Navigate to Salesforce Setup > Process Automation > Flows > New Flow

  

• Select Record-Triggered Flow.

  

Configure Salesforce Flow Start

• Configure the Flow Start with the following

  • Select Object: Select the Object you want to use for Custom Signals
  • Trigger the Flow When: A Record is Created or Updated
  • Set Entry Conditions - Condition Requirements: None
  • Optimize the Flow for: Actions and Related Records.

  

Configure Decision Element in Flow

• In your Flow, add a Decision Element following your Trigger.

  

• Configure the Decision element with the following

  • Label: Is Trigger Insert
  • API Name: Is_Trigger_Insert
  • Description: optional
  • Select Decision Logic: Manually Set Conditions
  • Outcome Details:
    • Outcome Label: Insert Trigger
    • Outcome API Name: Insert_Trigger
    • Condition requirements to Execute Outcome: All Conditions Are Met (AND)
    • Resource: Select “Prior Values of Triggering Object” then select “Entire Resource”
      • or just enter {!$Record__Prior}
    • Operator: Is Null
    • Value: leave empty
    • When to Execute Outcome: If the condition requirements are met

  

  Configure Insert Action in Flow

  • In your Flow, After the Insert Trigger outcome from your Decision Element, add an Action.

    

  • When selecting your Action in the right panel, search for and select LeanData Buying Groups Edition: Add Signal.

    

  Configure the Action with the Following

  • Label: ObjectName Insert Trigger
  • API Name: ObjectName_Insert_Trigger
  • Object for “Record Reference” (Input): select the Object you are setting up for Custom Signals.
  • Object for “Record Prior Reference (Leave empty for Created Cases)” (Input): select the Object you are setting up for Custom Signals.
  • Select Input Values
    • Record Reference: Triggering object > Entire Resource
      • or enter {!$Record}
    • Record Prior Reference (Leave Empty for Created Cases): leave empty
    • Included checkbox: Included

  

  Configure Update Action (Default Outcome) in Flow

  • In your Flow, After the Default Outcome from your Decision Element, add an Action.

    

  • When selecting your Action in the right panel, search for and select “LeanData Buying Groups Edition: Add Signal”.

    

  • Label: ObjectName Update Trigger
  • API Name: ObjectName_Update_Trigger
  • Object for “Record Reference” (Input): select the Object you are setting up for Custom Signals.
  • Object for “Record Prior Reference (Leave empty for Created Cases)” (Input): select the Object you are setting up for Custom Signals.
  • Select Input Values
    • Record Reference: Triggering object > Entire Resource
      • or enter {!$Record}
    • Record Prior Reference (Leave Empty for Created Cases): Prior Values of Triggering Object > Entire resource
      • or enter {!$Record__Prior}
    • Included checkbox: Included

  

  Save and Activate the Salesforce Flow

  Save the Flow.

  • Enter your own Flow Label and Flow API Name

  

  Activate the Flow by clicking the Activate button in the upper right.

  

  You will have to repeat this for each object you want to use for custom signals.

For additional assistance, please submit a ticket with LeanData Support.