Enable nominate Contacts for your program

Enable a Salesforce user to nominate a Contact by clicking a button on the Contact screen and entering a short justification. This creates/updates a SlapFive Member and adds to Nomination Campaign.

Architecture (at a glance)

• Screen Flow → captures user input and creates a nomination record

• Custom Object → stores the nomination data

• Record-Triggered Flow → sends the nomination data to SlapFive

• Outbound Message → delivers the nomination data to the SlapFive integration server to trigger the automated workflow

• Automated Workflow → processes the nomination

How to set it up

Determine the Contact and Account fields that you want to send to SlapFive with the nomination. The required Contact fields are First Name, Last Name, Email, and Account Name. You may also want to send the Contact's Title, location or address, and any other fields from the Contact or its Account that can help you engage that customer as a Member in SlapFive.

Step 1: Create the Custom Object (one-time setup)

Go to Setup → Objects and Fields → Object Manager and click Create →Custom Object.

Object Name: SlapFive Nomination API Name: SlapFive_Nomination__c

Create the following fields and save the object:

1. Contact

   • Type: Lookup (Contact)

   • API Name: Contact__c

   • Required: Yes

2. Nomination Reason

   • Type: Long Text Area (32,768)

   • API Name: Nomination_Reason__c

   • Required: Yes

3. Submitted By

   • Type: Lookup (User)

   • API Name: Submitted_By__c

   • Required: Optional but recommended

4. Status

   • Type: Picklist

   • API Name: Status__c

   • Values:

     • Submitted

     • Processed

     • Error

   • Default Value: Submitted

Object Permissions

Users who will submit nominations must have permission to create records for the SlapFive Nomination object.

This can be done by adding Create permission for the SlapFive_Nomination__c object in the user’s Profile or a Permission Set.

Alternatively, administrators can configure the Screen Flow to run in system context so that users do not need direct object permissions.

Step 2: Create the Outbound Message

Go to Setup → Outbound Messages → New Outbound Message.

• Object: SlapFive Nomination

• Endpoint URL: Provided by SlapFive

• User to Send As: Automated Process

Select Fields to Send:

• Record Id

• Contact__c

• Nomination_Reason__c

• Submitted_By__c

• Status__c

• CreatedDate

Save and Activate the Outbound Message.

Step 3: Create the Record-Triggered Flow

Go to Setup → Flows → New Flow and select Record-Triggered Flow.

Configure the Flow:

• Object: SlapFive_Nomination__c

• Trigger the Flow When: A record is created

• Optimize the Flow For: Actions and Related Records (After Save)

Add an Action element:

• Action Type: Send Outbound Message

• Select the Outbound Message you created in the previous step.

• Label: Send SlapFive Nomination

Save and Activate the Flow.

Step 4: Create the Screen Flow

Go to Setup → Flows → New Flow → Screen Flow, create the variable and add these elements, then Save and Activate the Flow.

Create a Variable to receive the Contact Id automatically:

• API Name: recordId

• Data Type: Text

• Available for Input: ✅

Add a Screen element:

• Long Text Area

  • Label: The question you want to ask, such as Why are you nominating this contact?

  • API Name: nominationReason

  • Required: ✅

Add a Create Records element

• Label: Create SlapFive Nomination

• API Name: Create_SlapFive_Nomination

• How many records to create: select One

• How to set record field values: select Manually

• Object: SlapFive_Nomination__c

• Set Field Values: Map the fields like this:

  • Contact__c = {!recordId}

  • Nomination_Reason__c = {!nominationReason}

  • Submitted_By__c = {!$User.Id}

  • Status__c = Submitted

This record creation triggers the Outbound Message automatically.

(Optional) Confirmation Screen

Add a final Screen:

• Message: Nomination submitted successfully.

Step 5: Add the Screen Flow to the Contact Page

Go to Object Manager → Contact → Page Layouts

1. Open the desired page layout.

2. In Salesforce Mobile and Lightning Experience Actions, drag Flow.

3. Select the Screen Flow you just created.

4. Save

Step 6: Submit a test nomination

Go to a Contact record, click the new Nomination button, and let your SlapFive Coach know so we can do the final configurations and activate the automation.