Select Salesforce objects and fields to synch
This section shows you how to tell Salesforce which objects and fields to monitor for the types of record changes you want synchronized with SlapFive.
Your Salesforce Contact and Account objects likely receive thousands of record updates a day. You don't want every record update to trigger the data synch with SlapFive. Fortunately, Salesforce lets you use Outbound Messages and Flows to determine which fields to monitor for changes, and which fields to pass to SlapFive.
NOTE: Before doing this step, you should have already worked with your SlapFive CSM to fill out your Salesforce <--> SlapFive data mapping matrix. You should also request the Endpoint URL needed for the Outbound Message from your SlapFive CSM.
These instructions show you how to do this for the Salesforce Account object. You can mirror these steps for Salesforce Contact and other objects.
1. Create a new Outbound Message
Go to Setup > Process Automation > Workflow Actions > Outbound Messages and click the New Outbound Message button. In the Object dropdown list, select Account and click Next.
When creating the new Outbound Message:
Click the Save button.
2. Create a Flow
Go to Setup > Process Automation > Flows and click the New Flow button.
Select the Record-Triggered Flow box and click Create.
When creating the new Flow:
Scroll down to the Set Entry Conditions section of the page.
In the Set Entry Conditions section:
If you only want the data synch to run when a field is set to a specific value:
Field: select the field name.
Operator: select Equals.
Value: type the value that will trigger the data synch. If this is a Yes/No field, select True or False respectively.
When done entering Entry Conditions, scroll down the page.
To complete the setup, check the Actions and Related Records box and click Done.
3. Add the Outbound Message to the Flow
You will now see the visual Flow Builder screen. Click the + button (Add Element) that is right above the red End icon. In the pop-up, and under the Interaction header, select Action.
In the Category list on the left, click Outbound Message, then in the Action list, select the Outbound Message you created in the Create a new Outbound Message step, which will be Account Creates/Updates SlapFive Company or Contact Creates/Updates SlapFive Member.
In the Label field, type Account Creates/Updates SlapFive Company if this is for the Account object or Contact Creates/Updates SlapFive Member if this is for the Contact object, and then click Done.
Click the Save button.
In the Flow Label field, type Account Creates/Updates SlapFive Company if this is for the Account object or Contact Creates/Updates SlapFive Member if this is for the Contact object, and click Save.
Click the Activate button.
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