InformationTitleBuying Groups Edition - Custom Signals Salesforce Flow SetupURL NameBuyingGroupsEditionCustomSignalsSalesforceFlowSetup6901c7fdea9bbStep-by-StepContents OverviewSteps to Set UpCreate a New Salesforce FlowConfigure Salesforce Flow StartConfigure Decision Element in FlowConfigure Insert Action in FlowConfigure Update Action (Default Outcome) in FlowSave and Activate the Salesforce Flow 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 SignalsTrigger the Flow When: A Record is Created or UpdatedSet Entry Conditions - Condition Requirements: NoneOptimize 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 InsertAPI Name: Is_Trigger_InsertDescription: optionalSelect Decision Logic: Manually Set ConditionsOutcome Details: Outcome Label: Insert TriggerOutcome API Name: Insert_TriggerCondition requirements to Execute Outcome: All Conditions Are Met (AND)Resource: Select “Prior Values of Triggering Object” then select “Entire Resource” or just enter {!$Record__Prior} Operator: Is NullValue: leave emptyWhen to Execute Outcome: If the condition requirements are met Configure Insert Action in Flow In your Flow, After the Insert Trigger outcome from your Decision Element, add an Action. When selecting your Action in the right panel, search for and select LeanData Buying Groups Edition: Add Signal. Configure the Action with the Following Label: ObjectName Insert TriggerAPI Name: ObjectName_Insert_TriggerObject for “Record Reference” (Input): select the Object you are setting up for Custom Signals.Object for “Record Prior Reference (Leave empty for Created Cases)” (Input): select the Object you are setting up for Custom Signals.Select Input Values Record Reference: Triggering object > Entire Resource or enter {!$Record} Record Prior Reference (Leave Empty for Created Cases): leave emptyIncluded 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 TriggerAPI Name: ObjectName_Update_TriggerObject 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.