Contents:

• Overview
• Create a New Salesforce Flow
• Configure Salesforce Flow Start
• Configure Decision Element in Flow
• Configure Insert Action in Flow
• Configure Update Action in Flow
• Save and Activate the Salesforce Flow
• Summary

 

Overview

To use Custom Signals in LeanData Journeys, you must configure an invocable action using Salesforce Flows. This guide walks you through the steps to do that.

Once your Flow is active, you can add the object as a Custom Signal in your Journeys settings. See LeanData Journeys - Settings Guide.

 

Create a New Salesforce Flow

1. Navigate to Salesforce Setup > Process Automation > Flows > New Flow.

   

2. Select Record-Triggered Flow.

   

 

Configure Salesforce Flow Start

Configure the Flow Start with the following:

• Select Object: 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 enter {!$Record__Prior}
  • Operator: Is Null
  • Value: leave empty
  • When to Execute Outcome: If the condition requirements are met

 

Configure Insert Action in Flow

1. In your Flow, after the Insert Trigger outcome from your Decision element, add an Action.

   

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

   

3. Configure the Action with the following:

   • Label: ObjectName Insert Trigger
   • API Name: ObjectName_Insert_Trigger
   • Object for Record Reference (Input): the object you are setting up for Custom Signals
   • Object for Record Prior Reference, leave empty for created cases (Input): 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 in Flow

1. In your Flow, after the Default Outcome from your Decision element, add an Action.

   

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

   

3. Configure the Action with the following:

   • Label: ObjectName Update Trigger
   • API Name: ObjectName_Update_Trigger
   • Object for Record Reference (Input): the object you are setting up for Custom Signals
   • Object for Record Prior Reference, leave empty for created cases (Input): 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

1. Save the Flow, entering your own Flow Label and Flow API Name.

   

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

   

Repeat this process for each object you want to use for Custom Signals.

 

Summary

Custom Signals let LeanData capture engagement from objects beyond Campaign Members, Tasks, and Events. Each object needs its own record-triggered Flow with a Decision element that separates inserts from updates, and an Add Signal action on each branch. Once the Flow is active, add the object as a Custom Signal in your Journeys settings. See LeanData Journeys - Settings Guide.

For questions or additional assistance, please contact LeanData Support.