Process Builder / Flows

4 minute read

Salesforce Process builder is being retire in favour of flows. As many customers still use process builder we have kept the documentation below. But it worth looking at flows first click here or scroll down to see how they work with our product.

  • Salesforce process builder allows you to build complex flows without code.

  • Campaign Monitor for Salesforce provides invokable actions that work with process builder allowing you to:

    • Create a subscriber list.
    • Add, delete or unsubscribe a contact.
    • Add, delete or unsubscribe a lead.

Process builder is an advanced topic. To learn more, please refer to the Salesforce trailhead guide on how to use the Salesforce process builder - Automate simple business processes with process builder.

Using the process builder with Campaign Monitor

First start by creating your process builder flow. When you want to create your first action be that immediate or scheduled follow these steps:

  1. Click Add action.

  2. Choose apex on action type.

  3. Give the Action a name.

  4. In Apex Class start to type, this will display our invokable actions relating to lists and members.
    a.    Create a new subscriber list in Campaign Monitor.
    b.    Add a contact to a subscriber list.
    c.    Add a lead to a subscriber list.
    d.    Delete a contact from a subscriber list.
    e.    Delete a lead from a subscriber list.
    f.     Unsubscribe a contact from a subscriber list.
    g.    Unsubscribe a lead from a subscriber list.

  5. When working with the add, delete or unsubscribe rules (options b through g above) you will need to specify either the contact or lead ID depending on what object you are working with. The contact or lead ID is simply the record ID.

  6. The subscriber list ID can be found on the subscriber list record on the details screen under the collapsed system information.

Process builder does not work well when triggered in bulk i.e. when many records meet the flow criteria at once.  Only use process builder if you are comfortable with how it works and have tested your flows.

Instant Import Wizard

The instant import wizard invokable action allows you to start an import based on a process flow. When the flow is triggered the import will start instantly. If you don't already have an import setup first Create one. Once the import is setup you will see the import ID i.e. SI-0001 take a note of this ID.

Next create your process flow and click add action.

Action type = Apex
Action name = Enter a name i.e. start import wizard
Apex class = Start an import wizard job

On Set apex variables click the Add row button. There is only one variable which is called Import Id.  The type is String, the value will be the ID you copied down earlier. See the screenshot below for a graphical representation .

Flows

Flows are a very advanced Salesforce feature. They should be fully understood outside of our integration before using. Typically a Salesforce developer or  administrator will be responsible for creating and maintaing flows. Beaufort 12 does not direclty support flows but we do have invokable actions that you can use with them.

A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system. Salesforce Flow provides two types of flows: screen flows and autolaunched flows. To automate a business process that collects data from people, use a screen flow.

Once you have built your flow and you want to use one of our invokable actions please:
  1. Click + and then Action.

  2. In the search type the name of one of our actions listed below;

  3. a.    Create a new subscriber list in Campaign Monitor.
    b.    Add a contact to a subscriber list.
    c.    Add a lead to a subscriber list.
    d.    Delete a contact from a subscriber list.
    e.    Delete a lead from a subscriber list.
    f.     Unsubscribe a contact from a subscriber list.
    g.    Unsubscribe a lead from a subscriber list.

  4. When working with the add, delete or unsubscribe rules (options b through g above) you will need to specify either the contact or lead ID depending on what object you are working with. The contact or lead ID is simply the record ID.

  5. The subscriber list Id is not the Salesforce record Id. It is actually the Campaign Subscriber List Id it can be found on the Salesforce subscriber list record on the details screen under the collapsed System Information.

Next Steps

Below are two articles that are recommended reading and the best next steps.

FAQs

How can I delete a smart email mapping?

Working with high volumes and scheduled flows

Why are my journey email tracking statistics not being synced?

How do I troubleshoot a transactional email not being sent?

How do I apply a date format?

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