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Salesforce - Pb Association Events

Contact Association events are required when you know the Opportunity object will be used to fire Conversion Events into Strala.

This event will accept four parts:

1. The Pb to Strala UUID association
2. The Lead to converted Account association
3. The Lead to converted Contact association
4. The Lead to converted Opportunity association

The Lead Association Events

This volition fire an Association Event into JourneyStream that allows united states of america to necktie Leads to Strala UUIDs. Without this, we cannot associate a Atomic number 82 to it's online history.

Offset a new procedure

To create this process, get to Process Automation > Process Builder > New

Name the Process

Name the procedure Strala Lead Association Events and have the process start when a record changes

Add together the object

Choose the Lead object as the object that the criteria volition be evaluated confronting. To do this, select Add Object to find and select the Lead object. Select when a record is created or edited . Under Advanced, check the box that allows for Recursion.

Add together Pb has Strala UUID Criteria

Add criteria past selecting Add Criteria and then proper name the criteria Lead has Strala UUID. Select Conditions are met for the criteria for executing actions. Fix two conditions and make sure All the conditions are met for the outcome to fire:

Field	Operator	Type	Value
[Atomic number 82].strala_sys__UUID__c	Is null	Boolean	Fake
[Lead].strala_sys__UUID__c	Is changed	Boolean	True

Set immediate actions for Pb has Strala UUID

Create an Immediate Activeness by selecting Add Action and name the activeness Send Association to JourneyStream. Choose the Post Association to JourneyStream as the Apex Course and ready the following variables and select Save:

Field	Type	Value
Child ID	Field Reference	[Pb].strala_sys__UUID__c
Parent ID	Field Reference	[Lead].Id
Child Type	String	strala_who_uuid
Parent Type	Cord	lead_id

Add Pb Converted to Business relationship Criteria

Add criteria by selecting Add Criteria and then name the criteria Pb Converted to Account. Select Conditions are met for the criteria for executing deportment. Set ii weather condition and make certain all the weather condition are met for the event to fire:

Field	Operator	Blazon	Value
[Atomic number 82].ConvertedAccountId	Is zippo	Boolean	Faux
[Lead].ConvertedAccountId	Is inverse	Boolean	Truthful

Set Immediate actions for Lead Converted to Account

Create an Immediate Action by selecting Add Action and name the activeness Send Association to JourneyStream. Choose the Post Association to JourneyStream as the Noon Class and ready the following variables and select Save:

Field	Type	Value
Child ID	Field Reference	[Lead].ConvertedAccountId
Parent ID	Field Reference	[Pb].id
Child Type	Cord	account_id
Parent Blazon	Cord	lead_id

Specify what happens to the previous criteria after evaluating the criteria past changing information technology from Finish the process to Evaluate the next criteria and select Save. This will permit this footstep to fire fifty-fifty if the previous event fires.

Add Lead Converted to Contact criteria

Add criteria by selecting Add Criteria and then name the criteria Lead Converted to Contact. Select Weather condition are met for the criteria for executing actions. Set ii conditions and make sure all the conditions are met for the event to burn:

Field	Operator	Blazon	Value
[Lead].ConvertedContactId	Is null	Boolean	False
[Pb].ConvertedContactId	Is changed	Boolean	True

Set immediate actions for Lead Converted to Contact

Create an Immediate Action by selecting Add Action and proper name the action Transport Association to JourneyStream. Choose the Post Association to JourneyStream every bit the Apex Class and gear up the following variables and select Save:

Field	Blazon	Value
Child ID	Field Reference	[Lead].ConvertedContactId
Parent ID	Field Reference	[Lead].id
Kid Type	String	contact_id
Parent Type	String	lead_id

Specify what happens to the previous criteria after evaluating the criteria by changing it from Terminate the process to Evaluate the next criteria and select Salvage. This volition permit this pace to burn fifty-fifty if the previous consequence fires.

Add Atomic number 82 Converted to Opportunity criteria

Add criteria by selecting Add Criteria and and then name the criteria Lead Converted to Opportunity. Select Weather are met for the criteria for executing deportment. Set two weather condition and make sure all the weather are met for the event to fire:

Field	Operator	Type	Value
[Lead].ConvertedOpportunityId	Is nada	Boolean	False
[Pb].ConvertedOpportunityId	Is changed	Boolean	True

Set firsthand actions for Atomic number 82 Converted to Opportunity

Create an Immediate Action past selecting Add Activity and proper name the action Send Clan to JourneyStream. Cull the Post Association to JourneyStream every bit the Apex Course and gear up the following variables and select Save:

Field	Type	Value
Child ID	Field Reference	[Lead].ConvertedOpportunityId
Parent ID	Field Reference	[Lead].id
Kid Blazon	String	account_id
Parent Type	String	lead_id

Specify what happens to the previous criteria after evaluating the criteria by changing it from Stop the process to Evaluate the next criteria and select Save. This will let this step to fire even if the previous event fires.

Activate the process

Activate the process by selecting the Actuate push

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Last updated on October thirteen, 2020

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Source: https://help.observepoint.com/article/310-salesforce-lead-association-events

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