[00:00:05] Hi there, it's James from Movedata and in this video I'm going to show you how to add conditional business rules using Salesforce Flows to set different criteria according to

[00:00:13] the platform which you're integrating.

[00:00:16] So in this example, we have a donation from Grassrootz, which has produced a few different records.

[00:00:21] And in this example, we have a donation from Raisley, which has also produced its own records.

[00:00:27] And if we open our opportunity record, which is created, we can see that there's a field here called lead source, which we'll be using in this video

[00:00:38] And basically what we want to do is set Raisley if the platform that's sending this information through is Raisley or Grassrootz if the platform is Grassrootz.

[00:00:48] So what we can do is open flows.

[00:00:51] And there's already a flow which is responsible for doing some stuff when processing the opportunity into Salesforce.

[00:01:00] And we can add some business rules into this flow to support setting a different value for lead source conditional on the platform.

[00:01:08] So if we open up one of our notifications and click into execution and we find the appropriate phase, in this case it's going to be the donation phase, which is responsible

[00:01:21] for creating the opportunity record and click on view variables.

[00:01:25] We can search to see if there's anything that's going to tell us is this Raisely or is this Grassrootz.

[00:01:32] So if I search for Raisely, I can see there's a field called platform, which has a value of Raisely.

[00:01:38] If I do the same on Grassrootz, open up the variables and search for grass, we can see that the same variable platform, Grassrootz, platform, raised.

[00:01:53] So we can use this variable platform, which I'm going to copy to filter out, is this Raisely or is this Grassrootz.

[00:02:01] So back to our flow, what I can do is add a decision.

[00:02:05] You can call this whatever you like.

[00:02:06] I'm just going to say, assess platform.

[00:02:13] Raisely if...

[00:02:18] Platform, which is a variable that gets added to our flow, and it is text, and it's available for input into our flow, equals, and then I'm gonna copy across the value that's

[00:02:31] present, Raisely.

[00:02:34] So platform equals Raisely, or for Grassrootz, I've already added my platform, variable of platform equals, and it is important to copy and paste it.

[00:02:48] so you don't get typos, casing errors, or if platform equals Grassrootz.

[00:02:54] So you can see now we've got two branches, if the platform's Raisely or if the platform's Grassrootz.

[00:03:00] And in the case of Raisely, I want to set lead source Raisely.

[00:03:08] So record, which we've already added in this flow and is in the flow 101 videos, dot.

[00:03:15] lead source.

[00:03:16] In that scenario, I want to set this value to Raisley.

[00:03:22] In the Grassrootz scenario, I want to set lead source.

[00:03:30] Grassrootz.

[00:03:31] Record.leadSource equals Grassrootz.

[00:03:38] So really simple decision based on the variable platform to create a couple of different branches and then you could have, you know, as much as little business logic underneath

[00:03:50] each branch as you like.

[00:03:52] So I can now save this as a new version.

[00:03:56] I can activate my flow.

[00:04:00] and I can come back to my notifications and I can reprocess each.

[00:04:16] and then I can open up the records which are produced from those reprocessed notifications.

[00:04:22] So in this case, it's the Grassrootz one.

[00:04:27] I can scroll down, I can see lead source equals Grassrootz.

[00:04:30] In this case, it's the Raisely one.

[00:04:35] can scroll down I can see lead source equals Raisely.

[00:04:39] So that's how you use the variable platform to run conditional business rules based on the platform you are integrating.

[00:04:44] Thanks and bye.