This article will show you how set a field in Salesforce conditional on data inside your Source Platform. In this example, we will set the custom field field Lead Source (LeadSource
) on the Contact
record to Raisely
but only if the Platform is Raisely
.
Note: this article is an extension of the article Decision against Salesforce Data where a value of Raisely
is being set on the field Contact.LeadSource
when a value does not already exist for Contact.LeadSource
.
Add Decision
In your Flow click the +
icon to add a new Element and select Decision
. Configure your decision with the following information:
Item | Value | Comment |
Label | Check Platform |
|
API Name |
| Autogenerated |
Outcome Label | Raisely |
|
Outcome API Name |
| Autogenerated |
Resource |
|
|
Operator |
|
|
Value |
|
|
Open Execution Log
You now need to identify the value to use to determine if the platform is Raisely
. To do so, open a notification and click into Execution
:
Inside your Execution, scroll down to Contact Parameters
and note the available values:
Create Source Platform Variable
Copy the value Platform
and under Resource
in Decision
click New Resource
. Enter the following information:
Item | Value | Comment |
Resource Type | Variable |
|
API Name |
| The name of the variable made available through MoveData |
Data Type |
| Use the type appropriate to your data (in this example test is the appropriate type, but if the variable was Date/Time then Date/Time would be appropriate, etc) |
Available for Input |
|
|
Check Source Platform Variable
Click Done
and the variable Platform
will be added as the resource to your decision. You can now complete your decision:
Item | Value | Comment |
Label | Check Platform |
|
API Name |
| Autogenerated |
Outcome Label | Raisely |
|
Outcome API Name |
| Autogenerated |
Resource |
| The variable from your source platform |
Operator | Equals | The logic the decision is to use |
Value |
| The logic the decision is to use |
Your Flow should now look like:
Save Flow
You can now save and activate your Flow. You do not need to add any entries in the MoveData Pipeline as the Flow and Field Set have already been added.
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