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Decision against Platform Data
James Gilray avatar
Written by James Gilray
Updated over 7 months ago

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

Check_Platform

Autogenerated

Outcome Label

Raisely

Outcome API Name

Raisely

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

Platform

The name of the variable made available through MoveData

Data Type

Text

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

True

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

Check_Platform

Autogenerated

Outcome Label

Raisely

Outcome API Name

Raisely

Autogenerated

Resource

{!Platform}

The variable from your source platform

Operator

Equals

The logic the decision is to use

Value

raisely

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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