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The logged in users must have access to:
To sync leads:
The lead object, with read and write access to all the fields that you are syncing to.
To sync contacts:
The contact object, with read and write access to all the fields that you are syncing to.
Account object with read and write access to all the fields that you are going to sync to.
To add records to campaigns:
All the campaigns that you desire to add leads/contacts to.
To add records to events:
Read & Write access to all events to be synced to.
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Your Salesforce account is now connected. |
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To map your Captello fields to Salesforce fields, click on the drop-down of the intended account, and clickthe click the object you need to map to.
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The status value has to pre-exist in the event. Otherwise, it will give an error and will not add the record to the event.
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Your capture form is now set up to add records to Salesforce events! |
Assigning Owner Based on Captello Users
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Create two custom fields inside each object you desire to sync owners to:
Navigate to Setup > Object Manager > Leads AND/OR Contacts and create the following fields:
- A text field, to hold the name of the person who captured the record in Captello. A recommended name for the field is ‘Captello Captured By’.
- A checkbox field, to store a value indicating that the lead/contact has gone through the flow. This guarantees that the owner will not be changed if the same record was captured again by another person.
A recommended name for the field is 'Owner Assigned Using Flow’.
Make sure that your user profile has access to the fields in Field Accessibility settings, so you can use them inside Flows. You can access Field Accessibility by navigating to a field’s page and clicking View Field Accessibility.
Building the Flow
Navigate to Setup > use Quick Search to find Flows.
Click on New to create a new flow.
Select Start From Scratch.
Select Record-Triggered Flow.
On Configure Start, select the Lead or Contact Object.
Select ‘When a record is created’. This is to guarantee that existing records don’t get their owners changed when they get updated.
On Set Entry Conditions, set the following 2 conditions:
- Captello_Captured_By__C [is Null] > {!$GlobalConstant.False}. This is to detect if the field has a value.
- Owner_Assigned_Using_Flow__c [Not Equal] > {!$GlobalConstant.True}. This is to make sure records who already ran through the flow do not get into it again.
The ‘Configure Start’ should look like the following:
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- Owner_Assigned_Using_Flow: Set to {!$GlobalConstant.True}. This guarantees the same record does not go into the flow again.
The update record actions should look like the following:
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