Salesforce - Contact 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 have two parts:
- The Contact to Account association
- The Contact to Strala UUID association
The Contact to Account Association
This will fire an Association Event into JourneyStream that allows us to tie Contacts to Accounts. Without this, we cannot associate a Contact's online history to the Opportunity.
Start a new process
To create this process, go to Process Automation > Process Builder > New
Name the process
Add Object to find and select the Contact object. Select
when a record is created or edited . Under Advanced, check the box that allows for Recursion.
Add Contact has Account Criteria
Add Criteria and then name the criteria Contact has Account. Select
Conditions are met for the criteria for executing actions. Set two conditions and make sure
All the conditions are met for the event to fire:
| Field | Operator | Type | Value |
| [Contact].Accountid | Is null | Boolean | False |
| [Contact].Accountid | Is changed | Boolean | True |
Add Action and name the action Send Association to JourneyStream. Choose the
Post Association to JourneyStream as the Apex Class and set the following variables and select Save:
| Field | Type | Value |
| Child ID | Field Reference | [Contact].Id |
| Parent ID | Field Reference | [Contact].AccountId |
| Child Type | String | contact_id |
| Parent Type | String | account_id |
Specify what happens after evaluating the criteria by changing it from Stop the process to Evaluate the next criteria and select Save.
Add Contact has UUID criteria
Add criteria by selecting Add Criteria and then name the criteria Contact has UUID. Select Conditions are met for the criteria for executing actions. Set two conditions and make sure all the conditions are met for the event to fire:| Field | Operator | Type | Value |
| [Contact].strala_sys__UUID__c | Is null | Boolean | False |
| [Contact].strala_sys__UUID__c | Is changed | Boolean | True |
Post Association to JourneyStream as the Apex Class and set the following variables and select Save:
| Field | Type | Value |
| Child ID | Field Reference | [Contact].strala_sys__UUID__c |
| Parent ID | Field Reference | [Contact].Contactid |
| Child Type | String | strala_who_uuid |
| Parent Type | String | contact_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 allow this step to fire even if the previous event fires.
Activate the process
Activate the process by selecting the Activate button
