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:

  1. The Contact to Account association
  2. 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 

Strala Contact Association Events and have the process start when a record change
Choose the Contact object as the object that the criteria will be evaluated against. To do this, select 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 by selecting 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

Create an Immediate Action by selecting  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

Create an Immediate Action by selecting 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].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


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