Salesforce - Opportunity 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 at least one part:
- The Opportunity to Account association
The Opportunity Association Events
This will fire an Association Event into JourneyStream that allows us to tie Opportunities to Accounts.
Start a new process
To create this process, go to Process Automation > Process Builder > New
Name the Process
Name the process Strala Opportunity Events and have the process start when a record changes
Add the object
Choose the Opportunity object as the object that the criteria will be evaluated against. To do this, select
Add Object to find and select the Opportunity object. Select
when a record is created or edited . Under Advanced, check the box that allows for Recursion.
Add Opportunity has Account criteria
Add criteria by selecting
Add Criteria and then name the criteria Opportunity 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 |
| [Opportunity].AccountId | Is null | Boolean | False |
| [Opportunity].AccountId | Is changed | Boolean | True |
Set immediate actions for Lead has Strala UUID
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 | [Opportunity].Id |
| Parent ID | Field Reference | [Opportunity].AccountId |
| Child Type | String | opportunity_id |
| Parent Type | String | account_id |
