Salesforce Process Automation - Firing Conversion Events

Endpoint Overview

The conversion event endpoint in JourneyStream is looking for the following information:

• conversion_object
• conversion_event
• conversion_id
• revenue
• who_uuid

With this established, here is what that would translate into as you set up the process in SFDC to fire a conversion event for a Lead that gets created:

conversion_object='Lead'
conversion_event='SFDC Lead'
conversion_id=<SFDC lead_id>
revenue=0
who_uuid=<strala_uuid><br>

Using this convention, here are the steps to set up a new Process Builder process to fire a conversion event into JourneyStream when a Lead gets created:

Create a new process

Go into the Process Automation Section under Platform Tools and create a new process. This will be at Platform Tools > Process Builder > New

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Set up the process 

Start the set up by filling out the Process Name (API Name will automatically get generated from the name) and then select the event that will trigger the process to start. In this case, it will be when a record changes. Hit Save.

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Add an object

Click on Add Object and then choose an object and specify when the process will get started (in this case I chose only when a record is created because we’re going to fire when a Lead is created). Click Save.

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Add criteria

Click Add Criteria and set the criteria for the process to fire. In this case, I just set the condition to be Lead.id isNull = False. This just means there is a Lead.id. Click Save.

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Add an action

Click Add Action and set the action. This is where you will reference the Strala classes that got set up via the managed package and add the fields we outlined at the beginning of the field. Click Save.

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Activate the process

Click the Activate button to activate the new process. Once activated, this will fire a conversion event into JourneyStream when a Lead is created.

This example is just a simple case where you would fire an event when a Lead is created. By using the classes within Salesforce, you can match complex rules and fire conversion events only when those rules are met.