Salesforce Process Automation - Firing Conversion Events
The conversion event endpoint in JourneyStream is looking for the following information:
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
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.