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Create a Flow and Add Trigger Rewards
Create a Flow and Add Trigger Rewards

Learn how to create a flow in Salesforce.

R
Written by Rishabh Kumar
Updated yesterday

Creating a Flow in Salesforce for Xoxoday Plum Reward Automation

Before you get into creating your flows, you need to Create a Campaign and automation in Xoxoday Plum, Add the Xoxoday Refresh widget, and refresh it, to have all your old and new automation synced in.


Step 0: Once you have added the widget, click "Refresh".


Step 1: On the homepage, Go to Navbar->Select Setup and Click "Setup"


Step 2: On the Setup Dashboard, Search for "Flows" under Process Automation and Click "New Flow".


Step 3: Now select the template type and Configure the Start Trigger Settings, Under Object: Select Lead/Contact and Click "done".

Step 4: Now next step would be to add a new element: from options select "Create records".


Step 5: Edit the Create Records settings and under object look for "XoxodayRewardFlowAutomations" and then Click "Done". (refer to above image)


Step 6: Now add another element and Select "Get Records".


Step 7: Edit the Get Records settings and under object look for "XoxodayRewardFlowAutomations" Once done, "Filter XoxodayRewardFlowAutomations Records" has to be updated. - In fields select "id" - In Values look for "Record (single) variables" ->Select your Xoxoday automation->Select "ID".

Step 8: Now the element that has to be added is "Action": Add element->Select Action->Uncategorised-> Action name: Xoxoday Plum Reward API.

Step 9: Update Input fields as per your flow (refer below image)

Step 10: Now "Save" your flow and Activate it.

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