Affinity For Salesforce How To Use Affinity Data To Create Record Triggered Salesforce Notifications

Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

1. Use Affinity data to create Salesforce notifications
2. Example: How to create a record-trigger Flow to notify users about job changes
3. Additional record-triggered notification types
   1. For accounts
   2. For contacts
   3. For both accounts and contacts

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Use Affinity data to create Salesforce notifications

• Record-triggered Flows automatically execute actions when a record is created, updated, or deleted.
• You can use Affinity data to create these Flows to automate more of your workflows or create timely alerts. For example, you can create a Flow that is triggered when an existing contact’s relationship score is updated or a contact changes jobs.
• Let’s walk through the steps for creating notifications with record-triggered Flows. We’ll use a job change for this example, but once created, you can use this as a template to create additional record-triggered notifications.

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Example: How to create a record-trigger Flow to notify users about job changes

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Step 1 - Create a new record-triggered Flow

1. From Setup, enter “Flows” in the Quick Find box, then select Flows.
2. Click New Flow.
3. Select Start from Scratch, and then click Next.
4. Select Record-Triggered Flow.
5. Click Create.

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Step 2 - Define the trigger

1. For Object, select Contact.
2. For Trigger the Flow When, select A record is updated.
3. For the Condition Requirements, select All Conditions Are Met (OR)
4. Define the first condition:
   • Field: Current_Job_Title_Affinity (Note: your field might have a different name)
   • Operator: Is Changed
   • Value: True
5. Click Add Condition
6. Define the second condition:
   • Field: Current_Company_Affinity (note: your field might have a different name)
   • Operator: Is Changed
   • Value: True
7. At the bottom of the Configure Start window, select Actions and Related Records.

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Step 3 - Create a new custom notification type

1. In a new tab, go to Setup, enter “Notification” in the Quick Find box, and then select Custom Notifications.
2. Click New.
3. Select Salesforce Desktop or Mobile as your notification type.

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Step 4 - Add a Get Records element

1. Click the plus sign (+) below the start node to add a new element.
2. Select Get Records from the dropdown.
3. Write “Get Notification Type ID” as the label.
4. Under Get Records of This Object, search for and select Custom Notification Type.
5. Filter the notification type using: Field: MasterLabel, Operator: Equals, Value: Affinity Job Change Notifications
6. Select Only the first record and Automatically store all fields.

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Step 5 - Add an Assignment element to ensure the right people are notified

1. Click the plus sign (+) below the new Get Records node to add a new element.
2. Select Assignment from the dropdown.
3. Write “Assign Owner to Notification List” as the label.
4. Go to the Toolbox in the left side panel and click New Resource.
5. Fill in: Resource Type: Variable, API Name: Notification Recipient IDs, Description: List of people who will get notified about job changes, Data Type: Text, check Allow multiple values.
6. Click Done.
7. Set variables to: Variable: Notification Recipient IDs, Operator: Add, Value: Triggering Contact > Owner ID > User ID

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Step 6 - Add an Action element to send the notification

1. Click the plus sign (+) below the new Assignment node to add a new element.
2. Select Action from the dropdown.
3. Search and select Send Custom Notification.
4. Give the element a name by adding a label (e.g. Send Job Change Notification).
5. Add the new custom notification type ID you just created by selecting Custom Notification Type ID under Record Fields in the dropdown.
6. Before adding the notification body or title values, you must create them as new resources (Text Templates).
7. Add the new Notification Body and Notification Title values to the Action element.
8. Add the new Notification Recipient IDs to Recipient IDs.
9. Toggle the Target ID so it’s included and select Contact ID as the value.

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Step 7 - Save, debug, and test your Flow

1. Click Save or Save As a New Version.
2. Select the Debug button and select a Contact to test.
3. Change the Current Company on the Contact record and select Run.
4. Once any bugs are resolved, you should run additional tests to ensure your Flow is working as expected.
5. Once you’ve activated your flow, head over to a contact that you are the owner of, and try changing their job title or company.

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Additional record-triggered notification types

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For accounts

• Funding updates: You can trigger notifications when the Last Funding Date or Total Funding Amount (USD) fields change.
• Investor changes: Send notifications when the Investors field is updated.
• Headcount or growth signals: Create alerts if Number of Employees, or Employees (Current), Employees (3/6/12/24 Months Ago), or Employee Departures/Hires (Last 3 Months) fields significantly change.
• Industry shifts or location changes: Notify users if the company’s Location or Industry fields are updated.
• New relationship introduction: Use the Source of Introduction field to prompt notifications when a new introduction or referral is logged.

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For contacts

• LinkedIn profile updates: If the LinkedIn URL or LinkedIn Profile Headline changes, send notifications.
• Contact information changes: Set up notifications when the Phone Number or Last Email Used fields change.

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For both accounts and contacts

• Activity-Based Notifications: Create triggers when First Email, Last Email, First Meeting, or Last Meeting dates change.

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Screenshots