Role | Admin |
Version | 2.130 |
Challenge | I want to trigger the Submit to AdServer process under specific criteriaprocesses only under certain circumstances. |
...
Solution
A customized solution for many use cases can be created with Salesforce Flows can be used for many purposes. We enabled our features Check Availability and Submit to AdServer also for Flows.
Please have a look at the setup section to find out how this can be used.
...
Setup
If you are not familiar with Salesforce flows yet please have a look at the following trailhead: https://trailhead.salesforce.com/content/learn/modules/flow-basics
...
| Note |
|---|
Please take note that at the moment only screen flows are supported by this and not schedule-triggered flows or record-triggered flows. |
...
| Table of Contents | ||
|---|---|---|
|
Example Flow
Our example is only allowing the AdServer submit when the availability of a Campaign Item is given.
Our flow to cover this use case will consist of the following steps:
get Get the Campaign Item records for the Media Campaign where the flow is being started.
check Check if the availability is given to show an overview which items will be submitted.
execute Execute the Submit to AdServer action for the available items.
the The last step shows includes a screen that shows if the job was successful or not.
| Info |
|---|
To give enter the record id where the flow is being started into the flow you will need to create a text input variable with the name “recordId”. When the flow is being started from campaign item then Media Campaign or Campaign Item the record id will be entered into that variable automatically. |
After the flow is created and activated we create the action button on the Media Campaign object and add it to the Media Campaign page layout.
Then the flow can be started and tested.
| Note |
|---|
Please remember that any error which is AdServer related will not be shown in this job (as this is the action). To check AdServer related errors the mail which will be sent out can be used as a basis. |
...
For components you can see the error from the AdServer directly in the system. For a differentiation between actions and components please have a look at the section below. |
Example flow:
...
Setup information
Your flow can consist of nearly any kind of logic.
...