Signal Vine Sync - with the help of Process Builder - allows you to automatically add records to Signal Vine.  To configure it is easy:

Step 1: Navigate to the Process Builder

Start off by logging into Salesforce as an administrator.  To get to the Process Builder in Lightning, click on the gear icon and go to Service Setup -> Automation -> Process Builder. 

In Classic, go to Setup -> Create -> Workflows & Approvals -> Process Builder

Step 2: Create a new process

Click the New button to create a new process.  Give your process a name.  The API name automatically populates, but you can change it if you'd like.  Set the process to start when a record changes and click Save.

Creating a new process

Step 3: Select your object and apply filters

Adding an object

Now that your process is created, click to Add Object and choose the student object you want to add to Signal Vine.  Typically this is either Contact or Account, but you might be using a custom object.  You can use either option to start the process, but most organizations choose 'when a record is created or edited.'

Setting up conditions

With an object selected, now you can setup conditions to ensure that only the records you want are sent to Signal Vine.  Click Add Criteria, then give your criteria a name.  In the Set Conditions area, you can add any number of conditions that must be met before the record is sent to Signal Vine. Since Signal Vine requires a mobile phone number, make sure you make your first condition that there is a mobile phone number!

Step 4: Map the record to Signal Vine

You're almost finished, now we need to tell the process how to queue the new record up to be synced.  To do that, click Add Action in the Immediate Action box.  Set your Action Type to 'Create a Record' and then select Signal Vine Participant Sync Object from the list of Record Types.  With the object selected, you'll need to two field values:

1. Customer ID: you want to map the Customer ID as a Field Reference to your object ID. That object ID would be the same object you selected in Step 3.
2. Program Name: set the Program Name as a String that matches the name the program you want to add the record.  It has to match the program name in SV Sync exactly, so be careful.

You can also optionally set the Group value to populate the group_list field in Signal Vine immediately. 

Mapping to Signal Vine

Step 5: Mark record in Signal Vine (optional, but recommended)

While not required, most organizations find it valuable to have a field on the record that indicates whether it is already in Signal Vine. This has two purposes. First, they can condition the process builder to not try to re-send records that are already in Signal Vine. Second, they have that indicator on any record for reports and auditing.

To mark the record as in Signal Vine, you will need to create the field that you want to use first. If that is there:

1. Click Add Action underneath the action you just created.
2. Choose Update Records
3. Select Select the Contact record that started your process from the Record Type selection
4. Select your created field and set the field value you need

From that point, you can adjust your initial criteria in the process builder to include this info.

Step 6: Activate

Now just click the Activate button on the top right of the process.  You're done!  As long as your SV Sync is Active, any records that match your criteria will be automatically added to your sync queue and created in Signal Vine each time the queue is processed.