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
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. Leave the default to start the process only when a record is created selected.
Adding an object
With an object selected, now you need to setup a filter. Click Add Criteria, then give your criteria a name. If you want only add some new records, you can setup that criteria here. If you want to add all new records, select the "No criteria—just execute the actions!" option.
Adding all new records
Adding filtered records
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:
- 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.
- 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.
Mapping to Signal Vine
Step 5: 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.