Salesforce will be starting to deprecate Process Builder in favor of Flows. This process automation tool allows you to set criteria for which contacts you want to be sent to a Signal Vine program. Follow these instructions for setting up a Flow to create Signal Vine participant records, whose data will sync every ten minutes based on your field mapping configuration.
Step 1: Navigate to Flows via Setup
Step 2: Create a new Record-Triggered Freeform Flow
Make sure Freeform is selected at the top. Sometimes the default is Auto-layout which won't work.
Step 3: Click "Edit" in the Start box and fill in the fields you want to set as the criteria for a contact to get added to a particular program
First, select the primary object that you're syncing with. You can reference the Field Mapping section if you don't know. Then select "A record is created or updated" under the Configure Trigger section. Under Set Entry Conditions, you can choose if you want the record created when all the conditions are met, any condition is met, or create custom logic.
For the entry conditions, search for the field(s) on the object you've selected and set your condition. At the very least we recommend setting your Mobile Phone field to is null = FALSE. This will ensure Signal Vine is only attempting to create records that have a mobile phone number, which is a requirement anyway.
Once you're done with the conditions, make sure Actions and Related Records is highlighted, then click Done.
Step 4: Drag a pink "Create Records" square onto the Flow-builder area
Step 5: Set up record creation
You can name this step whatever you'd like, but be sure that you have the correct object set (Signal Vine Participant Sync Object), and that you are mapping these two fields: svmessaging__Customer_ID__c and svmessaging__Program_Name__c. If you are using SV Sync and not SV Messaging, the fields will be called svtransit__Customer_ID__c and svtransit__Program_Name__c. The Program Name value should be a string, and it should be the exact display name of the Signal Vine program you want to add the records to. If you don't know the program name, you can go to the Programs tab in SV Messaging, or the SV Sync Setup tab in SV Sync, to see the name of the program.
Once those fields are set, click Done.
Step 6: Set up the Flow and save
Click the white circle at the bottom of the Start box, and drag it to touch the white circle on the pink Create Records box. Once you let go, you should see the arrow that says "Run immediately".
Step 7: Save your Flow and activate it
Note that the Flow will only process records that meet the set criteria moving forward, it will not retroactively add contacts that have met the criteria into Signal Vine. You can use SV Push to create records in Signal Vine that you want to start texting immediately.