This document describes the process to configure flows to send data from Salesforce to PartnerAlign.

If the flows are not configured properly, the sync will not happen and the error logs regarding Salesforce to PartnerAlign sync will not be recorded. Perform the following steps to configure flows:

  1. Go to Setup > Flows.
  2. Click on New Flow on the top-right.
  3. Select “Record-Triggered Flow” and click on Create. Record-triggered flows can be invoked when a record is created, updated or deleted. A user can also configure another kind of flow to invoke Salesforce to Partner Align sync. However, those flows are invoked differently.
  4. Select the trigger object and “Trigger the Flow When” as per your requirements.
  5. On scrolling down, you can set the entry conditions for the flow:
  6. On scrolling down further, you will find flow optimization settings. Select “Actions and Related Records” and click on Done.
  7. Click on the “+” icon and select “Action”.
  8. Search for “Sync a record with Partner Align” and select it. Fill in the label and description. Set the toggle on the right site and input values as shown below. Click on Done.
  9. Click on Save on the top right to save the flow, and provide the flow name. After saving, activate the flow.
  10. Create the flows for contacts and opportunities objects as well.
  11. Activate all the flows.