Setting Up Salesforce Flow to Sync Account Insights Text Field to a Picklist Field

In this guide, we'll walk through the process of configuring a Salesforce Flow to synchronize data from an Account Insights text field (e.g., Engaging On) to a different field type (e.g., Customer Picklist Field). This will require a Salesforce Admin to complete.

Step 1: Create a New Flow

• Navigate to Setup in Salesforce.
• In the Quick Find box, enter Flows.
• Select Flows, then click on New Flow.
• Choose Record-Triggered Flow for this use case, as you want the flow to run whenever the "Engaging On" managed package field is updated by Terminus.

Step 2: Configure the Flow Trigger

• Set the Object to whatever object your fields are on, let's say it's on the Account object for this example.
• Configure the trigger to run when a record is created or updated.
• Specify the condition requirements to run the flow. You can choose to run the flow only when "Engaging On" is changed by checking Condition Requirements and setting the field to “Engaging On” is changed.
• Click Done to finish setting up the trigger.

Step 3: Use a Decision Element to Check "Customer Text Field" Value

• Drag a Decision element onto the canvas from the elements pane.
• Label it something descriptive, like "Check Terminus Engaging On Value".
• Add outcomes for each of the 5 options present in "Engaging On". For example, if one of the options is "Option1", create an outcome where "Engaging On" equals "Option1".
• Repeat this for the values of "Engaging On" to be added to the picklist.

Step 4: Add Assignment Elements for Each Outcome

• For each outcome in the decision element, drag an Assignment element onto the canvas.
• Connect each outcome to its respective Assignment element.
• In the Assignment element, set the "Customer Picklist Field" to the corresponding value that matches the "Engaging On" value.
• For example, if the outcome is for "Option1", set the "Customer Picklist Field" to "Option1" within the assignment.

Step 5: Update the Record

• After setting up all assignment elements, drag an Update Records element onto the canvas.
• Connect all assignment elements to this update element.
• Configure it to update the record that triggered the flow.

Step 6: Save and Activate the Flow

• Click Save and give your flow a name.
• Then, Activate the flow to put it into action.

By following these steps, you effectively synchronize the "Customer Picklist Field" with the "Engaging On" field in Account Insights. This flow ensures that whenever the external source updates "Engaging On", the "Customer Picklist Field" is automatically updated to match its value, maintaining consistency across your data with minimal manual intervention.