Configure the Salesforce Data Event
Using this Journey Builder event, contacts enter the journey when a Sales Cloud record is created or updated.
Required Editions
| User Permissions Needed | |
|---|---|
| To configure or activate a journey that includes this type of entry event: | Users must have a role assigned with these permissions allowed:
|
- Drag Salesforce Data onto the canvas.
- Click Salesforce Data.
- Select Salesforce Data Event.
- Select a primary object as the event source.
- Specify whether to send contacts into the journey when records are created, updated, or both.
-
Specify who enters the journey.
Note When configuring the event, select who enters a journey, such as leads, contacts, person accounts, or users. If you select the Leads, Contacts or Users object, the Who ID is available. For all other objects, the object must contain a lookup field for the Who ID. - Create a filter for the primary object.
-
Add more filtering criteria based on any reference objects, which includes any object
cross-referenced from the primary object.
Note Polymorphic fields aren't supported in secondary filter criteria.
- Select journey data based on primary or reference objects. The event sends data from the selected fields to Journey Builder. Each record automatically includes the ID related to the person entering the journey, that person's email address, and the email opt-out flag status as applicable.
- Configure the remainder of the journey by adding and configuring activities.
-
Click Activate to start the journey. This action creates a Flow
in Sales Cloud.
Note Salesforce entry sources, including the Salesforce Data, Campaign, and Community entry sources, are only editable when no other journey or version uses them. You can't edit the object a Salesforce entry source uses to decide who enters the journey. To choose a different object in a Salesforce entry source, delete and recreate the entry source.
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