Summary:  

Guidance on how to create a Salesforce Flow to automatically add companies to a monitoring portfolio if they meet certain criteria. 


In the example for this article, any company that has a billing country of Great Britain will automatically be added to the selected portfolio. You will need to adjust certain settings to make this applicable for your own organisation. 



Solution:


For more guidance on how to Create a Salesforce Flow to Auto Add a Company to a Monitoring Portfolio, please view this interactive demonstration.  


You can also follow the below steps to create the flow: 


  1. In your Salesforce setup area, navigate to Flows. This can be done by searching "Flows" in the Quick Find box on the top left of the screen. 
  2. Click on New Flow on the top right of the screen
  3. Choose your flow creation option. In this example, we are choosing Start From Scratch
  4. Click Next
  5. Select the Type of Flow. In this example, we are using a Record-Triggered Flow 
  6. Start configuring your flow triggers, for the flow we are creating we will be setting the following configurations: 
    • Object: Any standard or custom object that has a related lookup to an Account*
    • Trigger the Flow When: A record is created or updated* 
    • Set Entry Conditions - Condition Requirements: All Conditions Are Met (AND)*
    • Field: BillingCountry*
    • Operator: Equals*
    • Value: GB*
    • When to Run the Flow for Updated Records: Only when a record us updated to meet the condition requirements*
    • Actions and Related Records ticked 
    • Tick the Run Asynchronously path field. Apex Actions will only trigger if the process runs asynchronously
  7. Click Save
  8. Name your Flow 
  9. Click Save
  10. In Run Asynchronously section of the flow, click the + button that sits above the End action
    • Click on Action - it has a lightning bolt symbol 
    • In the list, search "CS" to find the available Creditsafe Actions
    • Select the "Add Company to Portfolio" action
    • Name the Action 
    • Click into the Connect ID field 
    • Find the Triggering Account record and select Connect ID from the available fields. When added, the field should read "Triggering Account > Connect id".
    • Add the Portfolio ID in. This is the monitoring Portfolio you want the records to be added to. You can find the Portfolio ID by going to the Monitoring tab and viewing the portfolio
  11. Click Save
  12. Click Activate
  13. Your flow has now been created 


* The fields where we are setting entry conditions are configurable to your own needs. the example we have set is for a record that has a billing country in Great Britain. You will need to change these to suit your own requirements.