From a86f15ef53a0a1e2f061cc729c47cfc211f28d0b Mon Sep 17 00:00:00 2001 From: shahminiaru <86762255+shahminiaru@users.noreply.github.com> Date: Thu, 14 Sep 2023 21:25:04 +0800 Subject: [PATCH] salesforce ae 2 shahmini master (#345) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit * salesforce ae 2 shahmini cp4i 3 UCs for SF AE part 2 release * salesforce ae 2 shahmini master SF AE 2 * Update template-metadata.json entries for SF AE 2 UCs * Delete resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Delete resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md * Update template-metadata.json { "name": "Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp ", "description": "Use this template to associate a newly created prospect to a list in Salesforce Account Engagement from a MailChimp list whenever a new subscriber is created in MailChimp. If the list exists, based on the new subscriber, a prospect is created, and the prospect is then associated with the existing list. If the list does not exist, a list is created along with the prospect details, and it will be associated with the newly created list in Salesforce Account Engagement.", "summary": "MailChimp to Salesforce Account Engagement", "sourceApp": "mailchimp", "targetApps": ["salesforceae"], "tags": ["mailchimp", "salesforceae", "if"], "offerings": ["app connect professional"] }, * sfae 2 Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Update template-metadata.json Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Create Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Update template-metadata.json entries for SF AE 2 * Delete resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml * Delete resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md * Update template-metadata.json { "name": "Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp ", "description": "Use this template to associate a newly created prospect to a list in Salesforce Account Engagement from a MailChimp list whenever a new subscriber is created in MailChimp. If the list exists, based on the new subscriber, a prospect is created, and the prospect is then associated with the existing list. If the list does not exist, a list is created along with the prospect details, and it will be associated with the newly created list in Salesforce Account Engagement.", "summary": "MailChimp to Salesforce Account Engagement", "sourceApp": "mailchimp", "targetApps": ["salesforceae"], "tags": ["mailchimp", "salesforceae", "if"], "offerings": ["app connect professional"] }, * sf ae 2 Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * sf ae 2 Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions * Update template-metadata.json Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Update template-metadata.json --------- Co-authored-by: Deepak Ayilliath <87267785+Deepak-Ayilliath@users.noreply.github.com> --- ...ew subscriber is created in MailChimp.yaml | 323 ++++++++++++++++++ ...alesforce Account Engagement prospect.yaml | 177 ++++++++++ ...ed from Salesforce Account Engagement.yaml | 226 ++++++++++++ ...er is created in MailChimp_instructions.md | 10 + ...ccount Engagement prospect_instructions.md | 13 + ...esforce Account Engagement_instructions.md | 12 + resources/template-metadata.json | 30 +- 7 files changed, 789 insertions(+), 2 deletions(-) create mode 100644 resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml create mode 100644 resources/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect.yaml create mode 100644 resources/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement.yaml create mode 100644 resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md create mode 100644 resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md create mode 100644 resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md diff --git a/resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml b/resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml new file mode 100644 index 000000000..15ae11077 --- /dev/null +++ b/resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml @@ -0,0 +1,323 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + CREATED: + input-context: + data: Members + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + list_id: 6fc8383307 + parentFilter: + list_id: 6fc8383307 + connector-type: mailchimp + action-interfaces: + action-interface-3: + type: api-action + business-object: getApiV5ObjectsLists_model + connector-type: salesforceae + actions: + RETRIEVEALL: {} + action-interface-4: + type: api-action + business-object: postApiV5ObjectsLists_model + connector-type: salesforceae + actions: + postApiV5ObjectsLists: {} + action-interface-5: + type: api-action + business-object: postApiV5ObjectsProspects_model + connector-type: salesforceae + actions: + postApiV5ObjectsProspects: {} + action-interface-6: + type: api-action + business-object: postApiV5ObjectsListMemberships_model + connector-type: salesforceae + actions: + postApiV5ObjectsListMemberships: {} + action-interface-7: + type: api-action + business-object: postApiV5ObjectsProspects_model + connector-type: salesforceae + actions: + postApiV5ObjectsProspects: {} + action-interface-8: + type: api-action + business-object: postApiV5ObjectsListMemberships_model + connector-type: salesforceae + actions: + postApiV5ObjectsListMemberships: {} + action-interface-1: + type: api-action + business-object: Lists + connector-type: mailchimp + actions: + RETRIEVEALL: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: MailChimp Retrieve lists + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + id: '{{$Trigger.list_id}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: SKIP_LIMIT + allow-empty-output: false + - retrieve-action: + name: Salesforce Account Engagement Retrieve lists + target: + $ref: '#/integration/action-interfaces/action-interface-3' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - name: '{{$MailChimpRetrievelists.name}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MailChimpRetrievelists + $ref: '#/node-output/MailChimp Retrieve lists/response/payload' + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: TOKEN + allow-empty-output: true + - if: + name: If + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MailChimpRetrievemembers + $ref: '#/node-output/MailChimp Retrieve members/response/payload' + - variable: MailChimpRetrievemembersMetadata + $ref: '#/node-output/MailChimp Retrieve members/response' + - variable: MailChimpRetrievelists + $ref: '#/node-output/MailChimp Retrieve lists/response/payload' + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + lists/response + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$SalesforceAccountEngagementRetrievelistsMetadata."status-code"}}': '204' + execute: + - custom-action: + name: Salesforce Account Engagement Create list + target: + $ref: '#/integration/action-interfaces/action-interface-4' + action: postApiV5ObjectsLists + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - name: + template: '{{$MailChimpRetrievelists.name}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Salesforce Account Engagement Create prospect + target: + $ref: '#/integration/action-interfaces/action-interface-5' + action: postApiV5ObjectsProspects + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - email: + template: '{{$Trigger.email_address}}' + - firstName: + template: '{{$Trigger.merge_fields.FNAME}}' + - lastName: + template: '{{$Trigger.merge_fields.LNAME}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementCreatelist + $ref: >- + #/block/If/node-output/Salesforce Account + Engagement Create list/response/payload + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Salesforce Account Engagement Create list membership + target: + $ref: '#/integration/action-interfaces/action-interface-6' + action: postApiV5ObjectsListMemberships + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - listId: + expression: '$SalesforceAccountEngagementCreatelist.id ' + - prospectId: + expression: '$SalesforceAccountEngagementCreateprospect.id ' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementCreatelist + $ref: >- + #/block/If/node-output/Salesforce Account + Engagement Create list/response/payload + - variable: SalesforceAccountEngagementCreateprospect + $ref: >- + #/block/If/node-output/Salesforce Account + Engagement Create prospect/response/payload + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: + - custom-action: + name: Salesforce Account Engagement Create prospect 2 + target: + $ref: '#/integration/action-interfaces/action-interface-7' + action: postApiV5ObjectsProspects + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - email: + template: '{{$Trigger.email_address}}' + - firstName: + template: '{{$Trigger.merge_fields.FNAME}}' + - lastName: + template: '{{$Trigger.merge_fields.LNAME}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Salesforce Account Engagement Create list membership 2 + target: + $ref: '#/integration/action-interfaces/action-interface-8' + action: postApiV5ObjectsListMemberships + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - listId: + expression: '$SalesforceAccountEngagementRetrievelists.id ' + - prospectId: + expression: '$SalesforceAccountEngagementCreateprospect2.id ' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementCreateprospect2 + $ref: >- + #/block/If/node-output/Salesforce Account + Engagement Create prospect 2/response/payload + - variable: MailChimpRetrievemembers + $ref: >- + #/node-output/MailChimp Retrieve + members/response/payload + - variable: MailChimpRetrievemembersMetadata + $ref: '#/node-output/MailChimp Retrieve members/response' + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + output-schema: {} + name: Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp +models: {} diff --git a/resources/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect.yaml b/resources/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect.yaml new file mode 100644 index 000000000..61224a712 --- /dev/null +++ b/resources/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect.yaml @@ -0,0 +1,177 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: streaming-connector-scheduler + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: false + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + action-interfaces: + action-interface-1: + type: api-action + business-object: getApiV5ObjectsProspects_model + connector-type: salesforceae + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: postApiEmailVersion4DoSendProspectIdByIdTemplate_model + connector-type: salesforceae + actions: + postApiEmailVersion4DoSendProspectIdByIdTemplate: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Salesforce Account Engagement Retrieve prospects + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - createdAt: '{{$Trigger.currentEventTime}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: TOKEN + allow-empty-output: true + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$SalesforceAccountEngagementRetrieveprospects ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrieveprospects + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + prospects/response/payload + - variable: SalesforceAccountEngagementRetrieveprospectsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + prospects/response + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: Salesforce Account Engagement Prospects + assembly-2: + assembly: + execute: + - if: + name: If + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrieveprospects + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + prospects/response/payload + - variable: SalesforceAccountEngagementRetrieveprospectsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + prospects/response + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + and: + - is {{$Foreachitem.isDoNotCall}}: + neq: '' + - '{{$Foreachitem.isDoNotCall}}': + '=': 'true' + hashKey: object:394 + execute: + - custom-action: + name: >- + Salesforce Account Engagement Send email using + template + target: + $ref: '#/integration/action-interfaces/action-interface-2' + action: postApiEmailVersion4DoSendProspectIdByIdTemplate + map: + mappings: + - campaign_id: + expression: '$Foreachitem.campaignId ' + - email_template_id: + expression: '297874' + - html_content: + template: Exciting News!!! + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrieveprospects + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve prospects/response/payload + - variable: >- + SalesforceAccountEngagementRetrieveprospectsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve prospects/response + - variable: flowDetails + $ref: '#/flowDetails' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - prospectId: '{{$Foreachitem.id}}' + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrieveprospects + $ref: >- + #/node-output/Salesforce Account Engagements + Retrieve prospects/response/payload + - variable: >- + SalesforceAccountEngagementRetrieveprospectsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve prospects/response + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + else: + execute: [] + output-schema: {} + name: Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect +models: {} diff --git a/resources/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement.yaml b/resources/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement.yaml new file mode 100644 index 000000000..c98cef775 --- /dev/null +++ b/resources/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement.yaml @@ -0,0 +1,226 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: streaming-connector-scheduler + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: false + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + action-interfaces: + action-interface-7: + type: api-action + business-object: getApiV5ObjectsVisits_model + connector-type: salesforceae + actions: + RETRIEVEALL: {} + action-interface-10: + type: api-action + business-object: patchApiV5ObjectsProspectsById_model + connector-type: salesforceae + actions: + patchApiV5ObjectsProspectsById: {} + action-interface-9: + type: api-action + business-object: patchApiV5ObjectsProspectsById_model + connector-type: salesforceae + actions: + patchApiV5ObjectsProspectsById: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Salesforce Account Engagement Retrieve visits + target: + $ref: '#/integration/action-interfaces/action-interface-7' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - createdAt: '{{$Trigger.currentEventTime}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: TOKEN + allow-empty-output: false + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$SalesforceAccountEngagementRetrievevisits ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + visits/response/payload + - variable: SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + visits/response + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: Salesforce Account Engagement Visits + assembly-2: + assembly: + execute: + - if: + name: If + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + visits/response/payload + - variable: SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + visits/response + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + and: + - '{{$SalesforceAccountEngagementRetrievevisits.prospectId}}': + neq: '' + - '{{$SalesforceAccountEngagementRetrievevisits.durationInSeconds}}': + gt: '500' + hashKey: object:737 + - '{{$SalesforceAccountEngagementRetrievevisits.visitorPageViewCount}}': + gt: '20' + hashKey: object:970 + execute: + - custom-action: + name: Salesforce Account Engagement Update prospect + target: + $ref: '#/integration/action-interfaces/action-interface-10' + action: patchApiV5ObjectsProspectsById + map: + mappings: + - score: + expression: '5' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response/payload + - variable: >- + SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response + - variable: flowDetails + $ref: '#/flowDetails' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - id: '{{$Foreachitem.prospectId}}' + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response/payload + - variable: >- + SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + else: + execute: + - custom-action: + name: Salesforce Account Engagement Update prospect 2 + target: + $ref: '#/integration/action-interfaces/action-interface-9' + action: patchApiV5ObjectsProspectsById + map: + mappings: + - score: + expression: '3' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response/payload + - variable: SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response + - variable: flowDetails + $ref: '#/flowDetails' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - id: '{{$Foreachitem.prospectId}}' + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response/payload + - variable: SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + output-schema: {} + name: Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement +models: {} diff --git a/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md b/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md new file mode 100644 index 000000000..6e1084056 --- /dev/null +++ b/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page] +(https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Associate%20a%20new%20prospect%20to%20a%20list%20in%20Salesforce%20Account%20Engagement%20when%20a%20new%20subscriber%20is%20created%20in%20MailChimp_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) + - [MailChimp](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-mailchimp) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to associate a newly created prospect to a list in Salesforce Account Engagement from a MailChimp list whenever a new subscriber is created in MailChimp. If the list exists, based on the new subscriber, a prospect is created, and the prospect is then associated with the existing list. If the list does not exist, a list is created along with the prospect details, and it will be associated with the newly created list in Salesforce Account Engagement. \ No newline at end of file diff --git a/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md b/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md new file mode 100644 index 000000000..3cac01f2e --- /dev/null +++ b/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md @@ -0,0 +1,13 @@ +To refer to these instructions while editing the flow, open [the GitHub page] +(https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Send%20an%20email%20using%20a%20template%20from%20Salesforce%20Account%20Engagement%20for%20each%20Salesforce%20Account%20Engagement%20prospect_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to send an email by using a template from Salesforce Account Engagement for each prospect retrieved from Salesforce Account Engagement that has opted out of phone or voice calls. + + + + diff --git a/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md b/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md new file mode 100644 index 000000000..c8052a256 --- /dev/null +++ b/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md @@ -0,0 +1,12 @@ +To refer to these instructions while editing the flow, open [the GitHub page] +(https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Update%20a%20prospect%20score%20in%20Salesforce%20Account%20Engagement%20for%20each%20visit%20retrieved%20from%20Salesforce%20Account%20Engagement_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to update a prospect score in Salesforce Account Engagement based on the each visit retrieved from Salesforce Account Engagement. The flow checks if the prospect has visited the site for a certain amount of time and the number of page views. + + + diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 155f3771e..e25a5355a 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -1987,7 +1987,33 @@ "targetApps": ["bamboohr", "wufoo"], "tags": ["api", "bamboohr", "wufoo"], "offerings": ["app connect professional"] - } + }, + { + "name": "Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect", + "description": "Use this template to send an email by using a template from Salesforce Account Engagement for each prospect retrieved from Salesforce Account Engagement that has opted out of phone or voice calls.", + "summary": "Scheduler to Salesforce Account Engagement", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["salesforceae"], + "tags": ["scheduler", "salesforceae", "foreach", "if"], + "offerings": ["app connect professional"] + }, + { + "name": "Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement", + "description": "Use this template to update a prospect score in Salesforce Account Engagement based on the each visit retrieved from Salesforce Account Engagement. The flow checks if the prospect has visited the site for a certain amount of time and the number of page views.", + "summary": "Scheduler to Salesforce Account Engagement", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["salesforceae"], + "tags": ["scheduler", "salesforceae", "foreach", "if"], + "offerings": ["app connect professional"] + }, + { + "name": "Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp", + "description": "Use this template to associate a newly created prospect to a list in Salesforce Account Engagement from a MailChimp list whenever a new subscriber is created in MailChimp. If the list exists, based on the new subscriber, a prospect is created, and the prospect is then associated with the existing list. If the list does not exist, a list is created along with the prospect details, and it will be associated with the newly created list in Salesforce Account Engagement.", + "summary": "MailChimp to Salesforce Account Engagement", + "sourceApp": "mailchimp", + "targetApps": ["mailchimp", "salesforceae"], + "tags": ["mailchimp", "salesforceae", "if"], + "offerings": ["app connect professional"] + } ] } -