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Process Builder

Build powerful automation without code using the Salesforce Process Builder and Campaign Monitor for Salesforce invokable actions.

Process builder is an advanced topic. To learn more, please refer to the Salesforce Trailhead guide on how to use the Salesforce process builder. Automate Simple Business Processes with Process Builder .

 

 

 

The following Campaign Monitor for Salesforce invokable actions are available with the Salesforce process builder: 

  1. Add Contact to a Subscriber List

  2. Add Lead to a Subscriber List

  3. Create a new subscriber List in Campaign Monitor

  4. Delete a Contact from a Subscriber List

  5. Delete a Lead from a Subscriber List

  6. Unsubscribe a Contact from a Subscriber List

  7. Unsubscribe a Lead from a Subscriber List

When working with the add, delete or unsubscribe rules you will need to specify either the Contact or Lead ID depending on what object you are working with and the subscriber list ID.

The Contact or Lead ID is simply the record ID.  The subscriber list id can be found on the subscriber list record in Salesforce as shown below.

 

 

Process builder does not work well when triggered in bulk i.e. when many records meet the flow criteria at once.  Only use process builder if you are comfortable with how it works and have tested your flows.

 

Questions

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