Step 8: Set up a reward automated program via Flows

An automated program via Salesforce Flows is a reward program that’s triggered by a predefined set of rules or processes within Salesforce. 

For example: “I want to send a $50 e-gift card to new customers.” You can set lead conversion as the trigger and then add an action for the app to automatically send the potential customer a $50 e-gift card using a branded email template.

To learn how to work with Flows, refer to Salesforce documentation on Flows Builder. Your company’s Salesforce admin who has Flows expertise can help you set up a reward automated program.

Prerequisites

Before you start, you’ll need:

• A Salesforce user with permission to build Flows

• The Tango for Salesforce app installed and configured

• A custom field on the Lead object (for example, Send_Tango__c) to control when rewards are sent

• At least one Tango reward configured (for example, Reward Link in USD)

Set up a reward automated program via Salesforce Flows

Follow the instructions below.

Step 1: Create a new Flow

1. Log in to your Salesforce account as a user who has permission to build Flows.

2. Click Setup >Setup on the top right-hand corner.

3. In Quick Find, search for Flows on the left.

4. On the Flows page, click New Flow to create a new automatic Flow.

Step 2: Choose the Flow type

1. Select Record-Triggered Flow from the options. This is the most common type for automated programs, but other Flow types can work too.

2. Click Create.
   
    

Step 3: Configure the trigger

1. For Object, select Lead. When you create, update, or delete Lead records, the Flow is triggered.

2. Enter values according to the following example configuration.
   
   

   Note:

   The following values are examples only. Adjust the object, fields, and values to match your Salesforce configuration.

   Field	Value (example)
   Object	Lead
   Trigger the Flow When	A record is created or updated
   Set Entry Conditions	All Conditions Are Met (AND)
   Field*	Send_Tango_C - a custom field that was added to the Lead Record that when checked triggers the sending of the reward to the Lead.
   Operator 1*	Is Changed
   Operator 2*	True
   Value*	{!$GlobalConstant.True}
   When to Run the Flow for Updated Records	Only when a record is updated to meet the condition requirements.
   Optimize the Flow for	Actions and Related Records
   Select the checkbox	Include a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed.

   
   *Click + Add Condition to add another row for Field, Operator, and Value if your business rules require additional conditions.

3. Click Done. The auto layout appears on a new screen.
   
    

Step 4: Add the “Send a Tango” Apex action

On the next page of the Flow:

1. Under Run Asynchronously in the Flow builder, click + to add a new element.
   
   

2. From the Apex Action drop-down, search for and select Send a Tango.

3. Enter values according to the following example mapping. This is an example of Apex action field mapping:
   
   

   Field	Value (example)
   Label	Send a lead a Tango
   API Name	The API name is automatically populated.
   Description	This action sends a lead a Tango reward.
   Source Record ID	Enter the salesforce source record ID related to Tango record such as Record Type ID. Type Record Type ID to get {!$RecordId}.
   Recipient First Name	Type FirstName to get {!$RecordFirstName}.
   Recipient Last Name	Type LastName to get {!$RecordLastName}.
   Recipient Email	Type Email to get {!$RecordEmail}.
   Group	Sales
   Account	Sales premium
   Email Template	Tango standard template
   Campaign, Email Subject, Sender First Name, Sender Last Name, Optional Message, and Notes	Optional such as Happy Birthday for subject
   Catalog Item, Currency Code, and Amount	Pick Reward Link or Amazon as the catalog item and USD for currency.
   Advanced> Manually assign variables	No

4. Click Done.

Step 5: Save and activate the Flow

1. Click Save to save the Flow.

2. (Optional but recommended) Click Activate so the Flow can run in production.

Your automated reward program is now ready. It will be triggered next time a Lead record meets your defined rules or processes within Salesforce.

What’s next?

The next step is Step 9: Set up the Tango Error Logs.

 

More resources:

• About Salesforce integration

• Step 1: Install or upgrade the Tango app in Salesforce

• Step 2: Assign Tango permissions

• Step 3: Add new picklist values

• Step 4: Add Tango to the Salesforce object

• Step 5: Connect to the Tango portal from Salesforce

• Step 6: Set up a job schedule in Salesforce

• Step 7: Set up a manual program

• Step 9: Set up the Tango Error Logs

• Send rewards with Salesforce

• Manage Tango rewards in Salesforce