Create a transmit company flow

The transmit company flow transfers company data from Salesforce to AppDirect.

To create a transmit company flow

1. In Salesforce, click the gear icon and then select Setup.
2. Go to Platform Tools > Process Automation > Flows.
3. Click New Flow.
4. Select Record-Triggered Flow and then click Next.
5. Select Auto-Layout. Flow Builder automatically organizes the connectors for you.
6. Click Edit.
7. Select the following:
   Trigger the Flow When: A record is created or updated.
   Run the Flow: After the record is saved.
8. Click Choose Object and then search for and select Account. Add the following values for the Account object:

   Field	Value
   Condition Requirements	All Conditions Are Met (AND)
   AppDirect_Company_Type_c	Operator: Is Null Value: False
   BillingCountry	Operator: Is Null Value: False
   AppDirect_Company_Size_c	Operator: Is Null Value: False
   AppDirect_First_User_c	Operator: Is Null Value: False

9. Click Done.

Add an element to the Record-Triggered Flow

1. From the flow, click the + under the Start condition.
2. Select Action as the interaction.
3. Filter by Type and then select Apex Action.
4. Select Transmit Company to AppDirect.
5. Add the following values to the New Action dialog:

   Field	Value
   Label	Transmit Company
   API Name	Transmit_company
   Description	Transmit the company to AppDirect
   Record ID	{!$Record.Id}
   AppDirect UUID	{!$Record.AppDirect__AppDirect_ID__c}

6. Click Done.

To save the flow

1. Click Save
2. Add the following values to the fields in the Save the Flow dialog:

   Field	Value
   Flow Label	Transmit Company to AppDirect
   Flow API Name	Transmit_Company_to_AppDirect
   Description	Transmits a qualified company to AppDirect

3. Click Save.
4. Click Activate. The flow is activated and is displayed in the All Flows table.