Recommendations

Owned by Karl Tompson
Aug 04, 2023
1 min read

Display custom recommendations on a visitor-related record (e.g. Lead or Contact) based on Send2CRM automation.

  1. Create an automation to raise a custom platform event for each recommendation. Give these distinct names, e.g. RECOMMEND_SALESDIRECTOR, RECOMMEND_PHONE, RECOMMEND_FOLLOWUP.

  2. Specify the conditions on the automations that should cause the event to be raised. For example minimum Goal values, field conditions on the Lead related to a visitor.

  3. Create a Flow to implement the recommendation. This should match the name(s) specified in step 1, and perform the appropriate action. It could:

    • set the value of one or more custom fields on the related Lead,

    • create a custom recommendation record related to the Lead or Contact if one doesn’t exist already,

    • send email and/or Salesforce notifications in conjunction with the above.

  4. Display the recommendation output fields and/or related list on the appropriate layout.

Make sure there is some form of duplicate checking, as the platform event might be raised on multiple visitor updates. This could be in the Flow and/or the conditions for the automation.