Visitor reverse lookup

When Send2CRM identifies a Visitor, the appropriate lookup field on the send2crm__s2cVisitor__c record is populated with a reference to the Lead or Contact (or other standard or custom object). Although technically a Lead could be referenced from multiple Visitors, in practice this is a 1-to-1 relationship.

Sometimes you want to be able to reference the Visitor in the reverse direction, e.g. from a Lead. This makes it simple to create formula fields that look at Visitor values, for example to display the total goal value on a report or to use the website visitor id in marketing emails.

For the purposes of this example we’ll refer to Leads, but remember this can be any standard or custom object.

Create lookup field

Add a custom lookup field to the Lead. This should reference the Visitor (send2crm__s2cVisitor__c) object. Do not make this field required.

If you add this field to a layout, configure it to be read-only so that end users cannot modify it. Don’t forget to make it editable by the Send2CRM API site guest user if required.

Create a Flow to copy the value

• Type: Record-Triggered

• Object: Visitor

• Trigger: a record is created or updated

• Entry Conditions: Formula Evaluates to True. Copy the formula below.

  OR( /* Newly created Visitor with Lead populated... */ AND( ISNEW(), NOT( ISNULL( {!$Record.send2crm__Lead__c} ) ) ), /* OR updated Visitor with Lead changed. */ ISCHANGED( {!$Record.send2crm__Lead__c} ) )

• When to run: Every time a record is updated

• Optimize for: Actions and Related Records

Update Current Lead

Add two elements to the Flow.

1. Decision: Current Lead? Test if the current value of the send2crm__Lead__c field is NOT blank.

2. (If 1 = Yes) Update Records: Update the new lookup field on the Lead currently related to the Visitor with the triggering record (send2crm__s2cVisitor__c) Id value.

Update Previous Lead

This is very similar but removes the value from the Lead previously related to the Visitor. To change the value to blank we need to add a resource:

• Resource Type: Formula

• Data Type: Text

• Formula: null

Add two elements:

1. Decision: Current Lead? Test if the prior value of the send2crm__Lead__c field is blank.

2. (If 1 = Yes) Update Records: Update the new lookup field on the Lead previously related to the Visitor with a null value using the resource created above.

Open

Save and activate the Flow.