Use custom flows to automate Salesforce Lead creation triggered from a new public Tackle Contract and then link that contract to an Opportunity converted from the Lead.
To learn more about Salesforce Flows in general, see Salesforce Flow builder tour🔗 and Automate tasks in Flows🔗.
Before you get started
You’ll need:
Salesforce Admin access to set up fields, mappings, and other relevant workflows
A Salesforce account and access to Flow Builder
Set up your Salesforce org for automation
Properly set up your Salesforce organization for this automation. To complete the required setup:
Create a Tackle Contract custom field in Salesforce
Create a new field on the Lead object to allow Tackle to link Tackle Contracts from Salesforce Opportunities.
In Salesforce, click the gear icon to open the Setup menu, then click Setup.
Search for and click Object Manager.
In Object Manager, search for and click Lead.
In Lead, click Field & Relationships. The Field & Relationships page opens.
Click New.
Select Lookup Relationship and then click Next.
Click the Related To: field and select Tackle Contract, and then click Next.
Keep the default values selected for Field Label, Field Name, and Child Relationship Name, and the selected options to clear the value of this field and auto add to customer report type. Then click Next.
In Step 4, select the Visible checkbox to select all items if it’s not already selected, and then click Next.
Select Lead Layout if it’s not already selected, and then click Next.
Select Tackle AWS Co-sell Opportunity Layout and select the check box if it’s not already selected. Then click Save.
Once your selection is saved, you’re redirected back to the Lead page.
Create a Lead from a Tackle inbound co-sell
In Salesforce, click the gear icon to open the Setup menu, then click Setup.
Search for "Flows" and select Flows.
In Flows, click New Flow.
Click Categories > Triggered Automations.
In Triggered Automations, click Record-Triggered Flow.
Enter Configure Start details:
a. For Object, search and select Tackle Contract. Configure Trigger will automatically select A record is created.
b. For Set Entry Conditions, select All Conditions Are Met (AND) and then select the conditions:
Field: Tackle Offer Id | Operator: Is Null | Value: True
Field: Offer Type | Operator: Equals | Value: Public
Field: Status | Operator: Equals | Value: Active
c. In the Optimize Flow section, select Actions and Related Records and toggle Add Asynchronous Path.
In the Run Asynchronously path, click + to add a new element: Create Records.
Enter Create Records details:
a. For Label, type "Create Lead". API Name will automatically copy the label name.
b. For How to set record field values, select Manually.
c. For Create Records of This Object > Object, search and select Lead.
d. For Set Field Values for the Lead, set the fields:
Field: Company | Value: Triggering tackleio__TackleContract__c > Company Name
Field: Last Name | Value: Triggering tackleio__TackleContract__c > Company Name
Field: Tackle Contract | Value: Triggering tackleio__TackleContract__c > Record ID
When you’re done, click Save.
Enter a flow label. For example: "Create Lead from Public Contract." Flow API Name will automatically copy the label name. Add a description if needed, and then click Save.
Click Activate at the top right. Once the flow you created is activated, you’ll see a green success message.
Link Tackle Contracts to Salesforce Opportunities
Create this flow to link public Tackle Contracts to Salesforce opportunities once leads are converted into opportunities.
In Salesforce, click the gear icon to open the Setup menu, then click Setup.
Search for "Flows" and select Flows.
In Flows, click New Flow.
Click Categories > Triggered Automations.
In Triggered Automations, click Record-Triggered Flow.
Enter Configure Start details:
a. For Object, search and select Opportunity. Configure Trigger will automatically select A record is created.
b. For Set Entry Conditions, select None.
c. In the Optimize Flow section, select Actions and Related Records and toggle Add Asynchronous Path.
In the Run Asynchronously path, click + to add a new element: Get Records.
Enter Get Records details: For Label, enter "Get Lead". API Name will automatically copy the label. For Object, search and select Lead. For Condition Requirements, select All Conditions Are Met (AND). Then enter the following conditions:
Field: Converted Opportunity ID | Operator: Equals | Value: Triggering Opportunity > Opportunity ID
Field: Tackle Contract | Operator: Is Null | Value: False
Keep the rest as is.
Under the Get Records element, click + to add a new element: Decision.
Enter Decision details:
For Label, enter "Tackle Contract Lead Exists". API Name will automatically copy the label.
In the OUTCOME ORDER > New Outcome section:
For Label, type "Yes". API Name will automatically copy the label name.
For Condition Requirements to Execute Outcome, select All Conditions Are Met (AND).
For Resource, select Lead from Get Lead > Lead ID. Select Is Null for Operator and False for Value.
In the flow below Yes, click + to add a new element: Link Contracts To Opportunities.
Enter Link Contracts To Opportunities details:
For Label, type "Link Tackle Contract to Opportunity". API Name will automatically copy the label name.
For Tackle Contract Id, select the Lead from Get Lead > Tackle Contract > Record ID.
For Opportunity Id, select Triggering Opportunity > Opportunity ID.=
When you’re done, click Save.
Enter a Flow Label. For example: "Link Tackle Contract to Opportunity on Lead Conversion". Flow API Name will then automatically copy the label. Add a description if needed, and then click Save.
Click Activate at the top right. Once the flow you created is activated, you’ll see a green success message.