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Salesforce Flow: create a group in LearnUpon

Elizabeth
  • Updated

Summary

Create a group in LearnUpon automatically, whenever you create or edit a Group record in Salesforce.

In this example, the only required criteria is the group name on the Group record in Salesforce. You can set up additional criteria to add more details to LearnUpon groups, based on Salesforce Group records.

LearnUpon’s API and the Salesforce integration are available depending on your LearnUpon plan.

See Collection: Salesforce Flow about access permissions and prerequisites for this process.

Step 1. Create the Flow

  1. From the Salesforce home page, select Setup, aka the gear icon gear_icon.png.
  2. Use Quick Find to search for and open Flow.
  3. Select New Flow to open the Flows feature.

Step 2. Choose a Trigger

The following screenshot shows New Flow, with Record-Triggered Flow selected.

salesforce_new_flow_record_triggered_flow.png

  1. Select a specific trigger > Create to start building the flow.
  2. In Object, select Group.
  3. In Configure Trigger, choose A record is created or updated.
  4. In Condition Requirements, choose All Conditions Are Met (AND).
  5. In Field, find and select Name.
  6. Set Operator to Does Not Equal.
  7. In Value, choose $GlobalConstant.EmptyString (Not Null).
  8. In When to Run the Flow for Updated Records choose Every time a record is updated and meets the condition requirements.
  9. In Optimize the Flow for: choose Actions and Related Records.
  10. Select Done to save.

Step 3. Create the Action

This action - creating a group in LearnUpon to match the one in Salesforce - is the response to the trigger in the flow. At a minimum, you need the group name from the Group record. You can add more optional criteria as required. See [LINK to section further down the page].

Tip: When you select the portal where you are creating the user, enter the portal subdomain only. For example, if the portal is myportal.learnupon.com, enter myportal.

  1. Following the trigger, select the plus symbol plus_symbol_add_element.pngin the Flow line.
  2. Select Action.
  3. In Action search for and select Create a Group in LearnUpon.
  4. In Label, enter a name for this action.
  5. In Group title choose $Record > Name or enter {!$Record.Name}.
  6. In LearnUpon portal (subdomain) to create group in, enter the subdomain as required.
  7. Select Done to save the changes to the action.
  8. Select Save to save the flow.
  9. In Flow Label, enter a name for the flow, and Save to finish.

When you are ready to use the Flow select Activate.

Step 4. Test the Flow - create a group in LearnUpon

Create a test group in Salesforce, to create in LearnUpon through the flow.

  1. From the Salesforce home page, select Groups.
  2. Select New.
  3. Enter a Name for the group.
  4. Set an Access Type: Public or Private.
  5. Select Save & Next.
  6. Optional: upload an image to represent the group.
  7. Select Next.
  8. Select +Add to add users to the Group.
  9. Select if each user is a Member or Manager.
  10. Select Done.

Step 5. Confirm the new group exists in LearnUpon

To check if the process is creating new groups:

  1. From your portal's main navigation, go to Groups.
  2. Search for the group name to confirm it appears in LearnUpon.

Group data you can send from Salesforce to LearnUpon

As part of creating the action, you can set any of the following fields about groups in LearnUpon, based on Salesforce data:

  • Description
  • Salesforce Account ID: for API logging within Salesforce only
  • Salesforce Contact ID: for API logging within Salesforce only
  • Salesforce User ID: for API logging within Salesforce only
  • SSO sync enabled for this group

Salesforce documentation for reference

Refer to Salesforce’s documentation for full guidance. LearnUpon is not responsible for content off this website.

See:

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