Articles on: PipeLaunch Salesforce App

PipeLaunch Signals: Included Flow Templates

The PipeLaunch package comes equipped with a set of pre-built Flow templates that can assist you in getting started with your custom workflow in a quick and efficient manner. These templates have been designed to provide you with a solid foundation to build upon, helping you to save time and streamline your workflow process. Whether you're a seasoned workflow expert or new to the field, these templates are a valuable resource for all users.


PipeLaunch Signals: Update Contact Title



API Name

Data Type

Description

var_Id

Text

The Contact Record Id

var_PipelaunchValue_ConfidenceLevel

Number

The confidence level: a numerical output ranging from 0 to 1 produced by our algorithm, serves as an indicator of certainty. A score of 1 signifies a high level of confidence, suggesting a strong likelihood of accurate matching or a genuine alteration in the values being assessed.

var_PipelaunchValue_Title

Text

The new Job Title e.g. "CTO"



PipeLaunch Signals: Update Contact Name


API Name

Data Type

Description

var_Id

Text

The Contact Record Id

var_PipelaunchValue_ConfidenceLevel

Number

The confidence level: a numerical output ranging from 0 to 1 produced by our algorithm, serves as an indicator of certainty. A score of 1 signifies a high level of confidence, suggesting a strong likelihood of accurate matching or a genuine alteration in the values being assessed.

var_PipelaunchValue_FirstName

Text

The new value for the First Name

var_PipelaunchValue_LastName

Text

The new value for the Last Name



PipeLaunch Signals: Contact Company Change - Create New Account


Utilize this screen flow for the following use case: When a contact undergoes a company change, a new account is generated with the updated company details. The user is prompted to confirm these details on the screen, and subsequently, the contact is linked with the newly created Account.


If you want to work with the newly created Account, please use this variable for AccountId (it's the record Id of the new Account)


API Name

Data Type

Description

var_Contact_Id

Text

The Contact Record Id

var_Account_Id

Text

The associated Account Record Id

var_PipelaunchValue_ConfidenceLevel

Number

The confidence level, a numerical output ranging from 0 to 1 produced by our algorithm, serves as an indicator of certainty. A score of 1 signifies a high level of confidence, suggesting a strong likelihood of accurate matching or a genuine alteration in the values being assessed.

var_PipelaunchValue_CompanyCity

Text

The new value for the Company City (not always available). It can be stored in the standard field Account.BillingCity

var_PipelaunchValue_CompanyStreet

Text

The new value for the Company Street (not always available). It can be stored in the standard field Account.BillingStreet

var_PipelaunchValue_CompanyPostalCode

Text

The new value for the Company Postal Code (not always available). It can be stored in the standard field Account.PostalCode

var_PipelaunchValue_CompanyCountry

Text

The new value for the Company Country e.g. "Canada". It can be stored in the standard field Account.BillingCountry

var_PipelaunchValue_CompanyCountryCode

Text

The new value for the Company Country in 2 letters ISO code e.g. "CA". It can be stored in the standard field Account.BillingCountryCode

var_PipelaunchValue_Title

Text

The new Job Title e.g. "CTO"

var_PipelaunchValue_CompanyLinkedin

Text

The LinkedIn URL of the new Company (e.g. https://www.linkedin.com/company/pipelaunch)

var_PipelaunchValue_CompanyWebsite

Text

The URL of the new Company (e.g. https://www.pipelaunch.com)

var_Signal_Id 🆕

Text

Signal recordId

var_Contact_Title 🆕

Text

Contact's new job title


PipeLaunch Signals: Contact Company Change - Create New Lead


Utilize this Autolaunched Flow to address the following use case: In the scenario where a contact experiences a company change, an automatic creation of a new Lead occurs, incorporating the details of the updated company.


API Name

Data Type

Description

var_Contact_Id

Text

The Contact Record Id

var_Account_Id

Text

The associated Account Record Id

var_PipelaunchValue_ConfidenceLevel

Number

The confidence level, a numerical output ranging from 0 to 1 produced by our algorithm, serves as an indicator of certainty. A score of 1 signifies a high level of confidence, suggesting a strong likelihood of accurate matching or a genuine alteration in the values being assessed.

var_PipelaunchValue_CompanyCity

Text

The new value for the Company City (not always available). It can be stored in the standard field Account.BillingCity

var_PipelaunchValue_CompanyStreet

Text

The new value for the Company Street (not always available). It can be stored in the standard field Account.BillingStreet

var_PipelaunchValue_CompanyPostalCode

Text

The new value for the Company Postal Code (not always available). It can be stored in the standard field Account.PostalCode

var_PipelaunchValue_CompanyCountry

Text

The new value for the Company Country e.g. "Canada". It can be stored in the standard field Account.BillingCountry

var_PipelaunchValue_CompanyCountryCode

Text

The new value for the Company Country in 2 letters ISO code e.g. "CA". It can be stored in the standard field Account.BillingCountryCode

var_PipelaunchValue_Title

Text

The new Job Title e.g. "CTO"

var_PipelaunchValue_CompanyLinkedin

Text

The LinkedIn URL of the new Company (e.g. https://www.linkedin.com/company/pipelaunch)

var_PipelaunchValue_CompanyWebsite

Text

The URL of the new Company (e.g. https://www.pipelaunch.com)



Updated on: 14/06/2024