ExampleTemplate
Salesforce web cases become Sentra 311 requests
Every 15 minutes, turns new Salesforce cases from the web into Sentra 311 service requests.
This flow
5 steps
StartsOn a schedule
SystemsSalesforce, Sentra 311
Branches0
Stored recordsNone: pass-through
§ The flow
The whole flow, as it appears on the canvas.
Scroll sideways on small screens. Colors show the kind of step: start, read, change, decide, write.
§ Step by step
What each step does.
- 01 · Start · On a schedule
Every 15 minutes
- Every 15 minutes (workspace time zone)
Then: Changed cases
- 02 · Read · Get records · Salesforce
Changed cases
- Reads Cases from Salesforce
- Only records changed since the last good run
Then: New, from the web
- 03 · Decide · Filter
New, from the web
- Keeps only records where
StatusisNewandOriginisWeb
Then: Shape as a 311 request
- Keeps only records where
- 04 · Change · Map fields
Shape as a 311 request
- Shapes each record into 3 fields:
description,source,external_ref
Then: Create 311 request
- Shapes each record into 3 fields:
- 05 · Write · Send records · Sentra 311
Create 311 request
- Creates Service requests in Sentra 311
§ Systems
Connectors used
Swap any of them for another system with the same kind of data.
Sentra 311Run this flow on your systems.
We'll set up a workspace with your systems in a sandbox and build your first flow with you.