Processing Social25__Heroku_Message__c records

As soon as message arrive in the Salesforce environment Social25 has triggers that will be executed. These triggers will process the messages for you if this is enabled in the active Social25 config. Please refer to the Flow Chart for the message flow.

The entire flow is customisable since every Salesforce environment is different. This existing flow is applicable to most Salesforce environments that have a standard Sales for Service cloud implementation. For more information how to configure the standard trigger, go to:

https://gomeddo.atlassian.net/wiki/spaces/GPDI/pages/2864873541

Field Mapping

1. Lead

Lead(
	Heroku_Conversation_Id__c = Heroku_Message__c.Chat_Identifier__c,
	LastName = Heroku_Message__c.User_Full_Name__c,
	Phone = Heroku_Message__c.User_Phone_Number__c,
	LeadSource = Heroku_Message__c.Conversation_Medium__c,
	RecordTypeId = Social25_Config__c.Default_Lead_Recordtype__c
)

2. Person Account

Account(
    FirstName = Heroku_Message__c.User_First_Name__c,
    LastName = Heroku_Message__c.User_Last_Name__c,//When User_Last_Name__c is empty, use User_Full_Name__c
    Phone = Heroku_Message__c.User_Phone_Number__c,
    RecordTypeId = Social25_Config__c.Default_Account_Recordtype__c
)

3. Business Account

Account(
    Name = Social25_Config__c.Default_Account_Name__c,
    RecordTypeId = Social25_Config__c.Default_Account_Recordtype__c
)

Social25

Message Trigger

Analytics

Processing Social25__Heroku_Message__c records

Field Mapping

1. Lead

2. Person Account

3. Business Account

4. Contact

5. Social Post

6. Social Persona

7. Conversation

8. Case

9. Opportunity

10. Heroku Message

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