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v3 SFDC Flow Template for Referral Attribution

Learn more about the "Lead to Ambassador Referral Attribution Create" flow template provided with the Salesforce Manage Package for Ambassador.

The "Lead to Ambassador Referral Attribution Create" flow template in Salesforce is provided by the Ambassador Managed Package. You can change the triggered object in the Start element to any standard or custom object as needed. 


What it does:

When a Lead has a Referring Shortcode and Email, it creates an Ambassador Referral Attribution via API with the Lead’s contact and address details.

When it runs:

On Lead create or update where Short_Code__c and Email are populated.

How you can customize:

  • Add more start criteria (e.g., lead status, source, owner).

  • Open the Apex Action and add/remove fields to match your capture needs.

  • Map any other Lead fields you want to send.

 

Summary of elements:

1. Start (Lead after save): Triggers when Short_Code__c and Email are populated; runs asynchronously.

2. Get_Company (record lookup): Finds the active Company__c; supplies company Id.

2. Create_Referral_Attribution_Via_API (Apex Action CreateReferralAttributionAction): Creates the Referral Attribution using company Id, lead contact details, and address fields.