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Message for Salesforce provides an option programmatically send messages from Salesforce. You can take advantage of this to send messages using native Salesforce tools like Flows, Journey Builder and Process Builder.

Before You Begin

There are currently two restrictions you'll need to be aware of:

1. You will only be able to send messages to records that have already been shared with Signal Vine. 
2. This method doesn't yet support including merge fields.

It's only temporary! We'll be releasing an update in November 2021 that will support both automatically adding records and including merge fields in messages.

Flows

Salesforce Flows will allow you to create sophisticated and complex workflows that weave in actions, record updates and other processes. Signal Vine provides a simple Action you can use at any step along the way. To send a message, you'll want to use the Send SV Message action:

Once selected, we'll need three pieces of information to send the message:

1. Customer ID - the ID of the Salesforce record that we'll be sending a message to. It'll show as {!$Record.Id} if you've selected it correctly.
2. Program Name - the name of the program or department we'll be sending the message from. This needs to match the name of the program in Signal Vine.
3. Message - the message you want to send.

That's it! With this Action, you can trigger a Signal Vine message in any flow you create.

Process Builder

Be aware that Salesforce will be discontinuing Process Builder in a future release. We recommend using Flows unless it does not yet support your use case.

Step 1: Navigate to the Process Builder

Start off by logging into Salesforce as an administrator.  To get to the Process Builder in Lightning, click on the gear icon and go to Service Setup -> Automation -> Process Builder. 

In Classic, go to Setup -> Create -> Workflows & Approvals -> Process Builder

Step 2: Create a new process

Click the New button to create a new process.  Give your process a name.  The API name automatically populates, but you can change it if you'd like.  Set the process to start when a record changes and click Save.

Step 3: Select your object and apply filters

Adding an object

Now that your process is created, click to Add Object and choose the student object you want to add to Signal Vine.  Typically this is either Contact or Account, but you might be using a custom object.  You can use either option to start the process, but most organizations choose 'when a record is created or edited.'

Setting up conditions

With an object selected, now you can setup conditions to ensure that only the records you want are receiving the message.

Step 4: Map the record to Signal Vine

You're almost finished, now we need to tell the process to send a message.  To do that, click Add Action in the Immediate Action box.  Set your Action Type to 'APEX Class' and then select Send SV Messaging from the list of Record Types.  This is the APEX class that will send a message. You'll need 3 values:

1. Customer ID - the ID of the Salesforce record that we'll be sending a message to.
2. Program Name - the name of the program or department we'll be sending the message from.
3. Message - the message you want to send.

Step 5: Activate

Now just click the Activate button on the top right of the process.  You're done!