Whats in this article?

This article provides you with some flow Samples of how to automate/integrate Streamboxy from Salesforce.

This are sample flows to demonstrate the concept of automating Streamboxy from Salesforce. 
In order to keep them simple production relevant features like sophisticated error handling etc. are left out.

If you create your own flow for production use, you need to extend and adjust this sample according to your needs.

If you are new to the topic, we suggesst to read the Streamboxy Salesforce Integration - Overview article first.

Prerequisites for this samples

The following prerequisites must be met in order to start with the integration

  1. Existing Salesforce environment
  2. A STREAMBOXY Tenant with valid Subscription
  3. Configured External Service in Salesforce (See the Salesforce - Sync and Automate Streamboxy from Salesforce Article)

Flow Samples

Create Streamboxy Event when Salesforce Campaign was Created

This Sample flow always runs when a Salesforce Campaign of Type Webinar was created and creates a Streamboxy Event for each Campaign.

The Flow will look as following once finished:

Step 1: Go to Setup in Salesforce --> Flows and create a New Flow

Step 2: Select Record-Triggered Flow

Step 3: Configure Start conditions as following

Step 4: Add a new Action to the Flow to the Run Asynchronously part of the flow:

Step 5: Try to get the Event by the Salesforce Campaign ID from Streamboxy

Filter the List by the Category StreamboxyExternalService, select getEvent and give the flow Action a Name.

Also include the external ID into the Input Values and Select the ID of the Current Campaign as a Parameter

Step 6: Check if Event exists and continue to create and Event if not

Create a new Decision in the flow using the following settings:

Step 7: Prepare the Data for creating a new Event in Streamboxy:

Create a new Assignment and select new Resource:

Create a new Variable based on Autogenerated Class from the external Service 

Assign your Salesforce Data to the Fields of the newly created Variable:

You need at least add Title, Start and End Date for an Event to be able to be created.
We also leverage the ExternalKey field here to store the Salesforce Campaign ID in Streamboxy

You can also define Custom Properties here.

Step 8: Create the new Event in Streamboxy

Create a new Action, select StreamboxyExternal Service and as Action postEvent. Note: You can also Copy an Event in case you want to work with existing events as flexible templates.

Select the Newly Created and Assigned Variable as Input Value.

Step 9: Save and Activate the flow

Step 10: Test the Flow

Create a Campaign to Test the flow:

Check your Streamboxy Instance for the Event that was created:

You can see that all Event Data including the Campaign ID as External ID was synced to Streamboxy: