Support Center | Doing More | Process Builder

Using process builder to subscribe and unsubscribe Salesforce records

  • Salesforce process builder allows you to build complex flows without code.

  • Campaign Monitor for Salesforce provides invokable actions that work with process builder allowing you to:

    • Create a subscriber List.
    • Add, delete or unsubscribe a contact.
    • Add, delete or unsubscribe a lead.

Process builder is an advanced topic. To learn more, please refer to the Salesforce trailhead guide on how to use the Salesforce process builder - Automate simple business processes with process builder.

First start by creating your process builder flow. When you want to create your first action be that immediate or scheduled follow these steps:

  1. Click Add Action.

  2. Choose apex on action type.

  3. Give the Action a name.

  4. In Apex Class start to type, this will display our invokable actions:

    a.    Create a new subscriber list in Campaign Monitor.

    b.    Add a contact to a subscriber list.

    c.    Add a lead to a subscriber list.

    d.    Delete a contact from a subscriber list.

    e.    Delete a lead from a subscriber list.

    f.     Unsubscribe a contact from a subscriber list.

    g.    Unsubscribe a lead from a subscriber list.

  5. When working with the add, delete or unsubscribe rules (options b through g above) you will need to specify either the contact or lead ID depending on what object you are working with. The contact or lead ID is simply the record ID.

  6. The subscriber list ID can be found on the subscriber list record on the details screen under the collapsed system information.

Process builder does not work well when triggered in bulk i.e. when many records meet the flow criteria at once.  Only use process builder if you are comfortable with how it works and have tested your flows.

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