Step 7 : After hitting “Done” on the screen above, it will take you back to the view of the Flow and you will be ready to “Save” and “Activate” the Flow for use! Note that you are updating the Type field to have a Value of “LinkedIn Message” Select 'Update trigger records' Select the parameters for how the Flow should update the Task Object as in these two screenshots: Should take you to this screen where you can save your work and add the next element/step of the Flow by clicking the plus sign:Ħ. Set Condition Requirements for “All Conditions Are Met (AND)” “Field: Subject,” “Operator: Contains” and “Value: Sent from Sales Navigator”ĥ.

Configure the “Start” of the flow for the Task Object for when “a record is created or updated”Ĥ. Choose Record-Triggered Flow and hit Create:ģ. Select the 'New Flow' button at the top of the page.Ģ. Navigate to your Setup page in Salesforce and search for Flows in the left side panel.

How to Create a Flow in Salesforce to Track LinkedIn Messagesġ. The seven steps below walk through how to take tasks logged in Salesforce that represent LinkedIn activity and label them appropriately to not get confused with “other” tasks that might pollute accurate tracking for this metric. For the Custom Task tracking to be successful, we have to change the Field Value for the Custom Task to be something unique to LinkedIn Messages. We are able to pull in “Custom Tasks”from the SFDC Task object into Atrium, which you can read more about here. If you are interested in tracking your reps’ activities in LinkedIn in Atrium, you will first need to set up a way for that activity to be logged to Salesforce. LinkedIn Sales Navigator Logging SFDC Tasks

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