Setting up Automation in CorporateGift.com Salesforce App

How to setup Automation in CorporateGift.com Salesforce App using using flows to trigger sending gifts, ensuring efficient and accurate gift sending processes.

Access Flows in Salesforce:
- Go to the Flows section in Salesforce.
- Create a new flow or edit an existing one.
Prepare Trigger and Gift Information:
- Determine the trigger for sending a gift from Corporate Gift.
- Identify the specific gift or campaign to be sent.
- Decide on the budget to pay for the gift.
Retrieve Gift and Budget IDs:
- In the app launcher, navigate to the available gift section to find and copy the gift ID.
- Locate the CG budgets section to select and copy the budget ID.
Set Up Flow Trigger:
- Return to the flow and set up a trigger based on the object (e.g., lead, contact).
- Define trigger conditions (e.g., status) for gift sending.
Add Send Gift Action:
- Search for and add the "send e-gift" or "send gift" action.
- Enter the necessary information:
  - Label: send_e_gift
  - Gift ID: Paste the copied gift ID from available gifts.
  - Budget ID: Paste the copied budget ID from CG budgets.
  - Customize gift message, email subject line, and other settings as needed.
Save and Publish Flow:
- Save the flow and ensure it is published to automate the gift sending process.

Ensure accurate copying of the gift and budget IDs to prevent errors in automation.
Double-check trigger conditions and gift details before saving the flow.

Keep a record of gift and budget IDs for easy reference during flow setup.
Test the flow with sample data to confirm successful automation before full implementation.