Setting up Automation in CorporateGift.com Salesforce App

Key Steps

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.

Cautionary Notes

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.

Tips for Efficiency

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.

Sending Gifts to Multiple Records (Important Limitation & Solution)

Currently, when using the CorporateGift Flow actions (e.g., Send E-Gift or Send Physical Gift) with multiple records at once, only the first record in the collection will receive the gift.

This happens because the action expects a single record, not a collection.

✅ How to Send Gifts to Multiple Contacts/Leads

To send gifts to multiple recipients, you must use a Loop element in your Salesforce Flow. The loop ensures the action runs once per record.

Step-by-Step Setup

1. Get Your Records

Add a Get Records element to fetch the Contacts or Leads you want to send gifts to.

Define your filter criteria (e.g., campaign members, specific attributes, etc.)
This will return a collection of records

2. Add a Loop Element

Add a Loop element to iterate over the collection.

Collection Variable: Select the records returned from “Get Records”
The loop will process one record at a time

3. Add the Send Gift Action Inside the Loop

Inside the loop, add one of the following actions:

CG Send E-Gift Invocable 2.0
CG Send P-Gift Invocable 2.0

Set the required fields, and most importantly:

Recipient Record Id = the current item from the loop (e.g., Contact Id / Lead Id)

This ensures each record receives its own gift.

4. (Optional but Recommended) Handle Limits

Salesforce Flows have a limit of 50 action calls per flow.

If you are sending gifts to more than 50 recipients:

Split into multiple flows or batches
Or trigger flows in smaller groups

🚨 What Happens Without a Loop?

If you pass a collection of records directly into the action without a loop:

Only the first record will be processed
All other recipients will be ignored