Flow Actions - Prospects
These flow actions allow you to perform various actions on MCAE Prospects from Salesforce Flow.
Most of our Flow Actions have a set of optional variables that let you Control the Action:
| Param Name | Type | Description |
| Business Unit Id | Text | (optional) If you have more than one MCAE business unit, you'll need to specify which one we are working with. |
| Run Asynchronously | Text | (optional) If you need to have this action run async, set this to true. When set, the output variables assume a success (which may not be the case, keep action as synchronous to troubleshoot) |
| Do Not Throw Exception on Error | Text | (optional) Gives you the ability to just have the action "try" and if it fails...no big deal just keep going. |
Create Prospect
Creates a new MCAE Prospect and links it to an existing Salesforce record. Only the email address and Salesforce Record ID are required...all other field values will sync automatically through the native integration.
Optionally provide First and Last Name to ensure the prospect displays properly during the brief sync period.
| Param Name | Type | Description |
| Prospect Email | Text | The email address of the prospect to being created. |
| Salesforce Lead/Contact Id | Text | The Salesforce Record that this new Prospect will sync to once created. |
| Prospect First Name | Text | (optional) Their first name, will sync from Salesforce if not provided. |
| Prospect Last Name | Text | (optional) Their last name, will sync from Salesforce if not provided. |
| MCAE Campaign Id | Number | (optional) The MCAE Campaign Id that this Prospect should be associated to. If not provided, defaults to the oldest Campaign in MCAE. |
Update Prospect by Email
Updates standard and custom fields on an MCAE Prospect record. Specify the prospect by email address and provide the fields you want to modify.
| Param Name | Type | Description |
| Prospect Email Address | Text | The Prospect's Email to find the record. If more than one prospect with this email address, the most recently active prospect will be updated. If the record is not found, one will be created (though we recommend using the Create Prospect action instead) |
| Fields to Update | Key/Value pairs | Sets of Field API Names and Values to update on the record. |
Delete Prospect
Sends a Prospect to the Recycle Bin.
| Param Name | Type | Description |
| Prospect Email | Text | The Prospect's Email for us to find the record to delete. |
| Prospect Id | Number | The Id of the Prospect to delete. |
Undelete Prospect
Removes a Prospect from the Recycle Bin.
| Param Name | Type | Description |
| Prospect Email | Text | The Prospect's Email for us to find the record to remove from the recycle bin. |
| Prospect Id | Number | The Id of the Prospect to remove from the recycle bin. |
Create External Activity
Allows you to log an External Activity record against a Prospect.
| Param Name | Type | Description |
| Prospect Email | Text | The Prospect's Email Address |
| Extension name | Text | The API name of the Marketing App Extension |
| Activity Type | Text | The API name of the Activity Type within the Extension |
| Activity Value | Text | The text value that you wish to save in MCAE for this custom Activity record. |
| Activity Date | Text | (optional) The Date/time that this activity happened. If left blank, it is assumed to be the current datetime. |