Skip to main content

How to Configure Date Added to Sequence Automation in Salesforce

Raven Deneau
Updated

Objective

Date Added to Sequence Automation allows customers to get data on when prospects are added to sequence, and report on this within Salesforce. This automation runs when the Current Sequence Name field is updated on the lead and/or contact. This documentation walks through this automation.

Applies To

  • Outreach Admins
  • Salesforce Admins

Before You Begin

Outreach Prerequisites

  • Salesforce Contact and/or Lead Configured
    • Outbound Update and Pushing sync toggles must be enabled.
  • Fields Mapped on Contacts and/or Lead
    • Current Sequence Name

Salesforce Prerequisites

  • Contact and/or Lead Fields
    • Current Sequence Name (Field Type: Text)

Procedure

Outreach Fill/Update Date Added to Sequence Flow

A flow configured to best practice should look like this:

To Begin

  1. Navigate to Salesforce Setup.
  2. Select Flows.
  3. Create a new flow.
  4. Select Record-Triggered Flow.
  5. Continue below to configure Flow Start.

Configure Flow Start

    • Object: [as applicable]

      • To set this up for a Contact: Set Object to Contact.

      • To set this up for a Lead: Set Object to Lead.

      • To set this up for both a Contact and a Lead: This flow will need to be created twice, once for each object.

    • Trigger the Flow When: A record is created or updated
    • Conditions Requirements: All Conditions are Met (AND)
      Conditions:
      • Field: Outreach Current Sequence Name
      • Operator: Is Changed
      • Value: True
    • When to Run: Every time a record is updated and meets the condition requirements
    • Optimize the Flow for: Fast Field Updates
  2. Continue below to configure logic.

Configure Logic 

Note: This automation is set up so the data will be overwritten in the event a prospect is added to a new sequence. Current Sequence Name persists after a prospect finishes a sequence. Then, when a prospect is added to a new sequence, the Current Sequence Name changes.

[Salesforce Tip] This next step is much easier in Salesforce’s Freeform layout (rather than the Auto layout).  Here's how to change this.

Decision 1

Element: Decision (drag and drop onto flow)

Label: Current Sequence Name Is Not Blank

Condition Requirements: All Conditions Are Met (AND)
Resource:                                                                                                                                           

  • Resource: $Record > Current Sequences Name
  • Operator: Is Null
  • Value: False

[Salesforce Tip] Here's the click path for Resources.

Update Record 1

Element: Update Records (drag and drop onto flow)

Label: Update Date Added to Sequence

How to Find Records: Use the contact record that triggered the flow

Condition Requirements: None - Always Update Record

Field 1:  

  • Field: Outreach Date Added to Sequence
  • Value: Today (Date)

Decision 2

Element: Decision (drag and drop onto flow)

Label: Date Added to Sequence Filled In

Condition Requirements: All Conditions Are Met (AND)

Resource 1:                                                                                                                                           

  • Resource: $Record > Current Sequences Name
  • Operator: Is Null
  • Value: True

Resource 2: (AND)

  • Resource: $Record > Date Added to Sequence
  • Operator: Is Null
  • Value: False

[Salesforce Tip] Here's the click path for Resources.

Update Record 2

Element: Update Records (drag and drop onto flow)

Label: Update Date Added to Sequence to Blank

How to Find Records: Use the contact record that triggered the flow

Condition Requirements: None - Always Update Record

Field 1:  

  • Field: Outreach Date Added to Sequence
  • Value: Seqnull (Date)

Connect Flow Elements

[Salesforce Tip] Here's the click path for Connection.

  1. Connect flow Start to Decision 1.
  2. Connect Decision 1 to Update Record 1.
    • Outcome: Current Sequence Name Is Not Blank
  3. Connect Decision 1 to Decision 2.
  4. Connect Decision 2 to Update Record 2.
    • Outcome: Date Added to Sequence Filled In

Save & Activate Flow

  1. Flow Label: Outreach Fill/Update Date Added to Sequence - [object name]
  2. Click Save.
  3. Click Activate.

Optional

Repeat the above as needed for additional objects -- i.e., if you created the flow for a Contact and also want to create it for a Lead.

Additional Resources

Related articles