Salesforce flows to create a room or plan automatically

This guide will walk you through setting up a flow that can automatically create an Arrows sales room or onboarding plan, depending on whichever you are wanting to automate.

In this example we will focus on creating a sales room, but the similar steps can be applied for creating an onboarding plan.

Note: plans and rooms can be created manually as well from the Arrows CRM card

Start by creating a New Automation (Flow) and start with a Record-Triggered flow

For the trigger setup:

1. Select the object type you want are using for your sales room (or onboarding plan)

2. Set the configuration trigger - in this example when a record is updated

3. Set the entry conditions - in this example when the opportunity reaches the "value proposition" stage

4. Turn on the option to Add Asynchronous Path since this flow is connecting to an external system (Arrows)

Add the Arrows create room (or plan) element

1. Search for "Arrows" when you add a new element and you'll find the options "Create Arrows plan" or "Create Arrows room" - in this example we are setting up a room

2. Add a label

3. Select the object - in this example opportunity

4. Select the record to connect - in this example the triggering opportunity

5. Add the Arrows room template URL

   1. Add a new resource

   2. Choose constant resource type

   3. Give the resource a name

   4. Choose text type

   5. For the value, add the URL to the actual room template

6. Add the customer name

   1. Triggering opportunity > Account ID > Account Name

7. Add the customer website

   1. Triggering opportunity > Account ID > Website

Be sure to name and save your flow after you have added any additional elements or rules!

If you are adding this flow to create an Arrows onboarding plan, the steps above will need to correlate to the property object used for that process and you will need to add an extra element to Get contacts to add the contacts from the onboarding record to the plan: