Exercise 5: Take action with Flow

In this exercise, you will create a Data Graph triggered flow to convert the high value lead to a contact.

Exercise 1: Create a Data Cloud Triggered Flow

Step 1: Activate Model Builder

1. In the App Launcher, select the Data Cloud app.

2. Select the Einstein Studio tab.

3. Open the Predict Lead Conversion Probability Model.

4. Click on Activate then Activate Model.

Step 2: Create the flow

1. From Setup, open Flows.

2. Click New Flow.

3. Select Automation Event-Triggered Flow.

4. Click on Start Element to open the settings.

5. Set the following values to trigger the flow:

   Field	Value
   Data Graph	Real Time Engagements
   Data Model Object(DMO)	Page Engagement

6. Mouse over the circle after the Start element, click +, and select Action.

7. In the sidebar, search for and select Parse Data Graph for Model Inputs.

8. Set the following values:

   Field	Value
   Label	Parse Data Graph
   datagraphName	Real_Time_Engagements
   individualId	Event > Individual

9. Mouse over the circle after the Parse Data Graph element, click +, and select Action.

10. In the sidebar, search for and select Predict Lead Conversion Probability.

11. Set the following values:

    Field	Value
    Label	Predict Lead Conversion Probability
    API Name	Leave Default
    Description	Predict the probably that this lead will convert based on their engagement history.

12. Set the input values to the corresponding fields from Outputs of the previously added Parse Data Graph action and set the source input to Web

13. Mouse over the circle after the Predict Lead Conversion Probability element, click +, and select Update Records.

14. In the right panel, configure the Get Records action as follows:.

    Field	Value
    Label	Update Lead
    API Name	Keep default
    Description	Update Lead with Conversion Probablity
    How to Find Records to Update and Set Their Values	Specify conditions to identify records, and set fields individually
    Object	Lead

15. Define the three conditions below:

    Field	Operator	Value
    LeadId	Equals	Outputs from Parse.. action > leadId

16. Set the following field value:

    Field	Value
    Lead_Conversion_Probability__c	Outputs from Predict... action > Prediction

17. Save and Activate the flow.

TIP

Activation may take a couple of minutes to complete.

Summary

You can now ingest and analyze data in real time as users are interacting with your website.