Flow Examples

By studying these complete examples, you will gain proficiency integrating Relay flow actions within your Salesforce processes. This empowers organizations to build robust integrations to Relay that drive efficiency, engagement, and growth.

Flow Examples

Example 1: Onboarding a User to Relay

Step through a detailed example demonstrating the implementation of Relay's onboarding action. From user creation to personalized welcome messaging, learn how to streamline the onboarding process.

Example 2: Create a Case on Low NPS

Learn to capture and respond to real-time events originating from the user Feed, enabling dynamic and responsive workflows. In this example, a case record is created any time a user responds negatively to a survey within the Relay Feed.

Example 3: Consent Management Part I

Manage TCPA SMS opt-out messages received from your users.

Example 4: Consent Management Part II

Send any local TCPA consent changes, made within Salesforce, to Relay ensuring both systems remain in sync.