> ## Documentation Index
> Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Flow and Add Trigger Rewards

*Learn how to create a flow in Salesforce.*

# Creating a Flow in Salesforce for Xoxoday Plum Reward Automation

Before you get into creating your flows, you need to Create a Campaign and automation in Xoxoday Plum, Add the Xoxoday Refresh widget, and refresh it, to have all your old and new automation synced in.

**​Step 0:** Once you have added the widget, click **"Refresh".**

**​Step 1:** On the homepage, Go to **Navbar->Select Setup** and Click **"Setup"**

**​Step 2:** On the Setup Dashboard, Search for **"Flows"** under Process Automation and Click **"New Flow".**

**​Step 3:** Now select the template type and Configure the Start Trigger Settings, Under Object: Select Lead/Contact and Click \*\*"done".\*\*\*\*​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/spaces_-MOeXh7erUO5h_LVpN85_uploads_wTWpcH3RuhFjzPdPUPee_Screenshot_2022-08-09_at_3.jpg?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=ac51511ee0f19d21cb4d5db5d2fa7f85" alt="" width="2880" height="1520" data-path="images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/spaces_-MOeXh7erUO5h_LVpN85_uploads_wTWpcH3RuhFjzPdPUPee_Screenshot_2022-08-09_at_3.jpg" />

Step 4:\*\* Now next step would be to add a new element: from options select \*\*"Create records".\*\*\*\*​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_11_04_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=3602dc56e399db451de120ab71e72a10" alt="" width="2880" height="1519" data-path="images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_11_04_PM.png" />

​Step 5:\*\* Edit the Create Records settings and under object look for "\*\*XoxodayRewardFlowAutomations" \*\*and then Click "\*\*Done". \*\*(refer to above image)

**​Step 6:** Now add another element and Select "**Get Records".**

**​Step 7:** Edit the Get Records settings and under object look for "XoxodayRewardFlowAutomations" Once done, "Filter XoxodayRewardFlowAutomations Records" has to be updated. - In fields select "id" - In Values look for "Record (single) variables" ->Select your Xoxoday automation->Select "ID".\*\*​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_39_55_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=4e6fe0581cfa4cc7409b99bf35f243a7" alt="" width="2880" height="1522" data-path="images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_39_55_PM.png" />

Step 8:\*\* Now the element that has to be added is "Action": **Add element->Select Action->Uncategorised-> Action name: Xoxoday Plum Reward API.**

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_29_29_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=d6ecc7ea4c83fd6a90741dd13c195116" alt="" width="2880" height="1518" data-path="images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_29_29_PM.png" />

**Step 9:** Update Input fields as per your flow (refer below image)

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_32_39_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=e6956832972afe88ad5426a77708e48b" alt="" width="2880" height="1515" data-path="images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_32_39_PM.png" />

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_36_39_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=b077b088934a4af49f91b720431428b0" alt="" width="2880" height="1519" data-path="images/intercom/help-center-integrations-salesforce-create-a-flow-and-add-trigger-rewards-9414475/Screenshot_2022-08-09_at_6_36_39_PM.png" />

**Step 10:** Now **"Save"** your flow and **Activate** it.
