Assigning Opensense tags with Salesforce Flow Builder

Overview

This article explains how to create a Salesforce Flow that assigns Opensense custom tags to contacts or leads, for recipient-based banner targeting in email signatures. The steps cover a standard record-triggered flow, and you can extend them for more advanced use cases.

Before you start

You need:

• The Salesforce integration configured, with the Opensense custom fields (sgentags, sgenads, or both) added to your Contact or Lead object
• At least one active banner campaign with tags configured in the Opensense portal
• Salesforce admin or Flow Builder access

Step-by-step guide

Step 1: Open Flow Builder

1. In Salesforce, select the gear icon, then Setup.
2. In the Quick Find box, search for Flows, and select Flows under Process Automation.
3. Select New Flow.

Setup · In the gear icon's menu

Flows · Under Process Automation

New Flow · On the Flows page

Step 2: Select a flow type

In the New Automation window, under Frequently Used, select Record-Triggered Flow. It updates a record automatically, based on criteria. If your org lists the flow types with a Create button instead, select Record-Triggered Flow, then Create.

Other flow types

You can also use a Screen Flow or a Schedule-Triggered Flow, depending on your use case. Record-Triggered Flow is recommended for assigning tags automatically, based on contact or lead data.

Step 3: Configure the trigger

1. Set Object to Contact (or Lead, depending on your setup).
2. Under Trigger the Flow When, select A record is created or updated.
3. Set the Entry Conditions to match the segment you want to target: for example, filter by Industry, Lead Source, or any other relevant field.
4. Select Done.

Step 4: Add an Update Records element

1. On the Flow canvas, select the + icon to add an element, and select Update Records.

2. In the Update Records panel, set these:

   How to find records to update

   Use the record that triggered the flow (the Contact or Lead).

   Filter conditions

   Leave as-is to update the triggering record, or add more conditions as needed.

   Field

   Select sgentags to assign a rotating tag set for banner targeting. Use sgenads to assign a static banner instead.

   Value

   Enter the tag names for your banner campaign, as configured in the Opensense portal.

   

3. Enter the tag values as a plain string. These formats are valid:

   • sales: a single tag.
   • sales,marketing,sales: sales displays twice as often as marketing.
   • sales,marketing,sales,inbound24: the same weighting, with another tag rotating in.

   

Update Records overwrites existing tags

The Update Records element replaces the entire sgentags value each time the flow runs. Salesforce has no option to keep or append to the existing value. If your contacts or leads may already have tags (for example, from another flow or a previous campaign), add a Decision element before Update Records, to check whether sgentags is already populated, and handle those records on a separate path.

Step 5: Save and activate the flow

1. Select Save in the upper right.

2. Give the flow a descriptive name (for example, os_webinar), and select Save.

   

3. Select Activate.

Check before you activate

Activate the flow only after you confirm that your entry conditions and tag values are correct. Activating applies the flow to all matching records from then on.

What’s next

• Creating a banner campaign: configure banner campaigns and tags in Opensense.
• Salesforce integration requirements
• Finding Salesforce field API names to query in Opensense

For further help, contact Opensense Support at help@opensense.com.