Opensense Campaigns w/ Salesforce Flow Builder

Overview

This article explains how to create a Salesforce Flow that assigns Opensense custom tags to contacts or leads, enabling recipient-based banner targeting in email signatures. The steps below cover a standard Record-Triggered Flow and can be extended for more advanced use cases.

Before you start

You'll need:

• The Salesforce integration configured with the Opensense custom fields (sgentags and/or sgenads) 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, navigate to Setup.
        

2. Search for and select Flows under Process Automation.
        

3. Click New Flow.
        

Step 2: Select a flow type

Choose Record-Triggered Flow to automatically update a record based on criteria, then click Create.

Other flow types

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

Step 3: Configure the trigger

Set the Object to Contact (or Lead, depending on your setup). Under Trigger the Flow When, select A Record Is Created or Updated. Configure your Entry Conditions to match the segment you want to target — for example, filter by Industry, Lead Source, or any other relevant field. Click Done when finished.

Step 4: Add an Update Records element

1. In the Flow canvas, click the + icon to add a new element and select Update Records.

2. In the Update Records configuration panel, set the following:

• How to Find Records to Update: Use the record that triggered the flow (Contact or Lead)

• Filter Conditions: Leave as-is to update the triggering record, or add additional 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 name(s) associated with your banner campaign, as configured in the Opensense portal

3. Tag values must be entered as a plain string. Valid format examples:

• sales — single tag

• sales,marketing,sales — sales displays twice as often as marketing

• sales,marketing,sales,inbound24 — same weighting logic with an additional 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 preserve or append to the existing value. If your contacts or leads may already have tags assigned (for example, by 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

Click Save in the upper right, give the flow a descriptive name (for example, os_webinar), then click Activate.

Important

Only activate the flow after confirming your entry conditions and tag values are correct. Activating applies the flow to all matching records going forward.

What's next

Now that your Salesforce Flow is active, you might want to:

• Learn more about configuring banner campaigns and tags in Opensense

• Review the Salesforce integration setup

Opensense Support

For further assistance, contact Opensense Support:

• Email: help@opensense.com

• Knowledge Base: help.opensense.com