Flow - Synchronise Xero Contact address with the Salesforce Account

Owned by Yoann Beurier
Last updated: Apr 22, 2022
2 min read

Below is an example of a flow that will allow you to keep records synchronised between Xero and Salesforce.

The example below, albeit simple, can be enhanced and applied to other TwixRiva source tables to keep salesforce in sync with Xero.

 

The scenarios below is the following:

The accounts team are always the first ones informed when a business wants an invoice details updated. We will demo how to keep the Xero Contact billing address in sync with Salesforce.

Step 1: Prepare a After Record-Triggered flow.

Step 2: Configure the Start of the Flow

  • Select the Xero Contact object

  • Use A record is created or updated

  • The Xero Contact is linked to a Salesforce Account

For the purpose of this example, we will not set anymore filters. You could however restrict the flow from running too often if you filter using ‘Is Changed’ conditions. I.e. below:

Step 3: Select the update Record action

Step 4: Configure the action

  • Set the Label

  • Select 'Specify conditions to identify records, and set fields individually'

  • Choose the object we want to update (Account)

  • Choose the unique identifier of the record you want to update (Id) and map it to the Account field on the Xero Contact record ($record > Account)

  • Edit the field update mapping ( Billing Street ) and map to the Xero Contact field ( $Record > Street )

 

Step 5: Save the flow, activate it & Voila. Your Account Billing Street will now be kept in sync with Xero now.