Skip to main content

Branch the Flow

Note

Accessibility

This step requires some additional instructions for screen reader users. To access a detailed screen reader version of this step, click the link below:

Open Trailhead screen reader instructions.

Add a Decision Element to the Flow

Now that your flow checks for a matching contact record in your org, let’s branch the flow. The path the flow takes depends on whether a matching contact is found, and whether the user chooses to update the matching contact or create a new contact.

Add a Decision element to create two branches in the flow: one that creates a contact record, and one that updates any existing record that’s found.

  1. After the Find a Match element, hover over Add Element  and click Add Element.
  2. Click Decision.
  3. In the New Decision window, enter these values.
    Field Value
    Label Update or Create?
    API Name Update_or_Create
  4. In the Outcomes section, notice the two listed outcomes: New Outcome and Default Outcome. List of decision outcomes
  5. Make sure that New Outcome is selected, and enter these values into the Outcome Details section.
    Field Value
    Label Update Existing
    API Name Update_Existing
  6. For Condition Requirements to Execute Outcome, select All Conditions Are Met (AND).
  7. Click Add Condition and then enter these conditions.
    For the first condition, type update_toggle into Resource, click on update_toggle >, then select Value. For the second condition, type Find into Resource, click on Contact from Find_a_Match >, then click in the blank space below.
    Resource Operator Value
    update_toggle > value Equals $GlobalConstant.True
    Contact from Find_a_Match Is Null $GlobalConstant.False
    Completed Outcome Details section
  8. In the list of outcomes in the sidebar, select Default Outcome.
  9. In the Outcome Details section, for Label, enter Create New, then click in the blank space below. Notice that the list of outcomes now displays the outcome labels that you entered.
    Updated list of outcomes
    The current flow, with the Update or Create element added
  10. Click Save.

Now you’ve equipped your flow with two paths. Next, you build the elements that go on those two paths.

Keep learning for
free!
Sign up for an account to continue.
What’s in it for you?
  • Get personalized recommendations for your career goals
  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities