Branch the Flow
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.
- After the Find a Match element, hover over and click .
- Click Decision.
- In the New Decision window, enter these values.
Field Value Label Update or Create?
API Name Update_or_Create
- In the Outcomes section, notice the two listed outcomes: New Outcome and Default Outcome.
- 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
- For Condition Requirements to Execute Outcome, select All Conditions Are Met (AND).
- Click Add Condition and then enter these conditions.
For the first condition, typeupdate_toggle
into Resource, click on update_toggle >, then select Value. For the second condition, typeFind
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 - In the list of outcomes in the sidebar, select Default Outcome.
- 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.
- Click Save.
Now you’ve equipped your flow with two paths. Next, you build the elements that go on those two paths.