Check for a Matching Contact in Your Org
Use a Get Records Element to Find a Matching Contact
Add a Get Records element to your flow to query your org for any existing contact whose name matches what the flow user enters.
- After the Contact Info element, click
.
- Click Get Records.
- In the New Get Records window, enter these values.
- Label:
Find a Match
- API Name:
Find_a_Match
- Object: Contact
- Label:
- In the Filter Contact Records section, for Condition Requirements, select All Conditions Are Met (AND).
- Enter this condition.
- Field: First Name
- Operator: Equals
- Value: select contact then select First Name
- Field: First Name
- Click Add Condition, and enter this condition.
- Field: Last Name
- Operator: Equals
- Value: select contact then select Last Name
- Field: Last Name
Your flow canvas should look like this.
- Click Save.