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Check for a Matching Contact in Your Org

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.

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.

  1. After the Contact Info element, click Add Element.
  2. Click Get Records.
  3. In the New Get Records window, enter these values.
    • Label: Find a Match
    • API Name: Find_a_Match
    • Object: Contact
  4. In the Filter Contact Records section, for Condition Requirements, select All Conditions Are Met (AND).
  5. Enter this condition.
    • Field: First Name
    • Operator: Equals
    • Value: select contact then select First Name
  6. Click Add Condition, and enter this condition.
    • Field: Last Name
    • Operator: Equals
    • Value: select contact then select Last Name

Your flow canvas should look like this.

Flow Builder, showing the Contact Info and Find a Match elements

  1. Click Save.
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