Update Contact Record with Individual Field
The next step (we know, we know... we’re almost done with the flow creation) is to update the Individual field on the user’s contact record, associating it to the record that stores the customer’s communication preferences.
- Click the plus icon between Create Individual and End and select the Update Records element (watch the flow data elements video to learn more).
- For Label, enter
Update Contact with Individual
. The API Name field is automatically populated based on this entry, and isUpdate_Contact_with_Individual
. - Select Specify conditions to identify records, and set fields individually.
- Update Records of This Object Type: Contact
- All Conditions Are Met (AND)
- Field: Id
- Operator: Equals
- Value:
{!UserInfo.ContactId}
- Under Set Field Values for the Contact Records, define the following.
- Field: IndividualId
- Value:
{!individualId}
- Save the flow.