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.
- From the Elements tab in the toolbox, drag Get Records onto the canvas.
- In the New Get Records window, enter these values.
Field Value Label Find a Match API Name Find_a_Match Object Contact - In the Filter Contact Records section, for Condition Requirements, select All Conditions Are Met (AND).
- Enter these conditions.
Field Operator Value FirstName Equals {!contact.FirstName}
- Click Add Condition, and enter these conditions.
Field Operator Value LastName Equals {!contact.LastName} - Click Done.
- Drag the connector node from Contact Info onto Find a Match.
- Click Save.
