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, hover over and click .
- Click Get Records.
- 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 - Your flow canvas should look like this.
- Click Save.