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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:

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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, hover over Add Element  and click Add Element.
  2. Click Get Records.
  3. In the New Get Records window, enter these values.
    Field Value
    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 these conditions.
    Field  Operator Value
    FirstName Equals contact > FirstName
  6. Click Add Condition, and enter these conditions.
    Field Operator Value
    LastName Equals contact > LastName
  7. Your flow canvas should look like this.
    Flow Builder, showing the Contact Info and Find a Match elements
  8. Click Save.
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