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Gather User Information with a Get Records Element

Now get the user’s information so the flow can assign privacy settings to the user. If the customer is only signing up for the portal, the flow uses the information they enter. Collect their first and last name, as well as their email address.

  1. On the flow canvas, on the path after the Start element, click Add Element. Select Get Records. (Watch the Get Records video to learn more.)
  2. For the label, enter Get User Info. The API Name field automatically populates to Get_User_Info.
  3. For Get Records of this Object, select User.
  4. For Condition Requirements, select All Conditions Are Met (AND).
  5. For Field, select User ID.
  6. For Operator, select Equals.
  7. For Value, select LoginFlow_UserId.
  8. For How Many Records to Store, select Only the first record.
  9. For How to Store Record Data, select Automatically store all fields.
  10. Click Save.

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