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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. 

  1. On the path after the Create Individual element, click Add Element. Select the Update Records element. (Watch the Data Elements video to learn more.)
  2. For Label, enter Update Contact with Individual. The API Name field is automatically populated based on this entry, and is Update_Contact_with_Individual.
  3. Select Specify conditions to identify records, and set fields individually.
  4. For Object, select Contact.
  5. For Condition Requirements to Update Records, select All Conditions Are Met (AND).
    • Field: Id
    • Operator: Equals
    • Value: select UserInfo, then select ContactId
  1. Under Set Field Values for the Contact Records, select the following.
    • Field: IndividualId
    • Value: individualId
  1. Save the flow.

Resources

Salesforce 도움말에서 Trailhead 피드백을 공유하세요.

Trailhead에 관한 여러분의 의견에 귀 기울이겠습니다. 이제 Salesforce 도움말 사이트에서 언제든지 새로운 피드백 양식을 작성할 수 있습니다.

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