I am trying to use Flows to match an exiting Account Name to Leads. I created a lookup field on the Lead object called Related Account.
I have a few screenschots of what I set up.
I am thinking that AccountId should go into the Variable, but this not an option.
Lastly, I was thinking of choosing Assignment and having my Lead field Related Account = Account(AccountId). So that the field on the lead would populate with Account name.
As always any help is greatly appreciated.
답변 1개
Hi Matthew Rubin,
You can fetch all the account into resource then change the name as per the need.
And the try update using 'Update Records' option in that you can reuse that resource in which you have fetched the Accounts earlier.
There are some documentation for you reference on the Resources in Flows
https://help.salesforce.com/articleView?id=sf.flow_ref_resources.htm&type=5
kindly Let me inform if it helps you and close your query by choosing best answer if you got your right answer so it can helps others.
Thanks and Regards
Suraj Tripathi.
