I have a zipcode field in the lead object. I would like to create a checkbox field and mark it if the zipcode is present as a record in the custom object. I have created a custom object and inserted the zicodes as the records. Can anyone suggest me what to do next?
3 respostas
Hi,
Create a Process builder on Lead Object.
Process builder will call a Flow.
In flow, there will be an input parameter which will be set from the process builder during the calling of Flow. (Prefer creating a variable in flow with data type = Record and the object = Lead).
In Flow find the record of the Custom object with Lead's Zip Code.
If find matching record then update the lead with checkbox value true.
Modules:
https://trailhead.salesforce.com/en/content/learn/modules/flow-builder
https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/business_process_automation_combined
Note- It will work for newly created Leads after activation of process.
For existing Leads, you also need to update the existing record by using data loader so that Process builder can execute
