Hello everyone,
I'm stuck on what I hoped would be a very simple flow I'm trying to build. The objective is to update a checkbox field on a Lead or Contact record if it's been added to a specific Campaign.
I've been able to get it to work if only checking for Leads or Contacts but when I add a Decision element the default doesn't work. This happens whether the default is to update Leads or update Contacts.
Here's the current layout. I've had it set up with a "Get Leads" and a "Get Contacts" element side by side before the Decision element, as well as what you can see below.
I've spent all day trying to figure this out. I'm very new to creating Flows and so I'm probably doing something really obviously wrong!
Get Contacts element:
The decision element:
Get Leads element:
Update Lead:
Update Contact:
#flowHello,
Change your flow to this and you would be set.
Initial conditions: none since any campaign member will have either contactid or leadid.
Decision element:
First decision outcome:
Record.ContactId is null false
Second decision outcome:
Record.Leadid is null false
For the lead decision outcome, place a decision element and then an update element and it should look like this:
Decision Element:
checkbox equals false
Update Element:
Object: Lead
Id equals Record.LeadId
checkbox < true
For the contact decision outcome, place a decision element and then an update element and it should look like this:
Decision Element:
checkbox equals false
Update Element:
Object: Contact
Id equals Record.ContactId
checkbox < true
