My sales director would like for accounts to be assigned to sales reps based on ZIP Codes. I’m not sure the best way to design the flow for these multitude of ZIP Codes. I use a collection variable with a loop or is there another way?
Thank you so much for your help
Steven Trumble (Strum Consulting) Forum Ambassador
Okay great.
I'd build a custom metadata object called zip code. In that object you need fields at minimum for zip code and use to assign.
Then in your flow I'd simply have a get records to retrieve the metadata record based on the zip code and return who would be the owner.
You'll also want to handle what happens if your get a 9 digit zip (can probably just search for the first five digits with a basic formula and LEFT() ), and how to handle record not found and assigning to a default user