Hi! I have a flow that creates a new contact for email to case and web to case. However, I need the contacts to attach to existing Accounts if they exist. How do I go about doing this? I'm fairly new to flow so I'd need as much detailed explanation as possible. OR if you've done this and can post screenshots or have found any other resources you can link, would be so so appreciated. Thanks!
1 answer
Hi Anandamayi,
- Add a getRecords Element. Configure it to search for duplicates:
- Contact.Email = CreateRecord.Email
- Contact.FullName = CreateRecord.FullName
- Contact.Phone = CreateRecord.Phone
- etc
- You're defining what you would qualify as "duplicate records" here
- Make sure the Element is configured to allow more than one Record (a collection)
- Add a decision Element.
- If a Record is found in getContacts, the path will be Duplicate Found, and allow the user to select one of the duplicates. If no Record is found, the path will go to a Create Records Element
- Add a Screen Element (Duplicates Found path)
- Add a Data Table Element to the Screen
- Source Collection = Contacts from getContacts
- Allow the user to select one of the records on the Data Table
- Add an updateRecords Element to update the record however you need
- Add a getRecords Element. Configure it to search for duplicates:
