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Topics#Salesforce DeveloperMatthew Rubin's Question
Matthew Rubin (Hero) asked in #Salesforce Developer
Apr 15, 2021, 4:55 PM

flow for matching leads to accounts

Hello Community,

I'm looking to match Lead comapny name to existing Account Names when a lead is created or updated.  I created a lookup field on the Lead object related it to the Account.  I began to build the flow but I am getting stuck. A couple screenshoots of what I have so far.  

flow for matching leads to accounts

User-added imageMy thought is that the Varible would be AccountId, but that is not an option.  Lastly, I would imagine that Assigment would be simple.  Variable is custom field on lead = Value AccountId??

Any help is greatly appreciated. 
2 answers
  1. Susanne Taylor
    Dec 1, 2025, 9:35 AM

    Hey @Matthew Rubin, 

    To match a Lead’s Company name to an existing Account, create a before-save record-triggered flow on the Lead object. Use a Get Records element to pull the Account where the Name equals the Lead’s Company, then simply assign the Account’s Id to your Lead’s Account lookup field. This ensures every new or updated Lead automatically links to the correct Account. For an even smoother process, you can extend this setup with lead routing rules and tools like LeadAngel, LeanData, etc....or an automated assignment flow so matched Leads are instantly directed to the right sales owner or queue, improving speed and follow-up consistency.

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