Check for a Matching Contact in Your Org | Build a Simple Flow

Published: 12 September 2022
on channel: Saurabh Infotech Solutions
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#salesforce
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Build a Simple Flow

Use a Get Records Element to Find a Matching Contact
Add a Get Records element to your flow to query your org for any existing contact whose name matches what the flow user enters.

After the Contact Info element, click Add Element.
Click Get Records.
In the New Get Records window, enter these values.
Field Value
Label Find a Match
API Name Find_a_Match
Object Contact
In the Filter Contact Records section, for Condition Requirements, select All Conditions Are Met (AND).
Enter these conditions.
Field Operator Value
FirstName Equals {!contact.FirstName}
Click Add Condition, and enter these conditions.
Field Operator Value
LastName Equals {!contact.LastName}
Click Done.
Flow Builder, showing the Contact Info and Find a Match elements
Click Save.
00:00 Introduction
01:02 Flow
04:07 Get Records


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