Create or Update a Contact | Build a Simple Flow

Описание: #salesforce
#trailhead
#flow

Build a Simple Flow

Use a Create Records Element to Create a New Contact
Now that your flow has the logic to decide between two paths, let’s build those two paths. First, build the path for the default Create New outcome, which contains only one element.

In the Create New path, click Add Element.
Click Create Records.
In the New Create Records window, enter these values.
Field Value
Label Create Contact
API Name Create_Contact
Record {!contact}
Click Done.
The current flow, with the Create Contact element added on the Create New path
Click Save.
Now the flow can create a contact record when the Decision element executes and takes the Create New outcome’s path.

Use an Assignment Element to Set the Contact ID in the Record Variable
Let’s build the path for the Update Existing outcome. First, you need to get the record ID of the existing contact into the contact record variable.

In the Update Existing path, click Add Element.
Click Assignment.
In the New Assignment window, enter these values.
Field Value
Label Set Contact ID
API Name Set_Contact_ID
In the Set Variable Values section, enter these values.
Variable Operator Value
{!contact.Id} Equals {!Find_a_Match.Id}
Click Done.
The current flow, with the Set Contact ID element on the Update Existing path
Click Save.
Use an Update Records Element to Update an Existing Contact
Now that the contact record variable contains the record ID of the matching contact, you can reference that contact record variable in an Update Records element.

After the Set Contact ID element, click Add Element.
Click Update Records.
In the New Update Records window, enter these values.
Field Value
Label Update Contact
API Name Update_Contact
Record or Record Collection {!contact}
Click Done.
The completed flow, with the Update Contact element added
Click Save.
00:00 Introduction
00:36 Flow
02:33 New Assignment