![]() In the example below, Flow gets the case records that meet the custom condition logic. However, if you select the third option, which is "Custom Condition Logic Is Met", you have to enter the logic using the row numbers. First two options are pretty straight forward. Flow Builder allows you to select "All Conditions Are Met", or "Any Condition Is Met", or "Custom Condition Logic Is Met" to build the logic. It is possible to enter multiple condition rows and then apply a condition logic for those rows. ![]() To activate the flow, select Activate.There are many areas in Flow where you can use a condition to filter records or execute a decision outcome. To save the flow, select Save, then select Save As to save the modified version of the flow. Then select Done.įrom the Toolbox on the left-hand side, drag an Update Records element to the far right of the flow next to the Decision, Lead Matched to Update element.Īt Edit Update Records, set Object to Lead.Ĭondition Requirements to Conditions are MetĪt Set Field Values for the Lead Records, set When to Execute Outcome to All Conditions Are MetĪt Resource, enter. Functionality remains the same.įrom the Toolbox on the left-hand side, drag a Decision element to the far right of the flow next to the Create Records, Create Event element. Note: Your organization's visual builder may be viewed in the Classic or Lightning experience. For the Select Outcome for Decision Controller popup, leave the Outcome as Lead Match to Update Record Owner, and select Done.įrom your Setup page, locate the Quick Find / Search box, then type flows.Connect the Create Records: Create Event element to the Decision: Lead Match to update element.Note: you will also need to deactivate the CreateEventTemplate, so you don’t have duplicate events in Salesforce. To activate your flow, select Activate.Select Save As, then A New Version, then Save.For the Select Outcome for Decision Controller popup, leave the Outcome as Lead Match to Update Record Owner, and select Done.Connect the Decision: Lead Match to update element to the Update Records: Update Lead Owner element.Connect the Subflow : Create Event Attendee Template element to the Decision: Lead Match to update element.At Set Field Values for the Lead Records, you'll set up a field.At Filter Lead Records, at Condition Requirements to Update Records, select All Conditions are Met.Under Update Records of This Object Type, at Object, select Lead.Under How to Find Records to Update and Set Their Values, select Specify conditions to identify records, and set fields individually.At New Update Records, set Label to Update Lead Owner.From the Toolbox on the left-hand side, drag an Update Records element to the far right of the flow next to the Decision, Lead Match to Update element. ![]()
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