Creating Flows and Processes.
Created a Process that kicks off a Flow.
The process runs when a contact record owned by one of the marketing reps is created or edited. She shouldn't own any contacts but instead should own those contacts as leads.
The process starts a flow that grabs the contact ID from the triggered process, assigns many of the fields on the contact record as variables, deletes the contact record and then creates a lead record with the same info and assigns it to the same rep.
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Process Overview |
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ID Contact Object in Process |
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Set Criteria |
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Launch Flow |
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Flow Overview |
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Contact Record Lookup |
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Account Record Lookup |
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Delete Contact Record |
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Create Lead Record |
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