15 June 2016

Marketing Flow to Delete Contacts and Create Lead records

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.



Process Overview



ID Contact Object in Process



Set Criteria



Launch Flow



Flow Overview



Contact Record Lookup




Account Record Lookup




Delete Contact Record




Create Lead Record





Collect Information from Users and then Operate on It with Visual Workflow





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