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 |
No comments:
Post a Comment