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Brent Carlton 1
Fast Lookup fails on custom email fields
We have two custom email fields on our Contact object. I've created a simple flow triggered by process builder to used a web-to-case email address to find all occurances of that email address in one of those fields. The flow works as follows
1) Fast Lookup on Contact using the Web Email address to match against an email field.
2) Loop and Assignment elements to count the number of occurances
3) Update element to write out the number of occurances to the Case record.
Here's the problem. This works perfectly if the Fast Lookup is checking the standard Email field on the Contact. However, if I search on a custom email field, the flow fails:
I have two versions of this flow that are identical except for the field that's being searched.
(Yes, we're using Person Accounts, but the behaviour is the same if the contact is not a person account.)
Is there any good reason why flow would treat a standard email field differently from a custom email field?
Thank You.
1) Fast Lookup on Contact using the Web Email address to match against an email field.
2) Loop and Assignment elements to count the number of occurances
3) Update element to write out the number of occurances to the Case record.
Here's the problem. This works perfectly if the Fast Lookup is checking the standard Email field on the Contact. However, if I search on a custom email field, the flow fails:
FAST LOOKUP: Find_Person_Account_Matches
Find all Contact records where:
Email_2__c Equals {!WebEmail} (test@email.com)
Sort records by: LastName (Ascending)
Assign those records to {!EmailMatchesFound}.
Save these field values in the variable: Id, IsPersonAccount
Result
Failed to find records.
Find all Contact records where:
Email_2__c Equals {!WebEmail} (test@email.com)
Sort records by: LastName (Ascending)
Assign those records to {!EmailMatchesFound}.
Save these field values in the variable: Id, IsPersonAccount
Result
Failed to find records.
I have two versions of this flow that are identical except for the field that's being searched.
(Yes, we're using Person Accounts, but the behaviour is the same if the contact is not a person account.)
Is there any good reason why flow would treat a standard email field differently from a custom email field?
Thank You.
Any chance your standard email field is set as an external ID and the other isn't? Knowing if that is part of your issue might help me with mine...
Serena
Brent