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ahan Can VWF stage form replies so changes can be approved before updating leads and accounts
Hi,
Can the results of a flow be staged in an environment so that data can be verified before they are overwritten in an existing account or lead. I'm trying to not create a new lead everytime someone who has an exisiting account fills out our form, only when an actual new lead is being created.
ahan
Hmm interesting.. The only way I can think is to create a new "Shadow Lead" custom object which would be the place where Flows would create the record intially and once it is "ready", delete that record and create the new lead in the actual lead object.
1. Why not add a step into your flow process which queries against existing Leads in SF and ask the user if the Lead is new or Existing? That may be one solution.
2. If 1 isn't feasible, why not add a special status to these leads which identifies them as "UnApproved". Then you could have a process where someone approves the leads or removes them if they are duplicates?