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SFDCneophyte Cloud Flow Design for record look up & create
Anyone who can help!
I'm trying to create a cloud flow design that would that would trigger based on the status of a Lead or Contact record. Which in turn would check a custom object to see if a record exist if it doesn't it then creates a record....The flow would be as follows:
Lead or Contact record becomes (Sales Qualified) ----> Check to see if this record has a Qualified Lead Record (custom object), if false then create new Qualified Lead Record.
Any help would be greatly appreciated.
-KG
To my knowledge flows can't trigger by system events, they have to be run by a user. You would ned a trigger for this.