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Matt Eck
Update/Create record in login flow
Hey Everyone,
I'm trying to create a login flow that will update a record whenever a person logs in, or create one if it doesn't already exist. I have it working right now so that whenever someone logs in it will create a new record, but I can't figure out a way that I can check to see if a record already exists and then choose to update or create the record based on that. Is their any way this can be done in a login flow?
Any help would be really appreciated.
Thanks!
I'm trying to create a login flow that will update a record whenever a person logs in, or create one if it doesn't already exist. I have it working right now so that whenever someone logs in it will create a new record, but I can't figure out a way that I can check to see if a record already exists and then choose to update or create the record based on that. Is their any way this can be done in a login flow?
Any help would be really appreciated.
Thanks!
1. Use Record Lookup element on Lead object to find if lead exists with email abc@salesforce.com. Store the record id in a variable {!RecordId}
2. Use Decision element to check the variable size
3. If record not exists then create one
I found this article helpful https://automationchampion.com/2015/08/22/getting-started-with-process-builder-part-42-auto-remove-a-record-from-chatter-groups/
All Answers
1. Use Record Lookup element on Lead object to find if lead exists with email abc@salesforce.com. Store the record id in a variable {!RecordId}
2. Use Decision element to check the variable size
3. If record not exists then create one
I found this article helpful https://automationchampion.com/2015/08/22/getting-started-with-process-builder-part-42-auto-remove-a-record-from-chatter-groups/