Business Use Case

We built this flow to streamline contact intake for a sales or support team. The goal was to reduce manual data entry and ensure clean, consistent contact creation inside Salesforce.

Intro

In this project, we:

• Captured information from a user
• Queried our Salesforce org for matching records
• Decided whether to update an existing record or create a new one
• Created or updated the appropriate record based on logic

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🛠️ First Steps – Create the Flow and Add a Screen

We started by creating a new Screen Flow and adding a "Contact Info" screen element.

🧱 Create a Record Variable for the Contact

We created a new Record Variable to store user-entered contact data, setting its data type to Record and linking it to the Contact object.

✏️ Add a Name Input Component to the Screen