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Surya J 6Surya J 6 

Create a flow which automates the new account creation process

Hi 

My business case is 

I used to receive a New Account creation request from the end user(Sales Person or Advisor),As soon the request comes to my Support group bucket I have to pick the request and check for the duplicate by the name of the account,EIN & Address.If the account exist i have to mail back to the requester telling that the requested account is exist else i have to create the New Account and mail the requester back.

I am tollay new to salesforce.I am trying to automate this process by Flow.Please explain in detail to attain my need

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Raghu RamanujamRaghu Ramanujam

Hi Surya,

Create 3 variables in the flow to store Name, EIN and postcode. (Plus other variables to hold the new account details)

Do a record lookup in the flow to find any duplicate Accounts with these variables.
Then add a decision flow, No Duplicates. Then use create record option to create a new Account or.
                                          Yes Duplicates found. Send a email alert.


Thanks,
Raghu

 

Surya J 6Surya J 6
Hi Raghu,

Tanq for your reply!!!

I am totally new to salesforce,I have created the variable as you mentioned.

Can you explain the remaining process, step by step if you dnt mind?
Raghu RamanujamRaghu Ramanujam

Hi Surya,

Your flow will look like this.

1)  Record LookUp for Account
2) Decision Box
3) Create New Account
4) Send Email if Account Exists

Part1
Search Account by Name and Postcode and store the Name in a variable.

Account Lookup
Decision :Account not found.

Decision
Create New Account.
Create Account

Hope this helps.

Thanks,

Raghu

Surya J 6Surya J 6
Hi Raghu

It really helps...
I have a small question here,I have to do the lookup where the new account creation request has been requested.
How can i map this request with the flow?...Below image shows the Request tab
 User-added image

Thansk
Surya J
Raghu RamanujamRaghu Ramanujam

Hi Surya,

You can do this in couple of ways.
Easy option is create a Custom Button in the detailed page of the 'Request'.

Open the flow you have created and copy the URL and set the variable to the flow ..
"/flow/MyFlow?varName=Surya&varpostcode=AB144RC", this will launch the flow with the given variables.

Hope this helps.

Thanks,

Raghu