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Jess Zieglar
Visual Workflow Cross Object Field Update
I have been trying to build a Flow that would update a Lookup Field on a Lead record if the criteria on the Lead and the criteria on another Object match. However, everytime I run the test against different Lead records, the flow returns the same results as the 1st initial test I ran from day 1.
Example:
If Lead email domain = Account Domain, Update X field on the Lead record
How it Should work:
Lead 1
Account Domain 1
Update Field is Account 1
Lead 2
Account Domain 2
Update Field is Account 2
How it is currently working:
Lead 1
Account Domain 1
Update Field is Account 1
Lead 2
Account Domain 1
Update Field is Account 1
(Flow Screen Shot below)
For some reason, the flow does not want to understand anything outside of the 1st initial Account Domain. Any thoughts as to what I may be doing wrong?
Example:
If Lead email domain = Account Domain, Update X field on the Lead record
How it Should work:
Lead 1
Account Domain 1
Update Field is Account 1
Lead 2
Account Domain 2
Update Field is Account 2
How it is currently working:
Lead 1
Account Domain 1
Update Field is Account 1
Lead 2
Account Domain 1
Update Field is Account 1
(Flow Screen Shot below)
For some reason, the flow does not want to understand anything outside of the 1st initial Account Domain. Any thoughts as to what I may be doing wrong?
So, are you just trying to update the lead to map it to an account, if the lead's email domain and the account's website domain match? In other words, do you have a lookup field on the lead called "Account" that is a lookup to the account object, and, when a lead is created or updated, you want that field to be populated with the account that has a website domain that matches the lead's email domain?
Were you able to come up with a solution? I'm working on something that is 90% similar to what you are asking about. I can not get my flow to work. Any updates?