• Benita Oberoi
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  • Member since 2017
  • Salesforce Project Manager

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Hello everyone!

User-added image
I have 3 processes calling 3 flows and would like to combine them into one - see the above diagram to get a better understanding of the requirements. Efficient way would be to have all these 3 processes calling 3 flows consolidate into one process calling one flow.
I would like a process triggered when a new application is created via survey money and a few parameters are passed to a flow which in turn  will look up matching account and link it to an application and next will look up a matching contact and link that contact to the account in question and next link application to contact for complete tracking and reporting.
This created process triggers the flow and flow does not go beyond first step of looking up account.
FYI - Current process is that application sbmitted via Survey Monkey creates 3 records in salesforce - Application, Account and Contact. If account and contact already exist,  duplicate accounts and/or contacts are not created.
Did anyone experience a similar issue ? Any insight ?
Hello everyone!

User-added image
I have 3 processes calling 3 flows and would like to combine them into one - see the above diagram to get a better understanding of the requirements. Efficient way would be to have all these 3 processes calling 3 flows consolidate into one process calling one flow.
I would like a process triggered when a new application is created via survey money and a few parameters are passed to a flow which in turn  will look up matching account and link it to an application and next will look up a matching contact and link that contact to the account in question and next link application to contact for complete tracking and reporting.
This created process triggers the flow and flow does not go beyond first step of looking up account.
FYI - Current process is that application sbmitted via Survey Monkey creates 3 records in salesforce - Application, Account and Contact. If account and contact already exist,  duplicate accounts and/or contacts are not created.
Did anyone experience a similar issue ? Any insight ?
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