This is a follow up post to ‘How to Setup Lead to Account Matching in Salesforce Using Process Builder and Flow’There have been new features and capabilities added to Salesforce Flow since the original post was published on May 26, 2020. You can now achieve lead to account matching in Salesforce using Flow only.Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales…
Refreshed and republished on September 10, 2021This post was originally published on February 2, 2021. After this post was published, Salesforce released the ability to check if a field has been changed. Previously, the solution was to clear out the UTM field values after the flow ran. The new solution is to use the is changed feature instead of clearing out field values.The ConceptIf a lead or a contact’s fields for UTM Source, UTM Medium…
New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the status values or bulk create the values using Data Loader. Now, thanks to one of the Summer ’20 updates, you can easily automate this process using only Salesforce Flow. In this post, I’ll show you how to use Salesforce Flow to create campaign member statuses automatically based on campaign type.
Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow and Process builder can be used to automatically match leads to existing accounts based on different criteria. In this post, I’ll show you how to match leads to accounts based on domain a well as company/account name.
