Salesforce Flow Decisions
Updated: Dec 25, 2021
What Does This Post Cover?
- How to use the Decision Element in Salesforce Flows
- When you need to filter out what updates need to occur on an object, use the decision element to route the flow properly
In this example:
We will be taking a look at the following made-up business requirement: Business Requirement: VP of sales would like the lead description to be updated with the appropriate notes depending on the value of the “behavior ratings” field that is found on the lead object.
Since we have a video on this showing you step by step, this blog post will be primarily used to view the values we used in the video as a reference to rebuild.
#1 Lead Process Builder
Node: "Behavior Rating Changed?"
a. [Lead].Behavior Rating ISCHANGED = True
Immediate Actions: "Update Lead Description"
Flow: "Decision Element Flow"
a. RecordId FIELD REFERENCE = [Lead].Id
b. BehaviorRating FIELD REFERENCE = [Lead].Behavior_Rating__c
#2 Decision Flow
a. Decision: "What is the behavior rating?"
b. Update Records: "Evil Update"
c. Update Records: "Good Update"
d. Update Records: "Meh Update"
#3 Video Walkthrough
Check out the FULL video walkthrough to get more context here in the youtube video below 🎬🍿