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  • 91E4EFCF-D905-47A3-8724-F014578101DF

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    hsadfj algio
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    The document is a request for assistance with setting up a triggered flow in Salesforce. Specifically, the author is asking how to create a lookup from a Case to a Lead object, what trigger condition to use in the flow other than checking the email subject which did not work, and where they may be going wrong in using a decision element to create a record if the Lead status is "Open Not contacted".

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    The document is a request for assistance with setting up a triggered flow in Salesforce. Specifically, the author is asking how to create a lookup from a Case to a Lead object, what trigger condition to use in the flow other than checking the email subject which did not work, and where they may be going wrong in using a decision element to create a record if the Lead status is "Open Not contacted".

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    4 views2 pages

    91E4EFCF-D905-47A3-8724-F014578101DF

    Uploaded by

    hsadfj algio
    The document is a request for assistance with setting up a triggered flow in Salesforce. Specifically, the author is asking how to create a lookup from a Case to a Lead object, what trigger condition to use in the flow other than checking the email subject which did not work, and where they may be going wrong in using a decision element to create a record if the Lead status is "Open Not contacted".

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Hello Bariskan,

    I am new to SF and currently building capacity. Kindly bear


    with me.
    With regards to your first paragraph, do I create a lookup from
    the Case to the Lead Object?
    Using the triggered flow, what do you think should be the
    trigger condition? I have tried using the subject of the email
    that starts with “Re:”. Does not get the desired effect.

    Furthermore, I have attempted the decision element. This is


    stating that if Lead Status is Open Not contacted, then it can
    take the path to creating the record.
    This is the update record screen.

    Can you please advise where I may be missing this?

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