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            Prospect, Lead, Contact, or Related Record Change Automation Event

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            Prospect, Lead, Contact, or Related Record Change Automation Event

            Run the automation event-triggered flow when a prospect, lead, contact, or a record that's related to a prospect, lead, or contact is created or updated and meets the specified conditions.

            Required Editions

            Available in: Lightning Experience
            This feature is available in Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition.
            Available in: All Editions supported by Data 360. See Data 360 edition availability.

            Configure Trigger

            Field Description
            Object Select the object of the record that triggers the flow. Valid objects include Prospect, Lead, and Contact, or objects related to the Prospect, Lead, or Contact object. Only objects that you have access to are available.
            Related Individual If the selected object isn't Prospect, Lead, or Contact, select the Prospect, Lead, or Contact object that's related to the triggering object.

            Specify When to Trigger

            Select when the flow is triggered based on changes to the record.

            Field Description
            When to Trigger

            Select one of these record changes:

            • Created
            • Updated
            • Created or Updated

            Set Entry Conditions

            Add one or more conditions by using fields from the triggering object. The flow runs only when these conditions are met.

            Field Description
            Condition Requirements

            Select the logic that evaluates conditions.

            • To run the flow when all of the specified criteria are met, select All Conditions Are Met (AND).
            • To run the flow when any of the specified criteria is met, select Any Condition Is Met (OR).
            • To run the flow when specified criteria is met, select Custom Condition Logic Is Met.
            • To run the flow when a formula evaluates to true, select Formula Evaluates to True.
            Field The field on the triggering object that's evaluated by this condition.
            Operator The method used to evaluate field values. For example, Equals or Does Not Equal. The available operators depend on the data type of the specified object field.
            Value The field value. Field and Value in the same row must have compatible data types.
             
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