Ongoing maintenance for Salesforce Help

Automate Your Business Processes

Table of Contents

No results

Here are some search tips

Check the spelling of your keywords.
Use more general search terms.
Select fewer filters to broaden your search.

Search all of Salesforce Help

Automate Your Business Processes
- Automate Your Business Processes with Salesforce Flow
- Optimize and Automate Business Processes with Agentforce Supply Chain

Determine CRM Record for Individual Marketing Flow Element

You are here:

Determine CRM Record for Individual Marketing Flow Element

Use the Determine CRM Record for Individual action element to find out if a person has a contact, lead, or prospect record. You can set up different paths for each situation and customize how you want to approach an individual depending on your existing records. For example, send specific emails based on whether the person is a lead or prospect, or update their contact record with new information.

Required Editions

Available in: Lightning Experience

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.

Usage

In a segment-triggered flow, add the Determine CRM Record for Individual action to the flow canvas. You can configure the action to include paths for whether a contact, lead, or prospect record is found. You can also configure a path if none of those records are found.

Note The Determine CRM Record for Individual action is available only for segment-triggered flows. Wait elements and actions like Send Email and Send SMS are unsupported on paths directly leading out from the action. You can add waits and actions after all of the paths meet.

Did this article solve your issue?

Let us know so we can improve!