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Intake flow does not map demographic fields or household member data to Person Accounts after intake approval

Дата публикации: Jul 15, 2026
Описание

After a successful intake submission and approval, a record-triggered flow creates Person Accounts for the primary applicant and household members. However, the following data is missing from the created records:

  • Primary applicant's Person Account is missing demographic fields: Date of Birth, Gender, Race, Veteran Status, and Disabled Status.
  • Household members' Person Accounts are missing the household mailing address and phone number.

This behavior occurs when:

  • Demographic data is collected in a Screen Flow's repeater section and stored on Intake Participant records — not on the Intake record itself.
  • The record-triggered flow maps demographic fields directly from $Record (the Intake object), which holds null values for the primary applicant's demographics.
  • The flow does not include logic to read Intake Participant records or copy household address/phone fields to participant Person Accounts.
Решение
  1. For demographic fields on the primary applicant's Person Account: Modify the record-triggered flow to include a Get Records element that queries the Intake Participant record for the primary applicant (identified by their role or a lookup relationship). Use the retrieved values to populate the demographic fields on the Person Account during creation.
  2. For household address and phone on household members' Person Accounts: Add flow logic to copy the household mailing address and phone number from the Household or primary Intake record to each household member's Person Account during creation. Use a loop element to iterate over all household member Intake Participant records.
  3. Review the Screen Flow (e.g., Intake Application Form) to confirm which fields are stored on the Intake record vs. on Intake Participant records, and ensure all field mappings in the record-triggered flow reference the correct source object.
Номер статьи базы знаний

005386852

 
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Salesforce Help | Article