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Admissions Connect Documentation
Setup for Earlier Versions

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Setup for Earlier Versions

Create the automated flows that copy address data from Contact and Affiliation records into Account records.

If you installed Admissions Connect version 1.16 and earlier, you won’t get the following flows by default.

  • Sample: Copy Contact Address to Account

  • Sample: Copy Affiliation Address to Account

You can install all unmanaged flows from the Admissions Connect Flow Installer. Or, you can create these flows on your own Here's how.

Create the Sample: Copy Contact Address Flow

  1. From Setup, search for and then select Flow.

  2. Click New Flow, select Record-Triggered Flow, and then click Next.

  3. Click Auto-Layout and then enter these values.

    Field Value
    Object Contact
    Trigger the Flow When A record is created or updated
    Conditions Requirements Any Condition Is Met (OR)

    Condition 1:

    • Field

    • Operator

    • Value

    Condition 1:

    • MailingStreet

    • Is Changed

    • True

    Condition 2:

    • Field

    • Operator

    • Value

    Condition 2:

    • MailingPostalCode

    • Is Changed

    • True

    Condition 3:

    • Field

    • Operator

    • Value

    Condition 3:

    • MailingState

    • Is Changed

    • True

    Condition 4:

    • Field

    • Operator

    • Value

    Condition 4:

    • MailingCountry

    • Is Changed

    • True

    Condition 5:

    • Field

    • Operator

    • Value

    Condition 5:

    • MailingCity

    • Is Changed

    • True

    Condition 6:

    • Field

    • Operator

    • Value

    Condition 6:

    • CreatedDate

    • Is Changed

    • True

    Condition 7:

    • Field

    • Operator

    • Value

    Condition 7:

    • hed__Mailing_County__c

    • Is Changed

    • True

    When to Run the Flow for Updated Records Every time a record is updated and meets the conditions requirements
    Optimize the Flow for Actions and Related Records

  4. Click Done.

  5. Add a Get Records element and then enter these values.

    Field Value
    Label EDA Settings
    API Name Get_EDA_Settings
    Object Hierarchy Settings
    Condition Requirements None—Get All Hierarchy Settings Records
    Sort Order Not Sorted
    How Many Records to Store Only the first record
    How to Store Record Data Automatically store all fields

  6. Click Done.

  7. Add another Get Records element and then enter these values.

    Field Value
    Label Account Record Type
    API Name Get_Account
    Object Account
    Condition Requirements All Conditions Are Met (AND)

    Condition 1:

    • Field

    • Operator

    • Value

    Condition 1:

    • Id

    • Equals

    • $Record > Account ID

    Condition 2:

    • Field

    • Operator

    • Value

    Condition 2:

    • RecordTypeId

    • Equals

    • Hierarchy Settings from Get_EDA_Settings > Administrative Account Record Type

    Sort Order Not Sorted
    How Many Records to Store Only the first record
    How to Store Record Data Automatically store all fields

  8. Click Done.

  9. Add a Decision element and then enter these values.

    Field Value
    Label Verify Account Record Type
    API Name Check_Account_Found
    Label Match
    Outcome API Name Account_Found
    Condition Requirements to Execute Outcome All Conditions Are Met (AND)

    • Resource

    • Operator

    • Value

    • Account from Get_Account

    • Is Null

    • False

    When to Execute Outcome If the condition requirements are met

  10. Click Default Outcome and then enter a Label of No Match.

  11. Click Done.

  12. Add an End element after the No Match outcome.

  13. Add an Assignment element after the Match outcome and then enter these values.

    Field Value
    Label Stage Account Billing Address
    API Name Assign_Account_Billing_Address

    Variable 1:

    • Variable

    • Operator

    • Value

    Variable 1:

    • Account from Get_Account > Billing Street

    • Equals

    • $Record > Mailing Street

    Variable 2:

    • Variable

    • Operator

    • Value

    Variable 2:

    • Account from Get_Account > Billing County

    • Equals

    • $Record > Mailing County

    Variable 3:

    • Variable

    • Operator

    • Value

    Variable 3:

    • Account from Get_Account > Billing City

    • Equals

    • $Record > Mailing City

    Variable 4:

    • Variable

    • Operator

    • Value

    Variable 4:

    • Account from Get_Account > Billing ZIP/Postal Code

    • Equals

    • $Record > Mailing Zip/Postal Code

    Variable 5:

    • Variable

    • Operator

    • Value

    Variable 5:

    • Account from Get_Account > Billing State/Province

    • Equals

    • $Record > Mailing State/Province

    Variable 6:

    • Variable

    • Operator

    • Value

    Variable 6:

    • Account from Get_Account > Billing Country

    • Equals

    • $Record > Mailing Country

  14. Click Done.

  15. Add an Update Records element after the Assignment element and then enter these values.

    Field Value
    Label Copy Address to Account
    API Name Update_Account
    How to Find Records to Update and Set Their Values Use the IDs and all field values from a record or record collection
    Record or Record Collection Account from Get_Account

  16. Click Done.

  17. Save your flow.

    1. Enter a Flow Label, for example, Sample: Copy Contact Address to Account.

    2. Enter a Flow API Name, for example, Sample_Copy_Contact_Address_to_Account.

    3. Save your changes.

  18. Click Activate.

Create the Sample: Copy Affiliation Address to Account

  1. From Setup, search for and then select Flow.

  2. Click New Flow, select Record-Triggered Flow, and then click Next.

  3. Click Auto-Layout and then enter these values.

    Field Value
    Object Contact
    Trigger the Flow When A record is created or updated
    Condition Requirements Any Condition Is Met (OR)

    Condition 1:

    • Field

    • Operator

    • Value

    Condition 1:

    • Primary_Educational_Institution__c

    • Is Changed

    • True

    Condition 2:

    • Field

    • Operator

    • Value

    Condition 2:

    • Primary_Educational_Institution__c

    • Is Null

    • False

    When to Run the Flow for Updated Records Every time a record is updated and meets the condition requirements
    Optimize the Flow for Actions and Related Records

  4. Click Done.

  5. Add a Get Records element and then enter these values.

    Field Value
    Label EDA Settings
    API Name EDA_Settings
    Object Hierarchy Settings
    Condition Requirements None—Get All Hierarchy Settings Records
    Sort Order Not Sorted
    How Many Records to Store Only the first record
    How to Store Record Data Automatically store all fields

  6. Click Done.

  7. Add another Get Records element and then enter these values.

    Field Value
    Label Account Record Type
    API Name Account_Record_Type
    Object Account
    Condition Requirements All Conditions Are Met (AND)

    Condition 1:

    • Field

    • Operator

    • Value

    Condition 1:

    • Id

    • Equals

    • $Record > Account ID

    Condition 2:

    • Field

    • Operator

    • Value

    Condition 2:

    • RecordTypeId

    • Equals

    • Hierarchy Settings from EDA_Settings > Administrative Account Record Type

    Sort Order Not Sorted
    How Many Records to Store Only the first record
    How to Store Record Data Automatically store all fields

  8. Click Done.

  9. Add a Decision element and then enter these values.

    Field Value
    Label Verify Account Record Type
    API Name Verify_Account_Record_Type
    Label Match
    Outcome API Name Account_Found
    Condition Requirements to Execute Outcome All Conditions Are Met (AND)

    • Resource

    • Operator

    • Value

    • Account from Account_Record_Type

    • Is Null

    • False

    When to Execute Outcome If the condition requirements are met

  10. Click Default Outcome and then enter a Label of No Match.

  11. Click Done.

  12. Add an End element after the No Match outcome.

  13. Add an Assignment element after the Match outcome and then enter these values.

    Field Value
    Label Stage Account Billing Address
    API Name Stage_Account_Billing_Address

    Variable 1:

    • Variable

    • Operator

    • Value

    Variable 1:

    • Account from Account_Record_Type > Billing Street

    • Equals

    • $Record > Primary Educational Institution > Billing Street

    Variable 2:

    • Variable

    • Operator

    • Value

    Variable 2:

    • Account from Account_Record_Type > Billing City

    • Equals

    • $Record > Primary Educational Institution > Billing City

    Variable 3:

    • Variable

    • Operator

    • Value

    Variable 3:

    • Account from Account_Record_Type > Billing Country

    • Equals

    • $Record > Primary Educational Institution > Billing Country

    Variable 4:

    • Variable

    • Operator

    • Value

    Variable 4:

    • Account from Account_Record_Type > Billing State/Province

    • Equals

    • $Record > Primary Educational Institution > Billing State/Province

    Variable 5:

    • Variable

    • Operator

    • Value

    Variable 5:

    • Account from Account_Record_Type > Billing Zip/Postal Code

    • Equals

    • $Record > Primary Educational Institution > Billing Zip/Postal Code

    Variable 6:

    • Variable

    • Operator

    • Value

    Variable 6:

    • Account from Account_Record_Type > Billing County

    • Equals

    • $Record > Primary Educational Institution > Billing County

  14. Click Done.

  15. Add an Update Records element after the Assignment element and then enter these values.

    Field Value
    Label Copy Address to Account
    API Name Update_Account
    How to Find Records to Update and Set Their Values Use the IDs and all field values from a record or record collection
    Record or Record Collection Account from Account_Record_Type

  16. Click Done.

  17. Save your flow.

    1. Enter a Flow Label, for example, Sample: Copy Affiliation Address to Account.

    2. Enter a Flow API Name, for example, Sample_Copy_Primary_Education_Institution_Affiliation_Address_to_Account.

    3. Save your changes.

  18. Click Activate.

 
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