Match Lead to Account
Match Lead records to Account records based on configurable criteria
Takes a list of Leads from earlier in the Flow, finds matching Accounts and provides a list of LeadToAccountMatch results for use later in the Flow. The matches can be used for assignment or lead conversion.
Flow Element
Apex Properties
Please note that you will not directly interact with these input fields as you do with some Flow Actions. Instead the Gradient Works custom editor takes care of the heavy lifting.
Name | Required | Type | Description |
|---|---|---|---|
accountDomainField | No | String | Deprecated |
accountNameField | No | String | Deprecated |
filterData | No | String | Include matches that meet all the specified filters |
lead | No | Lead | The Lead to match to Accounts. Must fill out lead or leads. |
leadCompanyNameField | No | String | Deprecated |
leadDomainField | No | String | Deprecated |
leads | No | List<Lead> | The list of Leads to match to Accounts. Must fill out lead or leads. |
matchCriteriaData | No | String | Criteria for finding potential matching Accounts |
rankerData | No | String | If there are multiple matches, rank them according to the specified criteria |
For easy access later in the flow, we recommend you select "Manually assign variables" in the Flow editor and store the
results value in a variable.Name | Type | Description |
|---|---|---|
count | Integer | The number of results |
result | The first result of matching Leads to Accounts. Can be used when working with a single Lead in place of results. | |
results | The results of matching Leads to Accounts |
Last modified 3mo ago