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.

For more information on how to use this action, see Lead and Account Matching.

Configuration

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

Outputs

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	LeadToAccountMatch	The first result of matching Leads to Accounts. Can be used when working with a single Lead in place of results.
results	List<LeadToAccountMatch>	The results of matching Leads to Accounts