Links

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
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