Use Cases
What if an inbound lead that comes in is tied to an account that is already in your database? Or what if the inbound lead's company was input in a slightly different way (ex: Concur vs Concur Inc.)? If any of these leads come in, you may want them to be ‘fast-tracked’, since the lead expressed interest and the account owner should reach out ASAP.
Also, in Salesforce, the account and lead object are not linked, making it difficult to identify on either the account or lead page if there is an associated account for this lead.
What Triggers the Flow?
LSID Changes = TRUE
LSID is NOT Null
Matched Account (new custom field created) is NULL
How It Works
Leadspace will look at the Enriched Company LSID on the lead record and try to find a matching account in your database. If a match is found, Leadspace will append the company name to a field called ‘Matched Account’ on the lead page.
Please note that you will need to create this field in Object Manager > Lead > Fields and Management if not already created. We reference this field later with API name Matched_Account__c.
- Go to Setup > Object Manager
- Lead Object > Fields & Relationships
- New Field > Name should be Matched Account > Field type 'Lookup'
- Save and add to your Lead object page layout(s)
At the same time, the leads will also be listed on the account page in the related list.
Prerequisites
- Salesforce.com System Admin access.
- Full integration of Leadspace SLM (Site Level Matching) fields.
- Recommended: Automation of account enrichment, or a quarterly or bi-annually refresh cadence for manual imports. This way data will be always up to date.
Benefits
There are many benefits to having the Lead to Account Flow.
- Identifies the associated accounts to accounts that are already in your database
- Inputs that are different from your database will be automatically linked. This provides data cleanliness for your database.
- Time savings for your account owners by providing them the opportunity to reach out to
- leads right away for accounts they are already working on.
Setup
- Navigate to Setup > Flows > New Flow.
- Choose Record Triggered Flow
- At the Configure Start screen, select Object = Lead
- Configure Trigger = A record is created or updated
- Set Entry Conditions > Condition Requirements = Custom Condition Logic is Met
- Condition Logic = 1 AND 2 AND (3 OR 4)
- We are now going to set conditions for 4 fields:
- Matched_Account__c EQUALS Empty String (Not Null)
- NF_CompanyLSID__c DOES NOT EQUAL Empty String (Not Null)
- NF_LSPersonVerificationStatus__c DOES NOT EQUAL Moved
- NF_LSPersonVerificationStatus__c DOES NOT EQUAL Empty String (Not Null)
- 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
- Click Done
- Click the + to add a node and choose Get Records
- Label = Find Account
- Enter the following information:
- Note in the Value section, choose {!$Record.NF_CompanyLSID__c}
- Sort Account Records: Sort Order = Descending by LastModifiedDate
- How many records to store? = Only the first record
- How to Store Record data? = Choose fields and assign variables (advanced)
- Select Variables to Store Account Fields
- Field 'Id' --> AccountId (SFDC ID)
- Click Done.
- Click the + to add a new node 'Decision'
- Label should be Matching Account Found. Set the rest of the form as follows
- Click Done.
- In the Decision branch for 'Account Found', click the + sign and choose 'Update Records':
- Label is Update Lead Record. Fill the form as the screenshots below indicate.
- Click Done
- Back at the Flow Builder Screen with your flow, click Save in the top right hand corner. Recommended name is Lead to Account Matching Flow
- Activate this flow
If you would like more information about setting up this flow, please reach out to support@leadspace.com and we will be happy set up a call and discuss your needs.
Linked Articles
https://support.leadspace.com/hc/en-us/articles/360000800425-Salesforce-Lead-to-Account-Reports