Create a Salesforce flow for a holdout policy

A Salesforce flow is used to call into the holdout policy at the appropriate time based on the criteria specified in the flow.

Before you begin

• Create a holdout policy.

Create a Salesforce flow

1. In Salesforce, click App Launcher.

2. In the search bar, type flows.

3. Click Flows.

   

4. Above the toolbar, click New.

   

5. In the New Automation window, find and select Record-Triggered Flow.

   

6. In the Configure Start window on the right, complete the following fields:

   Field	Description
   Objects	Select Account.
   Configure Trigger	Select A record is updated.
   Set Entry Conditions	From the Conditions Requirements dropdown select All Conditions Are Met (AND). In the Field field, find and select Owner ID. From the Operator dropdown, select Is Changed. In the Value field, find and select True. Tip To reduce transaction volume, add another condition, account has open opportunities. You will have to configure a custom rollup field in Salesforce for the condition to be available.
   When to Run the Flow for Updated Records	Select Every time a record is updated and meets the condition requirements.
   Optimize Flow	Select Actions and Related Records.

7. In the Flow Builder, click Add +.

   

8. Find and select Action.

   

9. In the Search Actions field, find and select Policy Handler.

   

10. In the Policy Handler window on the right, complete only the following fields (fields not listed, do not include):

    Field	Description
    Label	Type a unique name for your flow.
    API Name	Type unique name that is used to call the flow when it triggers. Note When you click on the field, it auto-populates a name based on the label, which you can change if needed. The API name cannot include any spaces or special characters.
    policyType	Copy and paste HoldoutPolicy (no spaces and case sensitive). Click outside the field.
    recordId	Toggle on. Copy and paste {!$Record.Id}. Click outside the field.
    inputVal1	Toggle on. Type or paste the tag you added when you created your holdout policy (step 6). Click outside the field.
    inputVal3	Toggle on. Copy and paste {!$Record__Prior.Owner.Id}. Click outside the field.
    inputVal5	Toggle on. Type ASync to retrieve accounts teams and handle split operations—ensure that the Territory Routing Setup is available to avoid errors. Click outside the field.

11. Click Show advanced options.

12. Select Let the flow decide.

13. Click Save.

14. In the Save Flow window, complete the following fields:

    Note

    You can copy what you typed in step 10 for the same fields.

    Field	Description
    Label	Type a unique name for your flow.
    API Name	Type unique name that is used to call the flow when it triggers. Note When you click on the field, it auto-populates a name based on the label, which you can change if needed. The API name cannot include any spaces or special characters.
    Description	Optional. Type a brief description of the flow.

15. Click Activate. The flow should look like the following: