---
title: "Create a Salesforce flow for a holdout policy"
slug: "create-a-salesforce-flow-for-a-holdout-policy"
description: "Create a Salesforce flow for a holdout policy."
updated: 2025-12-03T17:18:26Z
published: 2025-12-03T17:18:26Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/configuring-holdout-policy).

## Create a Salesforce flow

1. In Salesforce, click **App Launcher.**
2. In the search bar, type `flows`.
3. Click **Flows**.

![Steps highlighted to click the App Launcher, type flows, and then click Flows.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(482).png)
4. Above the toolbar, click **New**.

![Click New to create a new flow.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(483).png)
5. In the **New Automation** window, find and select **Record-Triggered Flow**.

![Use the search bar to find Record-Triggered Flow in the automation options.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(484).png)
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** | 1. From the **Conditions Requirements**dropdown select **All Conditions Are Met (AND).** 2. In the **Field**field, find and select **Owner ID**. 3. From the**Operator**dropdown, select **Is Changed**. 4. In the **Value field**, find and select **True**. > [!WARNING] > 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 +**.

![Click add in the flow builder to add an action.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(485).png)
8. Find and select **Action**.

![Use the search to find and select Action.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(486).png)
9. In the **Search Actions** field, find and select **Policy Handler**.

![Use the search to find and select Policy Handler.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(487).png)
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] > 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** | 1. Copy and paste `HoldoutPolicy` (no spaces and case sensitive). 2. Click outside the field. |
| **recordId** | 1. Toggle on. 2. Copy and paste `{!$Record.Id}`. 3. Click outside the field. |
| **inputVal1** | 1. Toggle on. 2. Type or paste the tag you added when you [created your holdout policy](/v1/docs/configuring-holdout-policy) (step 6). 3. Click outside the field. |
| **inputVal3** | 1. Toggle on. 2. Copy and paste `{!$Record__Prior.Owner.Id}`. 3. Click outside the field. |
| **inputVal5** | 1. Toggle on. 2. Type `ASync` to retrieve accounts teams and handle split operations—ensure that the Territory Routing Setup is available to avoid errors. 3. 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]
> 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] > 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:![Example of a Salesforce flow for a holdout policy.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(488).png)