Data Policy - Configuring Flow in Salesforce for Account Dedupe Policy

Configuring a flow for every policy is mandatory. Follow the steps below to configure the flow for the Account Dedupe policy.

1. Log into the Salesforce environment and select Setup > Flow Builder.

2. Start creating the flow for the policy by clicking New.

3. Give a process name in the window that pops up. An API name that is unique for each policy is generated automatically after the process name is entered.

4. Add a description message, if needed.

5. Select an action from the drop-down menu. This will decide when to run the process.

6. In the UI that appears select Account. Specify when to start the process and click Save.

7. Click add criteria in the decision box of the flow builder.

8. Give a criteria name and select a criteria to execute the action.

9. Set conditions, when to take immediate actions. These conditions depend on dedupe criteria that have been configured in the new policy that was created in Fullcast policies.

10. Add an action to be executed. The Action type field should be selected as Apex. Enter an Action Name. Select Policy Handler for Apex Class.

11. Set Apex Variables as follows for Account Object as below

    Field	Type	Value
    policyType	String	DedupePolicy
    recordId	Field Reference	[Account].Id
    inputVal1	Field Reference	[Account].fcio1_Territory__c
    inputVal5	String	Async

Additional Resources

Now that you’ve completed this process, proceed to configure Account Dedupe policy in your Fullcast environment.