---
title: "Data Policy - Configuring Flow in Salesforce for Account Dedupe Policy"
slug: "data-policy-configuring-flow-in-salesforce-for-account-dedupe-policy"
description: "Configure a salesforce flow to trigger the Fullcast account dedupe policy. "
updated: 2025-09-03T14:26:56Z
published: 2025-09-03T14:26:56Z
---

> ## 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.

# 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 |

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-dxrd5sfp3d.png)

*Figure 1. Salesforce Flow Builder*

#### Additional Resources

Now that you’ve completed this process, proceed to [configure Account Dedupe policy](/v1/docs/data-policy-configuring-account-dedupe-policy-in-fullcast) in your Fullcast environment.