---
title: "Data Policy - Configuring Flow in Salesforce for Industry Taxonomy"
slug: "data-policy-configuring-flow-in-salesforce-for-industry-taxonomy"
description: "Learn how to configure Flow Builder in Salesforce to automate Fullcast policies such as the Account Dedupe policy. This article provides directions for setting up Flow Builder and integrating it with Fullcast for efficient data management. "
updated: 2025-09-03T14:27:31Z
published: 2025-09-03T14:27:31Z
canonical: "support.fullcast.com/data-policy-configuring-flow-in-salesforce-for-industry-taxonomy"
---

> ## 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 Industry Taxonomy

Configuring Flow Builder for every policy is mandatory. Follow the steps below to configure the Flow Builder for the Account Dedupe policy.

1. Log into the Salesforce environment and select **Setup -->Flow Builder.**
2. Start creating the policy flow builder by selecting the **new******button.
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. Now in the UI that appears select the object for which the policy was created in Motion App. Also, specify when to start the process and Save.
7. Now select the add criteria option in the decision box of the flow.
8. Give a criteria name and select a criteria to execute the action.
9. Set conditions for when to take immediate action. These conditions depend on industry taxonomy criteria that have been configured in the new policy created in Motion App.
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

1. Account Object

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-0iovst63fn.png)

*Figure 1. Account Object*
2. Lead Object

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-w73sdnapyo.png)

*Figure 2. Lead Object*

### Additional Resources

Now that you’ve completed configuring a flow in Salesforce for Industry Taxonomy, you can [configure Industry Taxonomy Policy](/v1/docs/data-policy-configuring-industry-taxonomy-policy-in-fullcast) in your fullcast environment.