Create a Salesforce flow for a holdout policy

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  • Published on Nov 26, 2025
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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 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.

  4. Above the toolbar, click New.

    Click New to create a new flow.

  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.

  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.

    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.

  8. Find and select Action.

    Use the search to find and select Action.

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

    Use the search to 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

    1. Type a unique name for your flow.

    API Name

    1. 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

    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 (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 True to retrieve accounts teams—ensure that the Territory Routing Setup is available to avoid errors.

      Note

      If inputVal5 is set to False, no request is sent to Fullcast, and the execution proceeds without interaction. Additionally, when the holdout policy’s account owner is changed, the system deletes the account team members and executes the holdout policy without fetching the assignments.

    3. Click outside the field.

  11. Click Show advanced options.

  12. Select Let the flow decide.

  13. Click Save. The flow should look like the following:Example of a Salesforce flow for a holdout policy.