Configuring Flow Builder for every policy is mandatory. Follow the steps below to configure the Flow Builder for the Account Dedupe policy.
Log into the Salesforce environment and select Setup -->Flow Builder.
Start creating the policy flow builder by selecting the new button.
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.
Add a description message, if needed.
Select an action from the drop-down menu. This will decide when to run the process.
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.
Now select the add criteria option in the decision box of the process builder.
Give a criteria name and select a criteria to execute the action.
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.
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.
Set Apex Variables as follows for
Account Object
Figure 1. Account Object
Lead Object
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 in your fullcast environment.