22h • 🗣️GENERAL DISCUSSION
Salesforce Flow Automation: Smart Contact Create or Update (Study, share, Grow)
Today I built a Screen Flow in Salesforce to automatically update an existing Contact or create a new one based on email matching.
Flow logic:
• User enters Contact details (Name, Email, Phone)
• Flow checks if a Contact with the same Email exists
• If found → the record is updated
• If not found → a new Contact is created
This approach helps:
• Prevent duplicate records
• Maintain clean CRM data• Improve user efficiency with automation
I also experimented with mass updating Contact records during testing. I made a small mistake there, but it was a great learning moment — I’ll share the fix and lessons learned in my next post.
Sharing this as part of Study, Share, Grow 📚 because progress isn’t about perfection
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Salesforce Flow Automation: Smart Contact Create or Update (Study, share, Grow)
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