How to update the Salesforce lead owner to match the event owner

Locate your flow

1. In Salesforce Setup, search for Flows. Select Flows.
   • If you haven't customized the CreateEventTemplate before, you'll need to create a new flow based on the template. To do so, you can open the CreateEventTemplate, customize it directly, then Save as. Saving it will create a new flow. You can call the new flow something like "CreateEvent."
   • If you've already customized the flows, then open your customized flow.

Add a Decision element

1. From the Toolbox on the left-hand side, drag a Decision element to the far right of the flow, next to the Create Records: Create Event element.
2. At New Decision, set Label to Lead Match to update.
3. Under Outcome details, set the Label to Lead Match to Update Record Owner.
4. Under Condition Requirements to Execute Outcome, select All Conditions Are Met. You'll set up 3 conditions.
   1. For the first condition:
      • At Resource, select WhoRecordId.
      • At Operator, select Does Not Equal.
      • At Value, select $GlobalConstant.EmptyString.
   2. Select, + Add Condition. For the second condition:
      • At Resource, select LeadConvertedAt.
      • At Operator, select Is Null.
      • At Value select $GlobalConstant.True.
   3. Select, + Add Condition. For the third condition:
      • At Resource, enter WhoRecordId.
      • At Operator, select Is Null.
      • At Value, select $GlobalConstant.False.
5. Select Done.

Add an Update Records element

1. From the Toolbox on the left-hand side, drag an Update Records element to the far right of the flow next to the Decision, Lead Match to Update element.
2. At New Update Records, set Label to Update Lead Owner.
3. Under How to Find Records to Update and Set Their Values, select Specify conditions to identify records, and set fields individually.
4. Under Update Records of This Object Type, at Object, select Lead.
5. At Filter Lead Records, at Condition Requirements to Update Records, select All Conditions are Met. You'll set up a condition:
   • At Field, select Id.
   • At Operator, select Equals.
   • At Value, select WhoRecordId.
6. At Set Field Values for the Lead Records, you'll set up a field.
   • At Field, select OwnerId.
   • At Value, select OwnerId.
     
7. Select Done.

Connect the elements

1. Connect the Create Records: Create Event element to the Decision: Lead Match to update element.
2. Connect the Decision: Lead Match to update element to the Update Records: Update Lead Owner element.
3. For the Select Outcome for Decision Controller popup, leave the Outcome as Lead Match to Update Record Owner, and select Done.
   

Save and activate the flow

1. Select Save As, then A New Version, then Save.
2. To activate your flow, select Activate.
   Note: you will also need to deactivate the CreateEventTemplate, so you don’t have duplicate events in Salesforce.

1. From your Setup page, locate the Quick Find / Search box, then type flows.
2. Select Flows.
3. At Flows, open the CreateEvent flow.
   • Note: Your organization's visual builder may be viewed in the Classic or Lightning experience. Functionality remains the same.
4. From the Toolbox on the left-hand side, drag a Decision element to the far right of the flow next to the Create Records, Create Event element.
5. At Edit Decision, set:
   • Label to Lead Match to update
   • When to Execute Outcome to All Conditions Are Met
6. At Resource, enter {!WhoRecordId}. Then at Operator, select Does Not Equal. Set the Value to {!GlobalConstant.EmptyString}. Then, + Add Condition.
7. At the next Resource, enter {!LeadConvertedAt}. Then at Operator, select Is Null. Set the Value to {!GlobalConstant.True}. Then, + Add Condition.
8. At the last Resource, enter {!WhoRecordId}. Then at Operator, select Is Null. Set the Value to {!GlobalConstant.False}. Then select Done.

   

9. From the Toolbox on the left-hand side, drag an Update Records element to the far right of the flow next to the Decision, Lead Match to Update element.
10. At Edit Update Records, set Object to Lead.
11. At Filter Lead Records, set:
    • Condition Requirements to Conditions are Met
    • Field to Id
    • Operator to Equals
    • Value to {!WhoRecordId}
12. At Set Field Values for the Lead Records, set:
    • Field to OwnerId
    • Value to {!OwnerId}. Then select Done.

    

13. Connect the elements.

    

14. To save the flow, select Save, then select Save As to save the modified version of the flow. To activate the flow, select Activate.