How to update leads in Salesforce when an invitee books with you

 

  1. From your setup page, locate the Quick Find / Search box in the top left-hand corner, then type flows.
  2. Under Build>Workflows & Approvals, select Flows. See the page refresh.
  3. At Flows, select Open for either the CreateEvent or CancelEvent flow.
    Note: Your organization's visual builder may be viewed in the Classic or Lightning experience. Functionality remains the same.saleforce_flow_navigation_v2.gif
  4. From the Toolbox on the left-hand side, drag an Update Record element to the flow.
  5. At Edit Update Records, update the title to Update Lead
  6. At How to find Records to Update and Set Their Values, select Specify conditions to identify records, and set fields individually.
  7. Under Update Records of This Object Type and at Object, choose Lead.
  8. Under Filter Lead Records:
    - At Condition Requirements, choose Conditions are Met.
    - At Field, choose Id
    - At Operator, choose Equals
    - At Value, choose {!WhoRecordId}, then select Done.mceclip0.png
  9. Delete the connection between the Decision, Lead Matched? and Decision, Is it Converted? elements.
    mceclip1.png
  10. Connect the Decision, Lead Matched? element to the Update Record, Update Lead element, then connect the Update Record, Update Lead element to the Decision, Is it Converted? element.
    mceclip2.png
  11. Select Save As, then select A New Version, then Save
  12. To activate the flow, select Activate.

 

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