When Lead is created, check if there is an existing Account (recent Account) that matches the Lead's Company field and populate a field using Flow #inSalesforce

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When Lead is created, check if there is an existing Account (recent Account) that matches the Lead's Company field using Flow #inSalesforce


Create a lookup field on the Lead - Possible Matching Account


Create a record-triggered flow, on Lead Create,

Fast Field Updates


GET:

getLeadAccount

Criteria:

Name equals Record.Company, only first record, Desc Id


UPDATE:

Update Lead

Possible Matching Account equals getLeadAccount.Id







                                 Visual: https://www.youtube.com/watch?v=IHnkaIVrtPo



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