Contact Creation Superflow

See How Contact Creation Superflow Works

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Data quality is an ever present issue when setting up a Contact and the contact's relationships to other Accounts and Opportunities. This Flow uses brand new features in Winter '23 like Data Table and multi-select Lookup to create a seamless contact creation experience. First you'll have your users create the contact using the minimum-amount of fields required. Then, using the 'Relate Contacts to Multiple Accounts' feature, you'll be able to relate that Contact to as many Accounts as you need and assign them a role. Once that's done, the Flow will look for any 'Open' opportunities for those selected accounts, and display them in a Data Table on the screen. The user can select any number of Opportunity records and an Opportunity Role. From the opportunities selected, the Flow will create Contact-Opportunity role records.