Assign Territory Value using a Flow

This Article covers two (2) Flow scenarios. You may want to implement and activate one or both of these Flows into your Org.

Flow #1: Updates the Territory value on the Account object based on the zip code from the incoming eLead record matching the Zip Code of a Territory record in improveit 360. 

Flow #2: Updates the Territory value on the Account object when a new Address record is created and the Territory for the Address does not match the Territory on the Account. 

Update Territory Value on Account based on Zip Code from eLead

Create a Record Triggered Flow

On the Start Node 

When an eLead is created or edited and the following conditions are met,

Account is not Null

Address is Null

Zip Code is not Null 

Use a Get Action to get the Territory records where the Zip code equals the Zip Code from the eLead record.

Store only the first record. 

Next use an Update Records action to set the Territory Value on the Account record 

You will need to reference the ID field and match to the Account ID on the eLead record which triggered the Flow. And set the condition to update only if the Territory is Null on the Account. 

Set the Territory using the Territory Name value from the Get action's record. 

Update Territory value on Account when new Address record is created

The Flow will look something like this when finished: 

There are two (2) conditions on the Start node

Object = Address

When... A record is created

Territory Is Null, False 

Account Is Null, False 

Run the Flow Every time a record is updated and meets the condition requirements

Flow action Runs Immediately

Next use an Update Records action to set the Territory Value on the Account record 

Create an Element to Update a related Record

Specify conditions to identify records, and set fields individually

Choose the Account object 

You will need to reference the ID field and match to the Account ID on the Address record which triggered the Flow. We will allow this Action even if there is a Territory value populated already on the Account. Any New Address records created will override the existing Territory value, but only if they are different. If the value on the New Address record is the same as the value already on the Account object, the Flow will disregard and keep the existing Territory value. 

Account ID Equals Address record > Account ID  (AND)

Account >Territory ID Does Not Equal Address record >Territory ID 

Scroll down on the same page to set the Territory Value on the Account using the Address record > Territory > Territory Name 

Save and Activate your new Flow