Flow Actions

The Flow Action feature is available in the Premium Edition. Due to Salesforce Governor Limits this Flow Action can only be used for processing single records.

Find duplicate records in Salesforce Flow using field values, configure scenarios and inputs, search across objects, and use returned duplicate details in subsequent flow actions.

Show potential duplicate records in a Salesforce screen flow by generating a Search Result and configuring the Show Duplicates action to display results for review.

Collect duplicate record IDs from Salesforce Flow search results, filter them by object prefix or threshold, and reuse the collection in subsequent flow actions.

Configure a Quick Merge Flow Action to merge duplicate records using Record IDs or search results, apply matching thresholds, connect the flow, and use the merge outcome.

Quick Convert flow actions show how to convert Leads using a record ID or duplicate search result, reuse matching Accounts or Contacts, configure options, and use returned IDs.

Learn to configure merge rules and add Flow actions to identify a potential master record from duplicate search results without merging records, then use the returned master record ID.

Deduplicate Flow Actions are available in the Premium Edition. The "Deduplicate - Find Master Record By IDs" flow action lets you determine what would be the master record out of a collection of

Learn how to use a Flow action to store duplicates found by ID in a Deduplicate Job, configure the flow, run it, and use the resulting job ID.

Configure Direct Processing and use the Direct Process flow action to process records, provide record IDs, choose synchronous or asynchronous processing, and handle the action result.