---
schema_version: "1"
id: 7623f624e27745c6f72fc32797d78aa0461be15a4f125ad1b4a8fcc3430b295d
title: Create a Flow to Link Individuals to Messaging Sessions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/messaging_object_linking_flow_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.messaging_object_linking_flow_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5fc619fca261b91a6a450c91dafa3403f0e377a3e770b321ef90fc302f12ae5e
description: Learn more about the person you’re messaging with. Use a flow template to auto-link contacts, leads, employees, or person accounts to your messaging session.
products:
  - Service Cloud
release: "264"
---
# Create a Flow to Link Individuals to Messaging Sessions

Learn more about the person you’re messaging with. Use a flow template to auto-link contacts, leads, employees, or person accounts to your messaging session.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d161146e55">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d161146e55 ">To run flows</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d161146e55 ">
              <p>Run Flows</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Flow</p>
            </td>

          </tr>
        </tbody>
      </table>

Set your flow to auto-launch or let support reps run it from the Actions & Recommendations component.

1. If you don’t use Channel-Object Linking, skip to step 3. If you do use it, turn it off before adding Individual-Object Linking. From Setup, in the Quick Find box, enter Channel-Object Linking, and then select **Channel-Object Linking**.
2. Turn off **Channel-Object Linking**.
3. From Setup, in the Quick Find box, enter Flows, and then select **Flows** under Process Automation.
4. Click **New Flow**.
5. Click **All + Templates**.
6. Click **Individual-Object Linking Flow**.
7. Select the **Find Contact Associated with Messaging Session** flow template.
    
    ![Select the Find Contact Associated with Messaging Session flow template.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/object_linking/individual_object_linking_flows.png)
8. Click **Create**.
9. To search for a lead, employee, or person account instead of contacts, click the **Find Matching Contacts Flow** flow action, and then select **Edit Action**. Make a selection in the Search Object dropdown menu.
10. To narrow your search to a specific field on the individual record, make your selection from the Search Fields dropdown menu.
11. To search for a specific term or variable, replace what’s in the Search Term field.
12. Click **Done**.
13. Click **Save**.
14. Test and update the flow, and then activate it.

When a support rep runs the flow, it displays contacts with the same email address as the case’s Web Email field. To link a contact to the case, the support rep selects a matching contact.

#### See Also

- [_Trailhead_: Build Flows with Flow Builder](https://trailhead.salesforce.com/content/learn/trails/build-flows-with-flow-builder)
- [_Salesforce Help_: Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&type=5&language=en_US)
- [_Salesforce Help_: Flow Builder for Service and the Actions and Recommendations Component](https://help.salesforce.com/s/articleView?id=service.console_lex_guided_action_list_component.htm&type=5&language=en_US)