Create the input_record

If you build a flow to route work based on field values in a Salesforce record, use a record variable to store the record.

  1. In the Flow Builder Toolbox, click Manager and then click New Resource.
  2. For Resource Type, select Variable.
  3. For API Name, enter input_record.
  4. For Data Type, select Record.
  5. For Object, select the Salesforce object.
    For example, to route chats based on the field values in the Chat Transcript record, select Chat Transcript. For calls, select Voice Call.
  6. Under Availability Outside the Flow, select Available for input.
  7. Click Done.
    New variable named input_record