--- schema_version: "1" id: 9f311551c6462e011569ae2f0a60f90b121d4e692d5fcd42c9416772d02f29f8 title: Setup for Earlier Versions collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ac_territories_earlier_versions.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ac_territories_earlier_versions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: cecbe81acd71e4989ebf61dd66b3a7da10069f8d3ea3b828ca15e0a01713ec91 description: Create the automated flows that copy address data from Contact and Affiliation records into Account records. products: - Education release: "264" --- # Setup for Earlier Versions Create the automated flows that copy address data from Contact and Affiliation records into Account records. If you installed Admissions Connect version 1.16 and earlier, you won’t get the following flows by default. - Sample: Copy Contact Address to Account - Sample: Copy Affiliation Address to Account You can install all unmanaged flows from the [Admissions Connect Flow Installer](https://install.salesforce.org/products/admissions-connect/latest/sample-flows). Or, you can create these flows on your own Here's how. ## Create the Sample: Copy Contact Address Flow 1. From Setup, search for and then select **Flow**. 2. Click **New Flow**, select **Record-Triggered Flow**, and then click **Next**. 3. Click **Auto-Layout** and then enter these values.
Field Value
Object Contact
Trigger the Flow When A record is created or updated
Conditions Requirements Any Condition Is Met (OR)

Condition 1:

  • Field

  • Operator

  • Value

Condition 1:

  • MailingStreet

  • Is Changed

  • True

Condition 2:

  • Field

  • Operator

  • Value

Condition 2:

  • MailingPostalCode

  • Is Changed

  • True

Condition 3:

  • Field

  • Operator

  • Value

Condition 3:

  • MailingState

  • Is Changed

  • True

Condition 4:

  • Field

  • Operator

  • Value

Condition 4:

  • MailingCountry

  • Is Changed

  • True

Condition 5:

  • Field

  • Operator

  • Value

Condition 5:

  • MailingCity

  • Is Changed

  • True

Condition 6:

  • Field

  • Operator

  • Value

Condition 6:

  • CreatedDate

  • Is Changed

  • True

Condition 7:

  • Field

  • Operator

  • Value

Condition 7:

  • hed__Mailing_County__c

  • Is Changed

  • True

When to Run the Flow for Updated Records Every time a record is updated and meets the conditions requirements
Optimize the Flow for Actions and Related Records
4. Click **Done**. 5. Add a **Get Records** element and then enter these values. | Field | Value | | --- | --- | | Label | EDA Settings | | API Name | Get\_EDA\_Settings | | Object | **Hierarchy Settings** | | Condition Requirements | **None—Get All Hierarchy Settings Records** | | Sort Order | **Not Sorted** | | How Many Records to Store | **Only the first record** | | How to Store Record Data | **Automatically store all fields** | 6. Click **Done**. 7. Add another **Get Records** element and then enter these values.
Field Value
Label Account Record Type
API Name Get_Account
Object Account
Condition Requirements All Conditions Are Met (AND)

Condition 1:

  • Field

  • Operator

  • Value

Condition 1:

  • Id

  • Equals

  • $Record > Account ID

Condition 2:

  • Field

  • Operator

  • Value

Condition 2:

  • RecordTypeId

  • Equals

  • Hierarchy Settings from Get_EDA_Settings > Administrative Account Record Type

Sort Order Not Sorted
How Many Records to Store Only the first record
How to Store Record Data Automatically store all fields
8. Click **Done**. 9. Add a **Decision** element and then enter these values.
Field Value
Label Verify Account Record Type
API Name Check_Account_Found
Label Match
Outcome API Name Account_Found
Condition Requirements to Execute Outcome All Conditions Are Met (AND)

  • Resource

  • Operator

  • Value

  • Account from Get_Account

  • Is Null

  • False

When to Execute Outcome If the condition requirements are met
10. Click **Default Outcome** and then enter a Label of No Match. 11. Click **Done**. 12. Add an **End** element after the No Match outcome. 13. Add an **Assignment** element after the Match outcome and then enter these values.
Field Value
Label Stage Account Billing Address
API Name Assign_Account_Billing_Address

Variable 1:

  • Variable

  • Operator

  • Value

Variable 1:

  • Account from Get_Account > Billing Street

  • Equals

  • $Record > Mailing Street

Variable 2:

  • Variable

  • Operator

  • Value

Variable 2:

  • Account from Get_Account > Billing County

  • Equals

  • $Record > Mailing County

Variable 3:

  • Variable

  • Operator

  • Value

Variable 3:

  • Account from Get_Account > Billing City

  • Equals

  • $Record > Mailing City

Variable 4:

  • Variable

  • Operator

  • Value

Variable 4:

  • Account from Get_Account > Billing ZIP/Postal Code

  • Equals

  • $Record > Mailing Zip/Postal Code

Variable 5:

  • Variable

  • Operator

  • Value

Variable 5:

  • Account from Get_Account > Billing State/Province

  • Equals

  • $Record > Mailing State/Province

Variable 6:

  • Variable

  • Operator

  • Value

Variable 6:

  • Account from Get_Account > Billing Country

  • Equals

  • $Record > Mailing Country

14. Click **Done**. 15. Add an **Update Records** element after the Assignment element and then enter these values. | Field | Value | | --- | --- | | Label | Copy Address to Account | | API Name | Update\_Account | | How to Find Records to Update and Set Their Values | **Use the IDs and all field values from a record or record collection** | | Record or Record Collection | **Account from Get\_Account** | 16. Click **Done**. 17. Save your flow. 1. Enter a Flow Label, for example, Sample: Copy Contact Address to Account. 2. Enter a Flow API Name, for example, Sample\_Copy\_Contact\_Address\_to\_Account. 3. Save your changes. 18. Click **Activate**. ## Create the Sample: Copy Affiliation Address to Account 1. From Setup, search for and then select **Flow**. 2. Click **New Flow**, select **Record-Triggered Flow**, and then click **Next**. 3. Click **Auto-Layout** and then enter these values.
Field Value
Object Contact
Trigger the Flow When A record is created or updated
Condition Requirements Any Condition Is Met (OR)

Condition 1:

  • Field

  • Operator

  • Value

Condition 1:

  • Primary_Educational_Institution__c

  • Is Changed

  • True

Condition 2:

  • Field

  • Operator

  • Value

Condition 2:

  • Primary_Educational_Institution__c

  • Is Null

  • False

When to Run the Flow for Updated Records Every time a record is updated and meets the condition requirements
Optimize the Flow for Actions and Related Records
4. Click **Done**. 5. Add a **Get Records** element and then enter these values. | Field | Value | | --- | --- | | Label | EDA Settings | | API Name | EDA\_Settings | | Object | **Hierarchy Settings** | | Condition Requirements | **None—Get All Hierarchy Settings Records** | | Sort Order | **Not Sorted** | | How Many Records to Store | **Only the first record** | | How to Store Record Data | **Automatically store all fields** | 6. Click **Done**. 7. Add another **Get Records** element and then enter these values.
Field Value
Label Account Record Type
API Name Account_Record_Type
Object Account
Condition Requirements All Conditions Are Met (AND)

Condition 1:

  • Field

  • Operator

  • Value

Condition 1:

  • Id

  • Equals

  • $Record > Account ID

Condition 2:

  • Field

  • Operator

  • Value

Condition 2:

  • RecordTypeId

  • Equals

  • Hierarchy Settings from EDA_Settings > Administrative Account Record Type

Sort Order Not Sorted
How Many Records to Store Only the first record
How to Store Record Data Automatically store all fields
8. Click **Done**. 9. Add a **Decision** element and then enter these values.
Field Value
Label Verify Account Record Type
API Name Verify_Account_Record_Type
Label Match
Outcome API Name Account_Found
Condition Requirements to Execute Outcome All Conditions Are Met (AND)

  • Resource

  • Operator

  • Value

  • Account from Account_Record_Type

  • Is Null

  • False

When to Execute Outcome If the condition requirements are met
10. Click **Default Outcome** and then enter a Label of No Match. 11. Click **Done**. 12. Add an **End** element after the No Match outcome. 13. Add an **Assignment** element after the Match outcome and then enter these values.
Field Value
Label Stage Account Billing Address
API Name Stage_Account_Billing_Address

Variable 1:

  • Variable

  • Operator

  • Value

Variable 1:

  • Account from Account_Record_Type > Billing Street

  • Equals

  • $Record > Primary Educational Institution > Billing Street

Variable 2:

  • Variable

  • Operator

  • Value

Variable 2:

  • Account from Account_Record_Type > Billing City

  • Equals

  • $Record > Primary Educational Institution > Billing City

Variable 3:

  • Variable

  • Operator

  • Value

Variable 3:

  • Account from Account_Record_Type > Billing Country

  • Equals

  • $Record > Primary Educational Institution > Billing Country

Variable 4:

  • Variable

  • Operator

  • Value

Variable 4:

  • Account from Account_Record_Type > Billing State/Province

  • Equals

  • $Record > Primary Educational Institution > Billing State/Province

Variable 5:

  • Variable

  • Operator

  • Value

Variable 5:

  • Account from Account_Record_Type > Billing Zip/Postal Code

  • Equals

  • $Record > Primary Educational Institution > Billing Zip/Postal Code

Variable 6:

  • Variable

  • Operator

  • Value

Variable 6:

  • Account from Account_Record_Type > Billing County

  • Equals

  • $Record > Primary Educational Institution > Billing County

14. Click **Done**. 15. Add an **Update Records** element after the Assignment element and then enter these values. | Field | Value | | --- | --- | | Label | Copy Address to Account | | API Name | Update\_Account | | How to Find Records to Update and Set Their Values | **Use the IDs and all field values from a record or record collection** | | Record or Record Collection | **Account from Account\_Record\_Type** | 16. Click **Done**. 17. Save your flow. 1. Enter a Flow Label, for example, Sample: Copy Affiliation Address to Account. 2. Enter a Flow API Name, for example, Sample\_Copy\_Primary\_Education\_Institution\_Affiliation\_Address\_to\_Account. 3. Save your changes. 18. Click **Activate**.