How to relate cases to a newly converted Account/Contact?

Following my previous post. Now that we linked leads to cases we want to make sure we related those cases to the new account/contact upon Lead conversion.

Create a RECORD TRIGGERED FLOW

• A record is created or updated

• After the record is saved

Object: Lead

Condition Requirements: IsConverted = True

Only when a record is updated to meet the condition requirements

GET RECORD - CASES: Let's find all open cases that are linked to a Lead

Obejct: Case

Condition Requirements (AND):

Lead__c = $Record > Lead ID

Status <> Closed

All records

Choose fields and let Salesforce do the rest (ID)

LOOP: We are going to loop thru the GET RECORD - CASES

ASSIGNMENT 1: Here we will assign the single variables

Create a new Resource, Type: Record

VAR_CASE

Available for input and output

Assign the variables:

VAR_CASE > Case ID = Current Item from Loop LOOP > Case ID

VAR_CASE > Contact ID = $Record > Converted Contact ID

VAR_CASE > Account ID = $Record > Converted Account ID

ASSIGNMENT 2: Add your single variables to a collection

Create a new Resource, Type: Record

COL_CASE

Allow multiple values (collection) = True

COL_CASE Add VAR_CASE

UPDATE RECORD - CASES: Let's update all cases from the collection

Use the IDs and all field values from a record or record collection

Record or Record Collection = COL_CASE

Connect and Activate your flow!