Create Flow Element to Get Document ID from Contact ID

Create a second element to retrieve the Document ID from the user’s Contact ID, allowing the agent to surface relevant information.

  1. In the Flow Builder, under Get Contact ID from Email Address, click the + button, and search for the Get Records element.

  2. The Get Records modal opens. Enter as Label: Get Document ID from Contact ID.

  3. Under Get Records for This Object:

    • Select Salesforce Object as Data Source.
    • For Object field, search and enter Content Document Link.

  4. Under Filter Content Document Link Records:

  5. Under Sort Content Document Link Records:

    • Sort Order: Descending
    • Sort By: SystemModstamp

  6. Under How to Store Record Data:

    • Select Choose fields and assign variables (advanced).
    • Under Where to Store Field Values, select In separate variables.

  7. Under Select Variables to Store Content Document Link Fields:

    • Field: Enter ContentDocumentId
    • Variable: Select New Resource and enter the details.
      • Resource Type: Variable
      • API Name: content_document_ID
      • Data Type: Text
      • Under Availability Outside the Flow, check the checkboxes next to Available for input and Available for output.
      • Click Done.
  1. Click Save on the top right and enter values in the flow saving modal fields.
  2. For Flow Label, enter Document ID from Contact ID.
  3. Click Show Advanced to open advanced settings.
  4. Under How to Run the Flow, select System Context Without Sharing–Access All Data.
  5. Click Save.

  1. On the Get Contact ID from Contact ID tile, click the 3-dot menu and select Add Fault Path.

  2. After the Fault path, add an Assignment element.

  3. Enter as Label: error_message (Text).

  4. Under Set Variable Values:

    • Variable: Select New Resource

      • Resource Type: Variable
      • API Name: error_message
      • Data Type: Text
      • Click Done.

    • Operator: Equals

    • Value: Select Global Variables > Running Flow Interview > FaultMessage ($Flow.FaultMessage).

  1. Click Save.
  2. Click Activate.

Element 2

Finalize Flow Retrieving File ID from Email Address