Finalize Flow Retrieving File ID from Email Address

Make sure your flow works as expected, and debug if necessary. Learn more about testing or troubleshooting with the Flow Builder debugger.

1. On Salesforce, go to the Contacts tab.
2. Click New Contact.
3. Enter minimal details (only an email address is required).
4. Attach a bank statement.
5. Click Save.

1. Return to Flow Builder.

2. Click the Debug button.

3. Input Parameters:

   • Only populate: contact_email parameter.
   • Enter the same email address used when you created the contact on step 1.

4. Click Run.

Confirm the flow runs successfully by checking the debug interface.

1. Confirm that the flow execution completes without errors, and that it retrieves the Document ID correctly.

2. Confirm that given an email address, the flow:

   • finds the contact record
   • retrieves the contact ID
   • looks up the content document
   • returns the document ID

Continue to create additional actions for the agent to use with this document ID: Create additional actions for the agent to use with this document ID.