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Service Match Client Profile Builder Flow
szeitz edited this page Feb 5, 2021
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The Client Profile Builder flow template makes three assumptions.
- You capture client information on Contact.
- You use the Other Address field to store the physical address.
- You don’t save employment/housing information in your Salesforce org.
You can easily customize the flow to do the following.
- Save the housing/employment information into a field in Salesforce.
- Get address and date of birth information from locations other than the standard contact fields, or from other objects.