This article walks you through creating a Salesforce Record-Triggered Flow using the DataGroomr – Contact Verification template to automatically verify contact data at the time of record creation or modification.


Overview

Using DataGroomr’s verification actions inside Salesforce Flow, you can:

  • Automatically verify email, phone, address, website

  • Run verification asynchronously to avoid blocking record creation

  • Store verification results back on the Contact record

The flow uses a combination of:

  • Record-triggered flow

  • Apex Action (DataGroomr Verification)

  • Loops and transforms to map results back to records

Prerequisites

Before starting, ensure:

Step 1: Create a New Flow from the DataGroomr Template

  1. Go to Setup → Flows

  2. Click New Flow

  3. Select Record-Triggered Flow

  4. In the template picker, search for DataGroomr

  5. Select DataGroomr – Contact Verification

  6. Click Create


Note: This template includes all required logic and best practices.


Step 2: Configure the Flow Trigger

In the Start element:

  • Object: Contact

  • Trigger: A record is created

  • Optimize for: Actions and Related Records

  • Run Asynchronously: Enabled

Why async?

  • Prevents slowing down record creation

  • Supports bulk inserts

  • Avoids callout limits

Step 3: Review Flow Structure

The template flow contains the following elements:

1. Get Records – Contacts

  • Retrieves newly created contacts

2. Assignment – Add Fields to Collections

  • Builds a collection of contacts to send for verification

3. Apex Action – Verify Contact Data

  • Calls DataGroomr’s verification engine

  • Verifies email and phone fields

  • Returns structured verification results

4. Loop – Contacts

  • Iterates over each contact submitted

5. Loop – Results

  • Iterates over verification results returned by DataGroomr

6. Transform – Result

  • Maps verification results back to the corresponding Contact fields

  • Updates status, confidence, and validation fields

Step 4: Customize (Optional)

You may optionally customize:

  • Which fields are verified (email, phone, address, website)

  • Conditional logic (e.g., only verify if email is not blank)

  • Post-verification actions (flags, scoring, routing)

Step 5: Activate the Flow

  1. Click Save

  2. Give the flow a clear name, for example:
    DataGroomr – Contact Record Verification

  3. Click Activate

Once activated, the flow will automatically run for every newly created Contact.

What Happens After Activation?

  • New Contacts are created normally

  • Verification runs in the background

  • Email and phone verification results are written back to the Contact

  • Invalid or risky data can be flagged immediately

No user action required.

Troubleshooting

If verification does not run:

  • Confirm the flow is Active

  • Ensure the Contact has email/phone values

  • Verify DataGroomr verification credits are available. Lear more: Manage Credits

  • Check Paused and Failed Flow Interviews in Setup