top of page
hand-businesswoman-touching-hand-artificial-intelligence-meaning-technology-connection-go-

Record Trigger Flows

Record-triggered flows are a powerful tool in Salesforce that enables users to automate business processes based on changes to records. They can help improve efficiency, reduce errors, and create a better user experience for your customers. In this blog post, we will discuss what record-triggered flows are, how they work, and how to create them.


What are record-triggered flows?

Record-triggered flows are a type of automation in Salesforce that allow you to automate processes based on changes to records. They are built using the Salesforce Flow Builder, which provides a visual interface for creating and editing flows. Record-triggered flows can be configured to start when a record is created, edited, or deleted, and can perform a wide range of actions based on the changes to the record.


How do record-triggered flows work?

Record-triggered flows are triggered by changes to records in Salesforce. When a record is created, edited, or deleted, Salesforce checks if there are any record-triggered flows associated with the object to which the record belongs. If there are, the flow is executed, and it can perform a series of actions based on the changes to the record. For example, a flow might update related records, send email notifications, or trigger an external action.


How to create record-triggered flows?

Creating a record-triggered flow is a straightforward process that can be done using the Salesforce Flow Builder. Here are the steps:


Navigate to the Flow Builder: Click on the Setup icon in the top right corner of the Salesforce screen and select Flow from the dropdown menu. Then click on New Flow and select Record-Triggered Flow.


Choose an object: Select the object that the flow will be triggered on. This could be any standard or custom object in Salesforce.


Configure the trigger: Choose whether the flow should be triggered when a record is created, edited, or deleted.


Add actions: Use the Flow Builder to add actions to the flow. These actions can perform a wide range of actions, such as updating related records, sending email notifications, or triggering an external action.


Save the flow: Once you have finished configuring the flow, save it and activate it. You can then test the flow by creating, editing, or deleting a record that meets the trigger criteria.


In conclusion, record-triggered flows are a powerful tool in Salesforce that can help automate business processes based on changes to records. They are easy to create using the Salesforce Flow Builder and can perform a wide range of actions to improve efficiency, reduce errors, and create a better user experience for your customers. If you are not already using record-triggered flows in your organization, now is a great time to start.


A record trigger flow is a type of flow in Salesforce that automates processes and actions when a record is created, updated, or deleted. Here's an example of a record trigger flow:


Let's say you have a custom object called "Opportunity Review" that is related to the standard "Opportunity" object in Salesforce. You want to automatically create a task for the account owner when an Opportunity Review record is marked as "Complete."


Here are the steps to create a record trigger flow for this scenario:


Create a new flow in Salesforce.

Select "Record-Triggered Flow" as the flow type.

Choose the "Opportunity Review" object as the trigger object.

Set the trigger to fire when a record is updated.

Add a condition to check if the "Status" field on the Opportunity Review record is set to "Complete."

If the condition is true, create a new task record and populate the fields with the necessary information.

Assign the task to the account owner of the related Opportunity record.

Activate the flow.

Now, whenever an Opportunity Review record is marked as "Complete," a task will be automatically created and assigned to the account owner of the related Opportunity record. This saves time and ensures that the necessary follow-up actions are taken when a review is completed.

158 views0 comments

Recent Posts

See All

Comments

Rated 0 out of 5 stars.
No ratings yet

Add a rating
bottom of page