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Record Triggered flow

In the recent Salesforce came with before-save Flow triggers and after-save flow triggers. A record-triggered auto-launched flow makes additional updates to the triggering record before it’s saved to the database. You can trigger the Flow when.

  1. A record is created
  2. A record is updated
  3. A record is created or updated
  4. A record is deleted

With record-triggered flows you can potentially avoid writing triggers in some specific scenarios. Like The flow runs anytime an item is deleted. A side note, do pay attention to the order of execution if you are working on your admin certificate. As per Salesforce A record-triggered flow can update a Salesforce record 10 times faster than a record-change process.

In this session, we will implement Record Triggered Flow with Example.

Scenario 1 :

Develop a process when an Opportunity is created with Amount more than 50000$ then create a task inside
that opportunity and assign it Account Owner. Also, create a chatter post inside the same opportunity. A big deal opportunity has been created. Please connect with opportunity and try to close this ASAP.

Solution: Check our below recording how to solve this with record Trigger flow.

salesforce record triggered flow

Scenario 2 :

Develop a process which will run on Contact Records which were created in last week and do not
have any related account. Then create a dummy account record and assign all these contacts to that new dummy account. The process should run weekly basis.

Solution: Check our below recording how to solve this with Scheduled flow.

Agenda

Introduction to Record Triggered Flows

  1. Create a Record Trigger Flow
  2. Debug a Record Trigger Flow
  3. Create a Scheduled Flow

Record-Triggered Flow Considerations

Understand the considerations and special behaviors of flows that make before-save updates

  • The flow can’t perform actions other than updating the triggering record’s field values.
  • The flow can’t update values in records that are related to the triggering record.
  • Only these elements are supported: Assignment, Decision, Get Records, and Loop.
  • The View All Data permission is required to activate an autolaunched flow that has a trigger.
  • If an object has multiple active record-triggered flows that are configured to run before the record is saved, we can’t guarantee the order in which those flows are executed.

Check our complete Salesforce Flow Builder Training here.

If you are new to Salesforce then please check our Salesforce Admin Training here. Check out the our YouTube, and don’t forget to subscribe to our channel, so that you’re notified right away when a new video is available. Check complete Salesforce flow builder training here.

Comments(2)

  1. Reply
    Naresh says:

    Session Completed

    Superb Example on Record Trigger Flow & Schedule Flow

  2. Reply
    Puneet says:

    Hi Amit
    In the last example, I am not able to update the contacts with Account id even after correcting all the errors. The flow is getting completed and I am using Update_Records with option ‘Use the IDs and all field values from a record or record collection’ and selected the ‘Contacts from Get_Records’. Still no contact is getting updated, only dummy account is getting created and action is executing. Can you help.

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