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What Is a Record-Triggered Flow?

March 6, 2023 by Jennifer W. Lee Leave a Comment

Are you an admin who has experience only with creating workflow rules and processes and have yet to dip your toes into building automation with record-triggered flows? Or are you a new admin looking to build your first record-triggered automation? You’re at the right place!

We’re going to give you a high-level overview of a record-triggered flow, teach you some basic flow terminology, and give you a simple example or two for you to follow along and create your first record-triggered flow. You ready? Let’s get started!

First things first. What’s a record-triggered flow?

A record-triggered flow allows you to automatically perform actions in Salesforce behind the scenes, without any user interaction, once a record is created and/or updated, or deleted. In some regards, it’s similar to a workflow rule and process, which are triggered when a record is created and/or updated. Record-triggered flow is the end-state record-triggered automation tool

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