One of Salesforce's most potent features is Record-Triggered Flows (RTFs). You may automate procedures and lessen human labor by using RTFs to design flows that are automatically triggered whenever a record is generated or changed.
The fundamentals of Record-Triggered Flows, including how to create one, the different trigger types available, and how to use them effectively in your Salesforce org, will be covered in this blog.
Record-Triggered Flow Creation
Follow these steps to construct a Record-Triggered Flow:
- Navigate to the Flow Builder in Salesforce.
- Click on the "New Flow" button.
- Choose the "Record-Triggered Flow" option.
- Select the object that you want the flow to trigger on.
- Choose the type of trigger that you want to use (more on that later).
- Set any additional criteria or conditions for the trigger.
- Add the actions that you want the flow to perform.
What are the Various Triggers in Salesforce?
For Record-Triggered Flows, there are two different trigger types:
Actions can be taken before a record is saved by using before-Save triggers. This kind of trigger can be used to carry out validation or compute values based on the information in the record.
Don't forget to check out: What are Auto-Launched Flows? | All You Need to Know
Efficient Use of Record-Triggered Flows
1. Limit the number of Record-Triggered Flows that you use. Each flow can have a significant impact on performance, so it’s important to only use them when necessary.
2. Use Before-Save triggers to perform validation and reduce errors in your org.
3. Use After-Save triggers to create related records, update other records, or perform other actions that aren’t critical to the record being saved.
4. Test your Record-Triggered Flows thoroughly before deploying them to your org. This will help you identify any performance issues or errors that could impact your users
Check out another amazing blog by Mayank here: What are Auto-Launched Flows? | All You Need to Know
Record-Triggered Flows are a powerful tool for automating processes and reducing manual work in your Salesforce org. By following these best practices, you can use Record-Triggered Flows effectively and avoid causing performance issues in your org.
A record-triggered auto-launched flow makes additional updates to the triggering record before or after it’s saved to the database. Understand the considerations and special behaviors of flows that make before- and after-save updates.
So, this is the Introduction to Record-Triggered Flow used in Salesforce.
And this flow is mostly used by the users.