How to Create Record Trigger Flow in Salesforce

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I worked as a Salesforce administrator. Recently, the sales manager has sought to automate the process of updating the opportunity stage, which is automatically set to ‘Closed Won’ when the amount exceeds $ 100,000. To do so, we utilize Salesforce Flow, a powerful automation tool.

In this Salesforce tutorial, we will learn how to create a record trigger flow in Salesforce. In this, we will discuss the following points:

  • What is record trigger flow in Salesforce?
  • When should we use record trigger flow in Salesforce?
  • Example 1: Create a record trigger flow using Fast Field Update.
  • Example 2: Create a record trigger flow using Action and Related Record.

What is Record Trigger Flow in Salesforce?

The record-trigger flow launches when a record is created, updated, or deleted. Typically, we use an Apex trigger to accomplish this task, but now we can also utilize the flow.

  • The record trigger flow is an automated process that executes automatically upon record creation, update, or deletion.
  • That means when the user performs a DML operation on records, the record trigger flow can perform further automation by using specified triggering conditions.
  • The record trigger flow runs in the background and does not require user interaction.

The record trigger flow triggers when:

  • A record is created.
  • A record is updated.
  • A record is created or updated.
  • A record is deleted.

For example, when a new customer account is created, and we need to send an email to the customer about it, we can use a record trigger flow.

When Should We Use Record Trigger Flow in Salesforce?

  • When we want to perform any automated task, that automation can be done with a record trigger flow.
  • With the record trigger flow, we can avoid writing code in Apex triggers in some conditions.
  • We can use Salesforce flows for automation and notification work.
  • The record trigger flow updates the record ten times faster than the record change process.

Example 1: Create Record Trigger Flow using Fast Field Update

Using the Fast Field Update, we can only update the fields within the same object record.

For example, we want to automate a process where the sales team wants to automate the opportunity stages pipeline with the criteria:

  • If the opportunity Amount is greater than $100K, the Opportunity Stage is automatically set to Closed Won.

We can create a record trigger flow in Salesforce using the above scenario and the following steps.

  1. Log in to the Salesforce Org. -> Click on the Setup. -> Home Tab. -> Search for Flows. You will see an option under Process Automation. -> Click on Flows.