Record triggered flow is an auto launched flow which executes automatically unless screen flows where user intervention is required. It is the most common and powerful type of automation offered by Salesforce.
Business Requirement
- RT flows are triggered when there is a DML operation like insert, delete, update or undelete occurs on a record.
- Suppose you want to create a Contact upon creating/updating a Contact page. For eg: When you want to create a separate contact page for the Coborrower so that you can include his email address when sending mass marketing emails. Here RT flows will help you do this. You can create a brand-new contact page for the Coborrower without doing a single manual assignment of values to the fields. The fields of the new page will be automatically gets populated with values of the already existing Borrower contact page. It is all possible with 100% automation offered by RT flows.
Configure Start
When configuring the Flow to Start, we have to choose the following
- Object
- Trigger
- Entry Conditions
The options ‘A record is updated’ and ‘A record is deleted’ are not available in Workflow and Process builder.
- How to optimize the flow
- Fast Field updates (Before Save)
- Supports only certain data elements like Update Records and Get Records.
- Can update the fields of the triggering record, but cannot update fields of related records.
- Cannot access the fields which are updated only when a record is saved. For eg: Last modified date.
- Actions and Related Records (After Save)
- Gives options to Create, update, delete related records or unrelated records.
- Unlike Before-Save, an Update Records element is needed to save the changes made.
- It can perform actions like Assign Task, Sending Email alerts, Calling Sub flows (Other flows existing within the org).
- Fast Field updates (Before Save)
Save and Debug
When we finish creating the record-triggered flow, it’s a best practice to save and debug immediately. Testing the flow before activating it lets us to try different scenarios without impacting the data.
- We can debug only a single path at a time in RT flow.
- On Clicking Run, the flow is debugged. If it ran successfully, the line connecting elements will be turned orange.
You can read more on building Record Triggered flow from the link here Build a Record-Triggered Flow Unit | Salesforce Trailhead
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Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
