Creating Record-Triggered Flow in Salesforce | Infogen Labs | 2022

Record-Triggered Flow is one of several types of Flows in Salesforce that you may use to automate your business activities. When the following conditions are met, the Flow is triggered:

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

And run the Flow:

• Before the record is saved
• After the record is saved

?In some cases, record-triggered flows may allow you to skip creating triggers entirely. You may now achieve complicated business needs without writing a single line of code.

Flow is the future of automation in Salesforce, getting more powerful with each release. If you are still creating new automation in Salesforce using Workflow Rules and/or Process Builders, I strongly advise you to transition to flows to avoid acquiring technical debt.

When the record of an object is modified, you may now retrieve that record's previous values in Salesforce Flow. The global variable '$Record Prior' stores the values of the records immediately before the Flow was performed. These data may be used to check for changes in fields and compute differences in your flow. In Process Builder, this operates as an 'ISCHANGED' condition, which we have made extensive use of in the past. So you can now use it in Flow and construct logic around it.

This post will show you how to use the previously stated '$Record Prior' global variable in Salesforce Flow. After reading this guide, you will be able to: During the following 20 minutes, you will learn how to:

• Create a Record-Triggered Flow
• Save & Activate the Screen Flow
• Test the Screen Flow

References & Useful URLs:

1. Refer to the Spring '21 Release Notes Article for the Prior Values of the Record That Triggered Your Flow (5 mins): https://help.salesforce.com/s/articleView?id=release-notes.rn_forcecom_flow_fbuilder_prior_values_flow.htm&type=5&release=230
2. Flow Types – Article of Assistance (10 mins): https://help.salesforce.com/s/articleView?id=sf.flow_concepts_type.htm&type=5

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