Record Triggered Orchestration Flow: What It Is and How to Use It | Flows in Salesforce
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- Опубліковано 14 лип 2024
- In this video, we will learn about Record Triggered Orchestration Flow, what it is, and how to use it in Salesforce. We will start with the definition of Record Triggered Orchestration Flow, then we will take a real life scenario of how record triggered orchestration flow can be used to automate a business process and at last we will see how we can implement record triggered orchestration flow in Salesforce practically.
Questions Discussed in the video:
What is Record-Triggered Orchestration Flow in Salesforce?
How do I create a Record-Triggered Orchestration Flow in Salesforce?
What are the benefits of using Record-Triggered Orchestration Flows in Salesforce?
Can I use Record-Triggered Orchestration Flows to send email notifications?
What events can trigger a Record-Triggered Orchestration Flow in Salesforce?
What are some real-world examples of using Record-Triggered Orchestration Flows for automation?
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This is brilliant example also you covered the finance domain so it is really beneficial, Thank you so much for this wonderful demonstration!!
Glad it was helpful!
Hi @SalesforceHulk,
Thank you for explained Record Trigger Orchestration clearly.
Really helpful 🥰🤝
Glad it was helpful!
Amazing videos
Glad you like them!
Great video, a few questions...
1. How is the next step in the process dictated to the User who should be completing it? Is that what adding the Orchestration Work Guide does?
2. What is the easiest/most 'natural' way of letting a User know that they have a step to complete in the Orchesration?
3. Let's say that we have Sales Reps that need to upload documents to a Lead before it is Converted. Are we able to use this Orchestration to ensure that the Reps have completed the 'Upload Documents' step before the Lead is set to the Admin team for review (and after review, finally converted).
1. Yes, you got it right.
2. Notify them.
3. Yes, but simple record triggered flow or validation rule can be more easy and better approach. Approach complete depends on requirements.
Hello, Is this playlist enough to cover all the sub topics in flows ?
Can you please make a playlist of LWC also?
We already have a playlist on LWC, you can check it out here: ua-cam.com/play/PLWgzSrReOBh7C0BonXhOTWL98e1TuJueC.html&si=FB3XwZS02rvudww4.
We will continue updating it with more informative tutorials in the future
Hi there, is there any plan of videos coming up in this playlist ?
Yes, soon we will start with scenario-based questions, covering each flow in detail. Stay tuned for more amazing videos!
Can we use a record trigger flow in background step?
If you have created a record triggered flow, then whenever a record create, updates or deletes then it automatically runs in background only.