10+ Salesforce Record Triggered Flow Examples/Scenarios

Hello Folks, In this post I’m going to share 10+ Examples for the Salesforce Record Triggered Flows.
Earlier in Salesforce when we need to perform any Automation on DML operations such as Insert, Update we need to use Process Builder along with Salesforce Flow to perform the action, but Now Salesforce Flows doesn’t require Process Builder to run when any DML operation occurs, because now we have the record-triggered flows in Salesforce which can do the job easily.

In Record, Triggered Flows we have before save record-triggered Flow and After save record-triggered check out this video for the difference and when to use which type of Salesforce Record-Triggered Flow

Let’s start with our first Salesforce Record Trigger Flow Example

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from his Manager. Create an Account and Contact whenever a new Custom Object record is created and relate the Account and Contact to the newly created custom Object record.

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from his Manager that delete the child records whenever a parent record gets updated.

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from his manager that there is a field on Account which is of type currency You have to update the field value according to the Amount of the related Opportunites Whether you create an Opportunity update or delete the Opportunity.

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from his Manager that update Parent Record when Child Object Field Values gets changed

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from his Manager to Send an Email to the Manager whenever a User with a specific Role left the Company.

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from his Manager to post opportunity details on the Account chatter feed?

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from his Manager to Send custom Notification from flow when an Opportunity Stage is changed from Prospecting to Negotiation/Review and the amount should be 1000.

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from his Manager to create tasks when there are no tasks that exist on the Account.

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from his Manager – whenever an Account is created or updated, auto-populate the number of open opportunities counts in a custom field on the Account i.e. No. of Open Opportunities (No_of_Open_Opportunities__c).

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from the management – when a Lead is created with Annual Revenue greater than $ 5M, update the Rating to Hot.

Shubham Bhardwaj is working as a System Administrator at Universal Containers (UC). He received the following requirement from the management – whenever an Account’s custom field, ‘Out of Business’ (out_of_business__c) is checked, update the related open Opportunity Stage to ‘Closed-Lost’.

More Scenarios/ Examples will be added in the upcoming days stay tuned till then check my youtube channel for more such Interesting videos

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