How To Configure Business Process Flows In Salesforce

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Here’s a quick overview of how to configure business process flows in Salesforce:

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1. Access Setup using the gear icon in the upper-right corner.
2. Enter Process Automation in the Quick Find search box.
3. Select Flows from the results.
4. Click New Flow and select your desired flow type (record-triggered flows are commonly used).
5. Design your automation using the visual Flow Builder interface.
6. Select the Object that will initiate your flow.
7. Define when the flow should trigger (such as when a record is created).
8. Specify your Condition Requirements (the criteria that must be met for the flow to run).
9. Configure any additional Entry Conditions needed.
10. Save your work and Activate the flow to put it into production.

Important: While Workflow Rules remain available, Salesforce now recommends using Flows for new automation projects due to their enhanced capabilities and flexibility.