Here’s a quick overview of how to configure business process flows in Salesforce:
- Access Setup using the gear icon in the upper-right corner.
- Enter Process Automation in the Quick Find search box.
- Select Flows from the results.
- Click New Flow and select your desired flow type (record-triggered flows are commonly used).
- Design your automation using the visual Flow Builder interface.
- Select the Object that will initiate your flow.
- Define when the flow should trigger (such as when a record is created).
- Specify your Condition Requirements (the criteria that must be met for the flow to run).
- Configure any additional Entry Conditions needed.
- 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.
