Quick summary
Salesforce workflow rules (now built with Flows) let you automate record-triggered actions without writing code. This guide walks you through creating a Flow in Salesforce Setup, configuring trigger conditions, and activating it in the Flow Builder.
Steps
- Go to Setup on the top right of your Salesforce instance.
- Search for Flows under Process Automation in the Quick Find menu.
- Click New Flow and choose a flow type to get started.
- Select a flow type such as Record Triggered Flow.
- Use the Flow Builder to visually design your automation.
- Choose the Object that will trigger the workflow.
- Configure the trigger based on available options, such as when a record is created.
- Enter the Condition Requirements, for example when specific conditions are met.
- Add the remaining Entry Conditions to refine when the flow runs.
- Save the flow and Activate it to make it live.
