Update your records with Salesforce Flow

As we know that in Salesforce, Flow is automation that automates a business process by collecting data and doing something in your Salesforce org or an external system.


Let's take an example - While an account is creating or updating if the Industry field is “Technology” then the Type field will be automatically updated with “Technology Partner”.



Step 1 - Go to Set up and search Flow in Quick Find Box and select it and then click on “New Flow” and select “Record - Triggered Flow”.




Step 2 - Now, you can see this on your screen and you will have to set the conditions to start a Record Trigger Flow.



Step 3 - Now, set the condition in Configure Trigger and Save it.




Step 4 - In Record Triggered Flow, Choose the object and set the condition so that you can update your record accordingly and Save it.



Step 5 - Now, drag “Update Record” under Record Trigger Flow and set the object fields which you want to update. Save and Activate it.


Step 6 - Now, go to your app(ex. Sales) and create one account with Industry - Technology and Save it.



Step 7 - Now, check out that record and you will find the Type field as “Technology Partner”.


Like this, You can update any record according to the business requirement.

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