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Automate Your Business Processes with Salesforce Flow
Build Automation Event-Triggered Flows

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Build Automation Event-Triggered Flows

Configure triggers to process records when events occur in integrated applications.

Required Editions

Available in: Lightning Experience
This feature is available in Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition.
Available in: All Editions supported by Data 360. See Data 360 edition availability.
Note
Note Custom automation events created from engagement signals are available only in Marketing Cloud Advanced Edition.
User Permissions Needed
To view, save, and activate an automation event-triggered flow with a custom real-time data graph event as the trigger:

Legacy Data Cloud Marketing Admin

OR

All of these permissions:

  • Manage Flow
  • View Setup
  • View All Data
  • Data Cloud User
  • Create, read, update, delete, and View All on Data Action Targets, Data Action Target Definitions, Data Actions, Data Action Definitions, Data Action Target Relations
  • Read on Data Model Object, Data Model Field, and Calculated Insights Object
To view, save, and activate an automation event-triggered flow with a Salesforce-provided trigger: Each event type has it's own permission requirements. See Event Library.
Important
Important

Form submission flows that reference a Unified Individual require a 24-hour wait before performing any actions. Add a wait element and set it to at least 24 hours before any actions in the flow.

  1. Open the Flows list view.
    • From the Automation app, select the Flows tab.
    • From the Flows tab in any Lightning app, click the actions menu and select Open Flow.
    • From Setup, in the Quick Find box, enter Flows, and then select Flows.
    Note that the Automation app and Flows tab options don't require Setup access.
  2. Create an automation event-triggered flow.
    1. From the Automation app or the Flows tab, click New. Search for and select Automation Event-Triggered Flow.
    2. From Setup, click New Flow. Search for and select Automation Event-Triggered Flow.
    The Configure automation properties panel opens.
  3. Select a data space.
  4. Optionally, select a data graph. To use vector search data actions, don’t select a data graph.
  5. Click Next.
  6. In the Start node, click Select Event.
  7. From the Event Library, select the event that triggers the flow.
    1. If you're using real-time data actions, select the Custom Real-Time Data Graph Event.
      Note
      Note When you select a calculated insight as the trigger object, resource pickers in other flow elements don't show resources related to that calculated insight.
    2. To trigger when a file is attached to a record, select File Attach and then select an available event.
      Note
      Note Custom objects are not supported when using File Attach as an event that triggers the flow.
    3. To use a vector search data action that triggers when a new record is indexed in Data 360, select an event based on a search index and configure the search parameters.
  8. Configure the event.
  9. Configure the rest of the flow.
  10. Save the flow.

Thoroughly test your flow before activating it.

If this flow uses a vector search data action, a vector search data action and a data action target is created in Data 360 after the flow is activated.

See Also

 
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