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Automate Your Business Processes
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            Start an Automation When a Record Is Created or Changed

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            Start an Automation When a Record Is Created or Changed

            Record-triggered flows automatically run when someone creates, updates, or deletes a record in Salesforce. Think of them as helpful assistants that work behind the scenes to automate tasks, check data, and keep your records up to date—without you doing anything.

            Required Editions

            View supported editions.
            User Permissions Needed
            To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: Manage Flow
            • Getting Started with Record-Triggered Flows
              Record-triggered flows automatically run when someone creates, updates, or deletes a record in Salesforce. After they’re triggered, they perform actions such as updating records, creating records, and sending emails. There are two types of record-triggered flows. Learn how they differ so you can use the one that works best for your situation.
            • Decide Between Before-Save and After-Save Record-Triggered Flows
              Record-triggered flows run when someone creates, updates, or deletes a record in Salesforce. Before-save flows run before Salesforce saves the record. After-save flows run after Salesforce saves the record. Use this guide to pick the right type for your automation.
            • How Entry Conditions Work in Record-Triggered Flows
              Entry conditions control when record-triggered flows run. Use AND, OR, custom logic, or formula-based conditions in the Start element to run your flow only when the right records change.
            • Working with the Triggering Record in Record-Triggered Flows
              When a record triggers your flow to run, Salesforce automatically stores that record's information in the triggering record variable. This variable gives your flow instant access to all the field values from the record that triggered the flow. You can read the field values, check them, and change them.
            • Create a Simple Before-Save Record-Triggered Flow That Updates a Record
              Learn how to build a before-save record-triggered flow that automatically updates an opportunity's name when it's created.
            • Create a Simple After-Save Record-Triggered Flow
              Learn how to build an after-save record-triggered flow that automatically creates a record. This example creates a follow-up task whenever a user creates a lead record, ensuring your team never misses an important next step.
             
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            Salesforce Help | Article