Understanding Record Triggered Orchestration in Salesforce

Want to make things easier and faster in your business? Automation is the answer! Salesforce can help with this using something called Record Triggered Orchestration, or RTO. RTO is like a robot that can do tasks automatically when you add or change information. This can save time and help your business grow.

What is Record Triggered Orchestration?

Record Triggered Orchestration allows you to create automated workflows that execute whenever specific actions occur within your data records. These actions, like creating a new customer record or updating an existing order, act as triggers, setting the automation in motion.

So if you Ever wished you could automate repetitive tasks based on changes in your data? Look no further than Record Triggered Orchestration.

Use Case Example:

Consider yourself an employee of an online retailer of electronic gadgets. Customers frequently browse your website for products they want to buy. A customer goes through numerous stages before their order gets delivered once they have made a purchase from you. This whole process can be automated using Record Triggered Orchestration method

Creating a Record-Triggered Orchestration Flow:

Let’s walk through the steps to create a Record-Triggered Orchestration flow in Salesforce:

Step 1: Access Salesforce Setup

First of all, login to your Salesforce account and then click on the gear icon on the top right corner to get into the Setup.

Step 2: Open Flow Builder

In the Setup menu, type “Flows” in the Quick Find box and select “Flows.” Click on the “New Flow” button to begin creating a new flow.

Step 3: Choose Flow Type

Select “Record-Triggered Flow” as the flow type. This type of flow will be triggered whenever a record is created or updated.

Step 4: Define Trigger Conditions

Define the conditions under which the flow should be triggered. This could involve selecting the object, configuring the trigger, and setting entry conditions. Once done, click on “Save”.