Want to automate tasks and improve efficiency in Salesforce? Record Triggered Orchestration is the solution!
Record Triggered Orchestration runs automated processes when a record is created or updated. It reduces manual work, saves time, and streamlines operations. With this Salesforce automation tool, businesses can boost productivity and scale faster.
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”.
Step 5: Add Elements
Now, it’s time to add elements to your flow. Two key elements to include are “Stage” and “Decision”.
It contains different types of steps:
- Background Setup: Includes steps performed in the background like record creation or deletion, sending emails, etc.
- Interactive Setup: Involves steps that are displayed on the user’s UI through screens.
- Mulesoft Setup: An advanced topic that may involve integrating with Mulesoft.
Interactive Decision : Used to define conditions and branching logic within your flow.
Step 6: Configure Stage Exit Conditions
While setting up each stage, define the exit conditions. These conditions determine when the stage is considered completed, either when all steps are finished or when a specific auto-launched flow returns a TRUE value.
Useful Tip: Before making the Record Triggered Orchestration flow, analyze your business processes to find the places in which automation can be most fruitfully applied. Begin by following simple flows and when you feel comfortable, introduce more complexity.
Step 7: Configure Steps
After a stage is completed, configure individual steps within it. Steps can be set to run sequentially after another step, at the start of the stage (where all steps under it run together), or when a specific flow returns TRUE, similar to the stage exit condition.
When constructing a step, select the flow type (screen flow or auto-launched flow), specify the record ID from which the flow should be called, and assign a user.
By following these steps, you can create a comprehensive Record Triggered Orchestration flow in Salesforce to automate and streamline your business processes.
