With Summer 20 Release Salesforce is giving us the Record-Triggered Flow Type that allows for after-save flows. These flows eliminate the need to use Process Builder to launch your Salesforce flows. Many automation tricks are possible now without using Process or Apex Triggers. In this short video, I am building a flow that creates a Task whenever an Opportunity is created or updated. I will walk you through the steps as I build the flow.
Update (5/20/2021): This functionality has been improved with Salesforce releases. For a more comprehensive and more recent review of the record-triggered flow functionality, please watch this Youtube video (the video is divided into sections).
Please comment with your feedback and questions.
P.S. Many thanks to Josh Dayment who pointed out that I had a redundant step in the first version of the video. The published version has been corrected.
2 thoughts on “Create a Record-Triggered (Record-Changed) Flow Available in Summer 20 Salesforce Release (Video)”
VIdeo is not so clear voice got disturbed at beginning and ending 5 sec. But presentation relevance is good. Be some more clear while selecting pop-up (whether we are selecting the existing OR typing is also confusing during video. its good for learning except fo for pts mentioned. Thanks for good video.
Thanks for watching. This is a rather old video. The functionality has been improved throughout the releases. For a more comprehensive and more recent review of the record-triggered flows, please watch this (the Youtube video is divided into sections): https://youtu.be/DKxLTRRXVe8