Record Triggered Orchestration Flow: What It Is and How to Use It | Flows in Salesforce

[@yogitarathod]

This is brilliant example also you covered the finance domain so it is really beneficial, Thank you so much for this wonderful demonstration!!

[@SalesforceHulk]

Glad it was helpful!

[@sathishbatta6781]

Hi @SalesforceHulk, Thank you for explained Record Trigger Orchestration clearly. Really helpful 🥰🤝

[@SalesforceHulk]

Glad it was helpful!

[@nicholasmarques7247]

Great video, a few questions... 1. How is the next step in the process dictated to the User who should be completing it? Is that what adding the Orchestration Work Guide does? 2. What is the easiest/most 'natural' way of letting a User know that they have a step to complete in the Orchesration? 3. Let's say that we have Sales Reps that need to upload documents to a Lead before it is Converted. Are we able to use this Orchestration to ensure that the Reps have completed the 'Upload Documents' step before the Lead is set to the Admin team for review (and after review, finally converted).

[@SalesforceHulk]

1. Yes, you got it right. 2. Notify them. 3. Yes, but simple record triggered flow or validation rule can be more easy and better approach. Approach complete depends on requirements.

[@jaankajhotta]

Amazing videos

[@SalesforceHulk]

Glad you like them!

[@amulyadas2949]

Hello, Is this playlist enough to cover all the sub topics in flows ?

[@bsaini121]

Can you please make a playlist of LWC also?

[@SalesforceHulk]

We already have a playlist on LWC, you can check it out here: kzbin.info/aero/PLWgzSrReOBh7C0BonXhOTWL98e1TuJueC&si=FB3XwZS02rvudww4. We will continue updating it with more informative tutorials in the future

[@somjitdas1839]

Hi there, is there any plan of videos coming up in this playlist ?

[@SalesforceHulk]

Yes, soon we will start with scenario-based questions, covering each flow in detail. Stay tuned for more amazing videos!

[@pranavvibhandik]

Can we use a record trigger flow in background step?

[@SalesforceHulk]

If you have created a record triggered flow, then whenever a record create, updates or deletes then it automatically runs in background only.