Skip to main content
Automation

What is Record-Triggered Flow in Salesforce?

A Record-Triggered Flow is a type of Salesforce Flow that automatically executes when a record is created, updated, or deleted.

Clientell AI, the AI Salesforce admin, builds and fixes Record-Triggered Flow automation from a plain-English request, scans read-only first, and changes nothing until you approve. See the AI flow builder

Try it in Clientell AI

“Find every Record-Triggered Flow in my org that touches the Opportunity object, list what each one does, and flag any that conflict.”

Clientell reads your org first, drafts every change, and changes nothing until you approve. Platform deployments include rollback. How security works.

Start the 14-day free trial, no card

Term Context

Category

Automation

9 terms in this category

Related Terms

4

connected concepts

Glossary

66

total definitions

How does Record-Triggered Flow work in Salesforce?

Record-triggered flows are the direct successor to both Workflow Rules and Process Builder triggers. They fire in three timing contexts: before-save (for fast field updates without DML), after-save (for operations that need the committed record ID, like creating child records or sending emails), and asynchronous (for callouts and heavy processing that should not block the user). A single flow can include scheduled paths that execute hours, days, or weeks after the triggering event.

The before-save path is particularly efficient because it updates the triggering record in memory without consuming a DML statement, making it ideal for formula-like field stamps and simple validations. After-save paths support the full range of Flow elements, including subflows, Apex actions, and platform events. Clientell AI uses record-triggered flows extensively: when you describe an automation in natural language, the AI generates an optimized flow with the correct timing context, entry conditions, and bulkification patterns.

Questions people ask

What is a record-triggered flow?

A Flow that starts by itself when a record is created, updated or deleted. It needs no button or user action.

What is the difference between before-save and after-save flows?

Before-save flows update fields on the same record and run fastest. After-save flows can create other records, send emails and call actions.

How do I create a record-triggered flow?

In Setup, open Flows, choose New Flow, pick Record-Triggered Flow, then set the object and the trigger.

Should I replace Process Builder with record-triggered flows?

Yes. Salesforce recommends Flow for new automation and has a Migrate to Flow tool for old Process Builders and Workflow Rules.

Getting Started

Try this on your own org

Start the 14-day free trial, no card. Clientell scans read-only first and changes nothing until you approve.

14-day free trial  ·  No credit card required

SOC 2
HIPAA
GDPR
Salesforce Partner