Automate Record Types / Fields (with Salesforce Flow)

#salesforce #salesforceadmin #automation

In this episode, learn how to automate record types with Flow.

⚙️ Salesforce Flow allows you to automate business processes by building applications, known as Flows, that collect, update, edit, and create Salesforce information, and then make those flows available to the right users or systems.

Start with creating a condition that is going to trigger your Flow (update records).

- Get record type ID if you want to automate record types. It is available in setup - object manager - object (Account, etc.) - record type - copy ID from the URL - paste it to Flow.

- For automating field values, create a condition and when Flow meets the condition assign the new field value.

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