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

Подписаться 126 тыс.

Просмотров 7 тыс.

50% 1

In this video, we will learn about Record Triggered Orchestration Flow, what it is, and how to use it in Salesforce. We will start with the definition of Record Triggered Orchestration Flow, then we will take a real life scenario of how record triggered orchestration flow can be used to automate a business process and at last we will see how we can implement record triggered orchestration flow in Salesforce practically.
Questions Discussed in the video:
What is Record-Triggered Orchestration Flow in Salesforce?
How do I create a Record-Triggered Orchestration Flow in Salesforce?
What are the benefits of using Record-Triggered Orchestration Flows in Salesforce?
Can I use Record-Triggered Orchestration Flows to send email notifications?
What events can trigger a Record-Triggered Orchestration Flow in Salesforce?
What are some real-world examples of using Record-Triggered Orchestration Flows for automation?
Want to kickstart your career in this rapidly growing Salesforce ecosystem ? Look no further than S2 Labs!
S2 Labs is the only Salesforce-focused Training Institute that has been consistently delivering top notch Salesforce training and helped countless individuals transform their career as a Salesforce professional. Join S2 labs live interactive classes covering Salesforce Administrator, Development, Business Analyst, Marketing Cloud, and LWC, and witness the transformation of your career. For more information visit the website - shreysharma.com/
Connect with Shrey on :-
Instagram: / imshreysharma
Facebook:- / salesforcehulk
Twitter:- / iamshreysharma
Linkedin:- / imshreysharma
Follow S2 labs on :
Instagram - s2_labs?igshid=...
Facebook:- S2Labs.Shrey...
Twitter:- s2_labs?t=AAeqNzt...
Linkedin:- / s2-labs-by-shrey-sharma
Follow Cyntexa on :
Instagram - cyntexa?igshid=...
Facebook:- / cyntexa
Twitter:- / cyntexa
Linkedin:- / mycompany
RU-vid:- / cyntexa
#salesforce #salesforceflow #flowsinsalesforce #salesforceadmin #recordtriggeredorchestrationflow #salesforceautomation #businessprocessautomation #reallifeexamples #salesforcehulk

Опубликовано:

21 июл 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 15

@yogitarathod 8 месяцев назад

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

@SalesforceHulk 8 месяцев назад

Glad it was helpful!

@sathishbatta6781 10 месяцев назад

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

@SalesforceHulk 10 месяцев назад

Glad it was helpful!

@amulyadas2949 7 месяцев назад

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

@jaankajhotta 2 месяца назад

Amazing videos

@SalesforceHulk 2 месяца назад

Glad you like them!

@nicholasmarques7247 7 месяцев назад

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 3 месяца назад

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.

@somjitdas1839 5 месяцев назад

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

@SalesforceHulk 5 месяцев назад

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

@bsaini121 5 месяцев назад

Can you please make a playlist of LWC also?

@SalesforceHulk 5 месяцев назад

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