Salesforce | What are Auto-Launched Flows? | All You Need to Know

What are Auto-launched Flows?

A certain event, such as the creation or updating of a record or the receiving of a platform event, can automatically start a certain sort of flow in Salesforce. 

Auto-launched Typically, flows are used to streamline repetitive tasks and automate corporate processes. For instance, you could use an auto-launched flow to update a connected record whenever a certain field is changed or to automatically create a follow-up task whenever a new lead is formed.

Use the Flow Designer, a drag-and-drop tool that lets you construct and edit Flows, to create an auto-launched Flow in Salesforce. After creating your Flow, you can configure it to be automatically triggered in accordance with the predefined criteria. 

Don’t forget to check out: What is the Flow Builder In Salesforce in 2023?

You must construct a new Flow Trigger that outlines the requirements that must be satisfied in order for the Flow to be activated in order to activate an auto-launched Flow. Once the trigger is configured, your Flow will launch whenever the specified event takes place.

Ultimately, auto-launched flows can be a potent tool for streamlining your team’s workload and automating business activities in Salesforce. You can streamline your processes and conserve time and money by having the ability to automatically start Flows in response to certain triggers.

How auto-launched Flows can be used in Salesforce?

1. Lead qualification: You can create an auto-launched Flow that automatically assigns leads to sales reps based on specific criteria, such as geographic location or industry. The Flow can run whenever a new lead is created or updated, saving your team time and ensuring that leads are distributed fairly.

2. Order fulfillment: If you have an e-commerce site integrated with Salesforce, you can use an auto-launched Flow to automatically update inventory levels and generate shipping labels when an order is placed. This can help you fulfill orders more quickly and accurately.

3. Customer support: You can create an auto-launched Flow that automatically assigns support cases to specific agents based on the nature of the issue. For example, if a customer submits a case related to billing, Flow can assign the case to a billing specialist. This can help ensure that customer issues are resolved quickly and efficiently.

4. Opportunity management: You can use an auto-launched Flow to automatically update the status of an opportunity based on specific criteria, such as the stage of the sales cycle or the value of the deal. This can help you track your sales pipeline more effectively and ensure that opportunities are managed consistently.

5. Compliance: If you need to comply with specific regulations or standards, you can create an auto-launched Flow that automatically checks records for compliance issues and alerts the appropriate team members if a violation is found. This can help you stay compliant and avoid costly fines or legal issues.

dont miss out iconCheck out another amazing blog here: What are Schedule-Triggered Flows? | The Ultimate Guide

These are just a few examples of how auto-launched Flows can be used in Salesforce. The possibilities are endless, and the best way to determine how you can use them is to identify areas where you can automate repetitive tasks or streamline your workflows.

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