to Standardize Opportunity Naming
To build a Salesforce record-triggered flow, you first need to define the business requirement in three parts: trigger, criteria, and action. For example, if an opportunity is created or updated (trigger) and it’s high-value and closed won (criteria), then create a draft contract (action).
To help facilitate the process of identifying business requirements, we’ve included a challenge framing checklist built in Clickup below to be adapted to your own business processes and tools.
Follow these steps to create a record-triggered flow in Left Main:
It’s important to note that record-triggered flows are designed to be triggered by changes to a single record, and they can only be used with specific objects.
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