Example 1: Record-Triggered Flow Goal: When an Opportunity is moved to Closed Won , automatically (1) create a follow-up Task for the owner and (2) set the related Account’s Customer Status to Active . 1) Create the flow Go to Setup → Process Automation → Flows → New Flow . Choose Record-Triggered Flow → Create . Object: Opportunity Trigger: “A record is updated ” Entry Conditions: StageName Equals Closed Won When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements (prevents repeated runs). Optimize the Flow For: Actions and Related Records (After Save) (needed because we’ll create a Task and update an Account). Click Done . 2) (Optional) Add a formula resource for due date In the Manager tab → New Resource . Resource Type: Formula | Data Type: Date API Name: FollowUpDueDate Formula: TODAY() + 3 Click Done . 3) Create the follow-up Task Drag Create Records onto th...
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