My First Flow

Photo by kazuend on Unsplash

I finally built my first Flow today—and it worked on the first try (ok, second try, but who's counting?).

I needed to update a field automatically when a record met certain criteria, and after watching a few Trailhead videos, I dove in.

What I learned:

  • Use Record-Triggered Flows for automation

  • Always use Get Records early in your flow if you need context

  • Use Decision elements to avoid running unnecessary logic

I kept it simple, and that helped. Now I’m hooked. I can already see about five more things I want to automate with Flow Builder.