Create Workflows in Data Cloud Using Flow – Salesforce Admins

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Streamline and optimize Salesforce Data Cloud processes with Flow. Learn how to create custom workflows, automate actions, and configure trigger conditions for efficient data management …

1. Use case: Automating a workflow
– Compensating customers affected by a technical failure
– Deposit 500 rewards points and send apology email

2. Create platform event(s)
– Custom platform events for each action (ingestion, identity resolution, CIs, segments)
– Create at least one field for each action

3. Create record-triggered flow(s)
– Publish platform event in the record-triggered flow
– Configure trigger and conditions for each action

4. Create autolaunched flow
– Main workflow for the business use case
– Add Data Cloud actions and input values
– Pause and resume workflow based on platform event
– Configure “Send Email” action as the last step

5. Explore the combined power of Data Cloud and Flow
– Flow allows for complex automation and reusable building blocks
– Can be used for various use cases in and outside of Data Cloud

You can read it here: https://sfdc.blog/GlKIt

Source from admin dot salesforce dot com

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