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#Salesforce #Record-Triggered

  

How would you design a Record-Triggered Flow that automatically updates related records when an Account's Industry changes, while preventing recursion and unnecessary updates?

1 个回答
  1. 10月17日 17:31

    Hi @Rakesh Goud You can use an After-Save Record-Triggered Flow to automatically update related records when an Account's Industry changes.

    Steps:

    1. Go to Setup → Flows → New Flow → Record-Triggered Flow.
    2. Select Account as the object.
    3. Trigger the Flow when a record is updated.
    4. Select After Save because we need to update related records.
    5. Add a Decision element to check whether the Industry has changed.
    6. Use Update Records to update the related records, such as Contacts, based on the Account Id.
    7. Save, debug, and activate the Flow.

    How to prevent recursion and unnecessary updates:

    • Use ISCHANGED(Industry) to run the Flow only when Industry changes.
    • Set the entry criteria to run only when the record meets the required conditions.
    • Update only related records that actually need changes.
    • Avoid updating the same Account again unless required.
    • Check whether any other Flows or Apex Triggers could update the Account again.
    • Use one Update Records element for matching records instead of updating records individually in a loop.

    Real-Time Example:

    If an Account's Industry changes from Banking to Healthcare, the Flow can automatically update a custom Industry field on all related Contacts.

    Useful Salesforce Documentation:

    My suggestion: Use an After-Save Flow with change detection and filtered updates. This helps avoid unnecessary execution and reduces the risk of recursion.

    Hope this helps!

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