Flow Types: Screen, Record-Triggered, and Scheduled
By the end of this lesson, you'll be able to:
- Distinguish Screen Flows, Record-Triggered Flows, and Scheduled Flows
- Choose the right Flow type for a given automation need
Prerequisites: What is Flow, and When to Use It
Screen Flows
Build a guided, multi-step UI wizard that collects input and takes action based on it — launched from a Lightning page, a custom button, or embedded in a Lightning Web Component. Good for guided data entry processes a user actively runs.
Record-Triggered and Scheduled Flows
Record-Triggered Flows run automatically in the background when a record is created, updated, or deleted — configured as before-save (fast field updates on the triggering record only) or after-save (can touch related records, send emails, and more). Scheduled Flows run on a recurring schedule against a batch of records matching criteria, useful for cleanup jobs or reminders that aren't tied to any specific save event.
A Record-Triggered Flow condition detecting a field transition
{!$Record.StageName} = "Closed Won" AND {!$Record__Prior.StageName} <> "Closed Won"Comparing the new value against $Record__Prior (the record's state before this save) is how a Record-Triggered Flow detects a specific field transition, not just any save.
Exercise
A company wants to send a reminder email to Opportunity owners every Monday for Opportunities with no activity in 14 days. Which Flow type fits, and why not a Record-Triggered Flow?
Show hint
Think about whether this automation is tied to a specific record being saved.
Flow Types: Screen, Record-Triggered, and Scheduled — Quick Check
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Summary
Screen Flows collect user input through a guided UI; Record-Triggered Flows run automatically when a record is created, updated, or deleted; Scheduled Flows run on a recurring time-based schedule — choosing the right type is the first design decision for any new automation.