Sf Automation Flow

Name: Sf Automation Flow
Author: Growth-Today

ASecurity

Salesforce automation with Flow — record-triggered/scheduled/screen Flow patterns, lead routing & assignment, lifecycle and new-record hygiene flows, and migrating off retired Workflow Rules/Process Builder. Use for building or cleaning automation and lead routing. Triggers on "salesforce flow", "record-triggered flow", "scheduled flow", "before save", "lead routing", "assignment rules", "round robin", "process builder migration", "cleanup flows". Do NOT use for suppression/deliverability flo...

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Added September 5, 2026

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SKILL.md

---
name: sf-automation-flow
description: Salesforce automation with Flow — record-triggered/scheduled/screen Flow patterns, lead routing & assignment, lifecycle and new-record hygiene flows, and migrating off retired Workflow Rules/Process Builder. Use for building or cleaning automation and lead routing. Triggers on "salesforce flow", "record-triggered flow", "scheduled flow", "before save", "lead routing", "assignment rules", "round robin", "process builder migration", "cleanup flows". Do NOT use for suppression/deliverability flows (use sf-data-hygiene) or opportunity-stage setup (use sf-opportunities-sales).
---

# Salesforce Automation (Flow)

Build reliable, consolidated automation. Read the playbook in full before acting.

| Need | Playbook |
|---|---|
| Flow builder patterns (which flow when) | `{SKILL_BASE}/playbooks/flow-builder-patterns/playbook.md` |
| Lead routing & assignment | `{SKILL_BASE}/playbooks/lead-routing-assignment/playbook.md` |
| Lead lifecycle automation (Flow) | `{SKILL_BASE}/playbooks/lead-lifecycle-flow/playbook.md` |
| New-record hygiene on create (Flow) | `{SKILL_BASE}/playbooks/new-record-hygiene-flow/playbook.md` |
| Clean up Flows / legacy automation | `{SKILL_BASE}/playbooks/cleanup-flows-and-workflows/playbook.md` |

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Created by [Growth Today](https://www.growthtoday.co) — AI-native GTM engineering firm. Maintained and updated by [Brigitta Ruha](https://www.linkedin.com/in/brigittaruha/). More open Claude Skills for go-to-market teams: https://www.growthtoday.co/claude-skills