---
schema_version: "1"
id: 9637ab3ae632edb22052a5480a40d0f155ff3b859886f3d2ce8480db348fe0fe
title: Working with the Triggering Record in Record-Triggered Flows
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_flow_build_triggering_record.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_triggering_record.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f66e2d1d32290c046f23bec8b0a62d399c33f3daf5feb196e69b27a0318bb3d7
description: When a record triggers your flow to run, Salesforce automatically stores that record's information in the triggering record variable. This variable gives your flow instant access to all the field values from the record that triggered the flow. You can read the field values, check them, and change them.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Working with the Triggering Record in Record-Triggered Flows

When a record triggers your flow to run, Salesforce automatically stores that record's information in the triggering record variable. This variable gives your flow instant access to all the field values from the record that triggered the flow. You can read the field values, check them, and change them.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr></tbody></table>

## Where to Find the Triggering Record

The Triggering {Record} `$Record` variable is available only in record-triggered flows and schedule-triggered flows. If you're building a different type of flow, such as a screen flow or autolaunched flow, you don't see Triggering {Record} `$Record` because there's no triggering record for those flow types. In those cases, use a Get Records element to get the records you want to work with.

When configuring elements or resources in a record-triggered flow, the resource menu lists the triggering record.

The record variable's API name is $Record, and the label is Triggering {Record}, where {Record} is the object of the record. For example, Triggering Contact. So, for this example, in the resource menu, you see **Triggering Contact**. To use the full record as a value click **Triggering Contact**. To use a field value on the Triggering Contact, click **Triggering Contact** and then the field.

## What Makes the Triggering Record Special

The Triggering {Record} or `$Record` variable is a special type of record variable that Salesforce creates and populates automatically when a record-triggered flow runs. It contains all the field values from the triggering record. For example, you can access the Account Name, Phone, Website, or any other field through `$Record`.

## How to Use Triggering {Record}

You can reference `$Record` throughout your flow to access the triggering record's field values. Here are some examples of how to use `$Record`:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d85219e114">Use case</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d85219e117">Example</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Use case" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e114 ">Read field values to decide the flow path</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e117 ">Use a Decision element to check if <code>Triggering Account &gt; Annual
                  Revenue</code> is greater than 1000000, then route high-value accounts down a
              different path in your flow.</td>

          </tr>
          <tr class="">
            <td data-label="Use case" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e114 ">Update field values directly in before-save flows</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e117 ">In before-save flows, use an Assignment element to change values in
              <code>Triggering {Record}</code>. For example, set <code>Triggering Quote &gt;
                  Status</code> to <strong class="uicontrol">Approved</strong> and Salesforce automatically
              saves that change to the database.
            </td>

          </tr>
          <tr class="">
            <td data-label="Use case" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e114 ">Update field values in after-save flows</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e117 ">In after-save flows, use an Update Records element to change values in
              <code>Triggering {Record}</code>. For example, For How to Find Records to
              Update and Set Their Values, select <strong class="uicontrol">Use the account record that triggered
                the flow</strong>. Then set <strong class="uicontrol">Status</strong> to
              <strong class="uicontrol">Approved</strong>.
            </td>

          </tr>
          <tr class="">
            <td data-label="Use case" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e114 ">Enforce data quality rules</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e117 ">
              <p>When you create an opportunity, check whether <code>Triggering Opportunity &gt;
                    Amount</code> is greater than $50,000. If it is, automatically set
                <code>Triggering Opportunity &gt; Priority</code> to <strong class="uicontrol">High
                </strong> without needing to save the record again.
              </p>
              <p style="margin-bottom:0;">When you save a contact, check if <code>Triggering Contact &gt; Email</code> is
                blank but <code>Triggering Contact &gt; Phone</code> has a value. Automatically
                set <code>Triggering Contact &gt; Preferred Contact Method</code> to
                <strong class="uicontrol">Phone</strong>.
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Use case" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e114 ">Smart field population</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e117 ">When you create a lead, check if <code>$Record &gt; Company</code> contains
              certain keywords. If it matches your existing account names, automatically populate
              <code>$Record &gt; Lead Source</code> to Existing Customer.
            </td>

          </tr>
          <tr class="">
            <td data-label="Use case" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e114 ">Copy values to other records</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e117 ">Reference <code>Triggering Case &gt; Owner ID</code> when creating related
              records to make sure that they have the same owner as the triggering record.</td>

          </tr>
          <tr class="">
            <td data-label="Use case" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e114 ">Create related records with context</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e117 ">When you create a case with <code>$Record &gt; Priority</code> set to
              Critical, automatically create a Task assigned to the manager and include
              <code>$Record &gt; Case Number</code> and <code>$Record &gt; Subject</code> in
              the Task description.
            </td>

          </tr>
          <tr class="">
            <td data-label="Use case" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e114 ">Send personalized notifications</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e117 ">When you update a custom order record, send an email to the customer that
              includes <code>$Record &gt; Order Number</code>, <code>$Record &gt; Status</code>,
              and <code>$Record &gt; Expected Delivery Date</code> so they know exactly what
              changed.</td>

          </tr>
          <tr class="">
            <td data-label="Use case" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e114 ">Use values in formulas and calculations</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d85219e117 ">Calculate a discount based on <code>Triggering Order &gt; Total Amount</code>
              or concatenate <code>Triggering Contact &gt; First Name</code> and
              <code>Triggering Contact &gt; Last Name</code> to create a full name.
            </td>

          </tr>
        </tbody>
      </table>