Account — automation map

Business Process Map — Account

20 Flow(s) involved · 3 Apex trigger(s). Shows automation that either triggers on Account changes OR mutates Account records from elsewhere.

Diagram

Triggers on this object

Apex triggers

Name	Events	Namespace
AccountTrigger	before insert, before update, before delete, after insert, after update, after delete, after undelete	FinServ
dlrs_AccountTrigger	before insert, before update, before delete, after insert, after update, after delete, after undelete	(custom)
Account	before insert, before update, before delete, after insert, after update	acl

Record-triggered Flows

Flow	Trigger	Filter	Creates Tasks	Updates Objects
[Account	Cascade HH Account Owner Change](../flows/Account___Cascade_HH_Account_Owner_Change.md)	Update	AND: OwnerId IsChanged ‘null’, RecordTypeId EqualTo ‘0120o000001OMs3AAG’	—
[Account	Update Account Owner on Create](../flows/Account___Update_Account_Owner_on_Create.md)	Create	(1 OR 2 OR 3 OR 4) AND 5: RecordTypeId EqualTo ‘012Mn000000cGrmIAE’, RecordTypeId EqualTo ‘0120o000001TZPMAA4’, RecordTypeId EqualTo ‘0120o000001OMs4A	—
[Household	Status Cascade to Related Accounts & Contacts](../flows/Household___Status_Cascade_to_Related_Accounts___Contacts.md)	CreateAndUpdate	AND: FinServ__Status__c IsChanged ‘null’	—
[Individual	Contact Address Update](../flows/Individual___Contact_Address_Update.md)	CreateAndUpdate	AND: IsPersonAccount EqualTo ‘null’	—
[Individual	Create Household (On Lead Conversion)](../flows/Individual___Create_Household__On_Lead_Conversion_.md)	Create	AND: IsPersonAccount EqualTo ‘null’	—
[Individual	Primary Contact Details Cascade to Household and Entities](../flows/Individual___Primary_Contact_Details_Cascade_to_Household_and_Entities.md)	Update	AND: IsPersonAccount EqualTo ‘null’	—
[Person	Cascade Account Status to Contact Status](../flows/Person___Cascade_Account_Status_to_Contact_Status.md)	CreateAndUpdate	AND: FinServ__Status__c IsChanged ‘null’, Account_Type__c EqualTo ‘Individual’	—
Team Member Name Assignment	CreateAndUpdate	—	—	—
Test	AutoLaunchedFlow	AND: Next_Review_Date_PC__pc IsNull ‘null’	—	—
WM_RTF_Account_Before_Creation	Create	AND: Original_Advisor__c IsNull ‘null’	—	—
WM_SHF_Account_Automated Review Process Initiator	AutoLaunchedFlow	1 AND 2 AND 3 AND ( 4 OR 5 OR 6): Annual_Advice_Agreement__c IsNull ‘null’, AccountRecordTypeNameFilter__c EqualTo ‘Household’, FinServ__Status__c Equ	—	—
WORKATO Set No Sync Timestamp	AutoLaunchedFlow	OR: AccountRecordTypeName__c EqualTo ‘Entity’, AccountRecordTypeName__c EqualTo ‘Individual’, AccountRecordTypeName__c EqualTo ‘Household’	—	—

Flows that mutate this object from elsewhere

Flow	Triggered by	Action on this object
Add Fact Find	Flow	creates, updates
Create New Paraplanning Request	Flow	updates
Household and Relationship Creation on Lead Convert	AutoLaunchedFlow	creates
PWG: Convert Lead	Lead	creates, updates
Update Next Review Event Meeting Date On HH	Event	updates
WM_MF_Revenue_After_CreateUpdate	FinServ__Revenue__c	updates
WM_RTF_Business_Referral_Lead	Lead	updates
WM_SF_Account_Ownership_Transfer	Flow	updates