FinServ__FinancialAccount__c — automation map

Business Process Map — FinServ__FinancialAccount__c

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

Diagram

Triggers on this object

Apex triggers

Name	Events	Namespace
FinancialAccountTrigger	before insert, before update, before delete, after insert, after update, after delete	FinServ
FinancialAccountCloneTrigger	before insert	(custom)
FinancialAccountCustomTrigger	before update, before delete, after insert, after update	(custom)

Record-triggered Flows

Flow	Trigger	Filter	Creates Tasks	Updates Objects
Insurance Clone Update Field	Create	AND: RecordTypeId EqualTo ‘Insurance Policy’, Policy_Record__c IsNull ‘null’	—	—
VIP Financial Account Update	CreateAndUpdate	—	—	—

Flows that mutate this object from elsewhere

Flow	Triggered by	Action on this object
Add Fact Find	Flow	creates
PWG: Convert Lead	Lead	creates