FinServ__FinancialAccountTransaction__c — automation map

Business Process Map — FinServ__FinancialAccountTransaction__c

2 Flow(s) involved · 0 Apex trigger(s). Shows automation that either triggers on FinServ__FinancialAccountTransaction__c changes OR mutates FinServ__FinancialAccountTransaction__c records from elsewhere.

Diagram

Triggers on this object

Apex triggers

None.

Record-triggered Flows

Flow	Trigger	Filter	Creates Tasks	Updates Objects
Partners Private: Close Won Linked Opportunity	Create	AND: Security_Link__c NotEqualTo ”, Financial_Holding__c NotEqualTo ”, FinServ__TransactionSubtype__c EqualTo ‘Allocate’, FinServ__FinancialAccount_	—	Opportunity
Partners Private: Transactions and Holding Account Creation	CreateAndUpdate	AND: FinServ__FinancialAccount__c NotEqualTo ”, Security_Link__c IsNull ‘null’, Security_Link__c NotEqualTo ”	—	Opportunity

Flows that mutate this object from elsewhere

None.