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  • Login to org using your credentials.

  • Click on Setup(Gear Icon).

  • In Quick Find Box, Type Flow. Select Flows under Process Automation.

  • Click on “New Flow” Button in order to create a Flow.

  • Choose “Record-Triggered Flow” and Click Next.

  • Choose Freeform as Layout option.

  • Select the Object on which flow is to be written and also the condition for triggering the flow as per requirement.

  • Set Entry Condition as per requirement.

  • Choose Actions and Relate Records options under Optimize the Flow Option.

  • Choose Create Records option under Elements section in Toolbox and it choose Object as SMS Message and set it’s Record fields as following:-

    • Lead__c->Record Id

    • RecordTpeId->Enter the Record Type Id

    • Customer’s Phone-> Phone field on Object Record.

    • Message Type-> SMS

    • Text Message->Enter the Text Message

    • User First Name->User First Name

    • User Last Name-> User Last Name

    • User Phone-> User Phone

  • The final Connected flow will be as following:-

  • After completing the flow, Save the flow and Activate it.

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