Automate your custom workflow by automatic executing a flow when a record is created or updated
This article will guide you through the steps on how to use a feature that allows you to run a flow after a record creation/update. This feature is especially useful when you have a custom workflow to automate.
One common scenario is when you have a related object to the contact object and you want to prefill the values after a contact is created. We'll use this as an example to demonstrate how to write this object after a contact is created.
Requirements


Flow with your custom workflow. In this case, we will define the code value and create a new record associated with a contact.

Setup
- Go to PipeLaunch Settings > Chrome Extension
- Select your object (in this case we will use the Contact object)
- Add a New Flow


- Enable the Automatic Execution and check the action On Save
- Click Save
How to use
- Open LinkedIn and add a new Contact

- Click Save
- After the record is created, the flow is automatically loaded

- Define the flow values

- The flow is closed after the execution and a new record is created 🎇

Troubleshooting
This feature can get stuck on an infinite loading screen in several ways, all related to Salesforce being unable to establish a connection to our servers from your local machine:
- because of your browser cookies preferences and local software setup
- because of your Salesforce CORS and trusted websites preferences
- because of your local IP or regional network restriction
Browser preferences and local software
- Top advice: Go to chrome://settings/cookies and make sure that the option "Block third-party cookies" is turned off
- Make sure to confirm that both chrome://flags/#same-site-by-default-cookies and chrome://flags/#cookies-without-same-site-must-be-secure are disabled
- Any ad blocker must be turned off (especially free ones AdBlock, uBlock, Privacy Badger)
- Please keep in mind that corporate antivirus/security software intercepting and blocking data might potentially have a false alarm for .salesforce.com JS files which are required to be downloaded (temporarily) to use the feature
CORS
CORS issue can be easily discarded by visiting Setup -> Security -> CORS in Salesforce
Having installed PipeLaunch Salesforce package, you already automatically setup everything. You should see these allowed domains:
https://api-ce.pipelaunch.com
https://api.pipelaunch.com
https://plce.pipelaunch.com
Local IP or regional network restrictions
- if you use a corporate laptop or Chrome browser account controlled by your organization,
BlockExternalExtensionspolicy must be off and there should be no domain restrictions for PipeLaunch (see the list of approved domains above); - if you are working in a corporate workplace or under a corporate VPN, it is highly advised to consult someone from your organization about IP, regional restrictions and corporate firewall. Our servers run on AWS eu-central-1 (Germany, Frankfurt)
If none of the above proved to be useful, feel free to reach out to us via help@pipelaunch.com. However, it is crucially important for you to attach a screenshot of your browser console (F12 or right mouse click -> inspect )

Updated on: 11/02/2026
