You are here:
Flow Builder Tour
Get to know the Flow Builder user interface.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: | Manage Flow |
Button Bar (1): Manage a flow as you build it.
- To copy multiple elements in auto-layout, click Select Elements,
then click
on each element that you want to select. To
copy all selected elements to the clipboard, click 
. To paste the elements you copied, click 
, and then select Paste Elements.
The Paste Elements option displays the number of elements you copied. For example, Paste 3
Elements. - To duplicate an element in free-form, select the element and click
. - To undo a change to your flow, click
. To redo a change, click 
. - To show or hide the Toolbox in auto-layout, click
. - To access the flow version’s properties, such as context and API version, click
. - Choose between Auto-Layout or Free-Form. Auto-Layout is the default for all new flows.
- If the flow has warnings or errors, the Show Warnings icon (
) or the
Show Errors icon (
) appears. To see details, click the icon. - To run the most recent save of the flow version that’s open, click Run. If the flow version contains Subflow elements, the active version of its referenced flow is executed. If the referenced flow has no active version, then the Subflow element runs the latest version of its referenced flow.
- Next to the Run button, you can see the version’s active or inactive status and when it was last saved.
- To test the flow that’s open, click View Tests, and then click Create. Set test parameters and assertions.
- To debug the most recent save of the flow version that’s open, click Debug. Define values for input variables, roll back changes so debugging doesn’t impact data, view debug details about how the flow runs, and use those details to troubleshoot errors.
- To make the current flow version available to your users, click Activate. Only one version of each flow can be active at a time.
- To save your flow, click Save, or to save it as a new version or a new flow, click Save As.
Toolbox (2): View and add resources.
- To create resources, or to view a list of all elements and resources and their details, use the Manager tab.
- To view resource and element details, such as type, outputs, usage, and incoming go to
connections, click
for the resource or element. - To add elements in free-form, use the Elements tab.
Canvas (3): Build a flow on the canvas.
As you add elements to the canvas, you can see a diagram of your flow.
Start Element (4): The Start element represents the start of a flow.
The flow executes the elements in order following the Start element. In Record-Triggered flows and Schedule-Triggered flows, configure the Start element to indicate when you want the flow to start running.
Elements (5): Elements are the building blocks of a flow.
- To add elements in auto-layout, click where you want the element and select an element from
the menu, such as Create Records or Update Records.
- To see an element’s description in an element menu in auto-layout, hover over
. - To add elements in free-form, in the Elements tab in the Toolbox, drag an element onto the canvas and connect it to the rest of the flow.
- To edit or see options for an element, click the element.
- To see an element's user-provided description on the canvas in auto-layout, hover over
next to the element. - To collapse the branching paths of an element, click
next to the
element's name. - To expand the branching paths of a collapsed element, click
next to the
element's name.
Zoom Button Bar (6): Use this button bar to zoom in and out of a flow.
Did this article solve your issue?
Let us know so we can improve!
