Loading
Prepare for Email to Become the Default Login ExperienceRead More
Automate Your Business Processes with Salesforce Flow
Accelerate Integrations with Templates and AI Pre-Built Flows

You are here:

  1. Salesforce Help
  2. Docs
  3. Automate Your Business Processes

Accelerate Integrations with Templates and AI Pre-Built Flows

Use a MuleSoft for Flow: Integration template to configure connectors or use AI pre-built flows to build your flow logic. These tools eliminate starting from scratch, so you can accelerate integration and customize automation for your business.

Required Editions

Available in: Lightning Experience
View supported editions.
This feature requires the MuleSoft for Flow: Integration add-on. Exceptions are segment-triggered flows, activation-triggered flows, and broadcast flows, which don't require the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase an add-on, contact your Salesforce account executive.
MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive.
User Permissions Needed
To create, view, edit, and delete MuleSoft for Flow: Integration connections: Manage Integration Connections
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
To create and edit External System Change-Triggered flows in the Automation app, regardless of sharing settings:

Manage Flow

OR

Create or Edit Flows

AND

  • View Flows
  • View All Non-Admin Flows
To create and edit External System Change-Triggered flows owned by or shared with you with Read/Write access in the Automation app:

Create or Edit Flows

AND

View Flows
To use MuleSoft for Flow: Integration templates:

Create or Edit Flows

OR

View Flows
To use MuleSoft for Flow: Integration templates as a non-System Admin: App Framework Manage Template
Note
Note You can edit or delete connections only in the Automation app.

To make this app available to anyone with the permission to use it, select the Enable the Automation Lightning App process automation setting. To view connection version information, activate at least one connection.

Use Available MuleSoft for Flow: Integration Templates

You can browse templates directly from the Automation app or view available templates in the Triggered Automations section.

  1. Open the Automation app.
  2. Choose how to access the flow templates.

    • Select the Integrations tab and select a connector from the Get Started with Connectors section.

    • Select the Flows tab, then click New, and then click Triggered Automations.

  3. Review the available templates for that connector.
    You can now use a template to create a flow that uses a connector as a trigger or as an action.

Use an AI Pre-Built Flow

Prerequisites

To use Agentforce in MuleSoft for Flow: Integration, complete these steps:

  • Turn on generative AI in Setup.
  • Verify that your org has Data 360 provisioned and enabled.
  • Turn on Agentforce flow automation (Beta) in Process Automation Settings.

Considerations

This feature doesn't consume generative AI credits. For more information, see Agentforce and Generative AI Usage and Billing.

AI Pre-Built Flows use Agentforce to generate automations based on curated prompts.

  1. Open the Automation app and select the Integrations tab.
  2. Select a connector.
  3. In the AI Pre-Built Flows section, select a template.
    Tip
    Tip

    Review the flow name, description, and notes. To find a flow, search or filter the list.

  4. In the Configure Automation wizard, for each required connector, select an existing connection or click New Connection.
    Note
    Note The system then passes this context to Agentforce, which dynamically generates the flow on the Flow Builder canvas.
  5. Review the generated steps in Flow Builder. If errors or warnings appear in the left pane, correct them before proceeding.
  6. Test and validate the flow logic.
  7. Save and activate the flow.
 
Loading
Salesforce Help | Article