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Automate Your Business Processes with Salesforce Flow
Work with Flow Approval Process Templates

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Work with Flow Approval Process Templates

Create a template based on an existing flow approval process or turn an existing flow approval process into a template. Then use the template as a starting point for creating other flow approval processes in Flow Builder. You can also distribute the template via a managed package so that subscribers can create flow approval processes based on it.

Required Editions

View supported editions for Flow Approval Processes.
User Permissions Needed
To open, edit, or create a flow approval process in Flow Builder: Manage Flow

Create a Flow Approval Process Template

Create a flow approval process template from an existing flow approval process.

  1. Open a flow approval process and click Save As New Version.
    The Save as window opens
    The Save as window for a flow approval process with advanced settings expanded.
    .
  2. Make sure that the flow approval process has a description.
    The description appears under the flow approval process template’s name in the New Automation window and gives users information about what your template does.
  3. Click Show Advanced.
  4. Select Template and click Save.

Make an Existing Flow Approval Process into a Template

When you have a flow approval process that you want to be used as a starting point for other flow approval processes, make it into a template. After you’ve saved it as a template, any changes that you make to it are automatically reflected in the template.

  1. Open a flow approval process and click The gear icon for flow approval process settings, and then click Show Advanced.
    The Edit version properties window opens.
    The Edit version properties window for a flow approval process with advanced settings expanded.
  2. Make sure that the flow approval process has a description.
    The description appears under the flow approval process template’s name in the New Automation window and gives users information about what your template does.
  3. Select Template and click Save.

Create an Editable Copy of a Flow Approval Process Template

Flow approval process templates appear in the New Automation window.

  1. Click Gear icon, and then select Setup.
  2. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  3. In the Flows window, click New Flow.
  4. In the New Automation window, enter the name of the template into the search box.
    The new flow approval process template appears under Templates in the New Automation window.
    The Select Template window showing the Process Simple Approval template when Approval with Flow Orchestration is selected.
  5. Select a template.
    A copy of the flow approval process template opens in Flow Builder for you to edit.
 
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