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            Evolve a Flow with Agentforce

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            Evolve a Flow with Agentforce

            Iteratively improve and modify existing flows using natural language with Agentforce. Update flows by adding, removing, or modifying elements through conversational prompts in the Agentforce panel.

            Required Editions

            Available in: Lightning Experience
            View supported editions.
            This feature requires the Foundations or Agentforce 1 editions. To purchase, contact your Salesforce account executive.
            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

            To enable flow evolution with Agentforce, verify that Data 360 is provisioned and enabled in your org and then turn on Generative AI in Setup.

            Note
            Note Flow evolution with Agentforce supports record-triggered, schedule-triggered flows, external system change-triggered flows, and flows that use connectors as actions. Creating and evolving external system change-triggered flows and flows that use connectors as actions requires specific MuleSoft for Flow user permissions and licenses. See Create MuleSoft for Flow: Integration Flows with Agentforce.

            Add new elements, update existing properties and conditions, remove outdated components, or enhance flows with fault paths and notifications.

            Flow evolution works with AI-generated flows, manually created flows, and previously saved flows, maintaining context throughout your modification session.

            1. Open the flow you want to modify in Flow Builder.
            2. Open the Agentforce panel if it's not already visible.
            3. In the Agentforce panel, describe the modification you want to make to your flow. Write clear, specific instructions about what you want to change. For example:
              • "Add a decision element to check if the opportunity stage is Closed Won"
              • "Update the email template used in the Send Email action"
              • "Remove the loop element that processes inactive accounts"
              • "Add a fault path to handle errors in the Create Records element"
            4. Submit your modification request.

              The flow is locked while Agentforce processes your request. You can't make manual modifications until the AI-generated changes are complete. Your modification request appears in the conversation history in the Agentforce panel.

            5. Review the modifications made to your flow.

              When processing is complete:

              • Modified elements are visually highlighted on the canvas
              • A flow comparison view shows the differences between the previous and current versions
              • The flow unlocks for further manual or AI-assisted modifications
            6. Test and validate your evolved flow.
              • Debug the flow to ensure the modifications work as expected.
              • Check each modified element for accuracy and proper configuration.
              • Save and activate the flow when you're satisfied with the changes.
             
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