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Automate Your Business Processes with Salesforce Flow
Summarize Flows with Agentforce (Beta)

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Summarize Flows with Agentforce (Beta)

Use Agentforce to summarize new flows, existing flows, and even flows that Agentforce helped you create. Generate summaries of varying lengths to understand what your flows are about and what they do. Agentforce summarizes flows in as much detail as you need. Add the flow summary to the flow description, so anyone can understand how the flow works.

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.
Note
Note Summarize a Flow with Agentforce is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.
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
Note
Note You don't need to be an admin to have the Manage Flow permission. Ask your admin to add it to your profile or permission set.

To enable Agentforce-drafted flows and summaries, complete these tasks:

  • Turn on Einstein generative AI in Setup.

  • Go to the Process Automation Settings page in Setup and select Agentforce flow automation (Beta).

You can also use Setup with Agentforce to work with flows more efficiently. For more information, see Setup with Agentforce and Flows in Setup with Agentforce.

Agentforce creates three types of summaries:

  • Short: The summary provides a brief description of what the flow does in one or two sentences and includes references to any subflows.
  • Standard: The summary provides a high-level overview of the flow. Standard summaries include information about modified objects and the subflows that the flow refers to.
  • Longer: The summary describes all the flow steps and includes the input and output variables, the objects that the flow changes, and the subflows that the flow refers to. This is the default summary type.

Summarize a Flow in Flow Builder

  1. Find the flow that you want to summarize and open it in Flow Builder.
  2. In the Agentforce panel, click Summarize Flow.

    If the Agentforce panel isn't visible, click the Agentforce icon in the menu bar. .

    Agentforce generates a Longer flow summary by default.

  3. To change the length of the generated summary, click Make Shorter or Make Longer, depending on the current summary type.

Add the Summary to a Flow Description

  1. To add the Agentforce-generated summary to the flow description, click Add to Description.
    If the flow has an existing description, you can update it with the summarized version.
  2. To update the flow description of a flow definition with the summarized version, first click The copy icon under the summarized flow, and then click The edit version icon. Paste the summarized version under Description and edit as needed.
  3. Click Done.

Summarize Subflows Referenced by Main Flows

The main flow summary provides a concise overview of the subflows in the context of the main flow. To generate a detailed summary of each subflow and add the summary to the subflow description, click the link to the subflow and summarize the subflow separately.

  1. Summarize the main flow that contains one or more subflows.
  2. Open the subflow reference in its own Flow Builder window.
  3. Click Summarize Flow.
 
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