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Automate Your Business Processes
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            Get Started with Flows

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            Get Started with Flows

            Whether you’re new to automation or a seasoned expert, when you’re automating a task, you have a business problem to solve. And after you solve it, you must measure success and maintain the solution. If you’re looking to create an automation with Flow Builder, this section helps you get started with information, resources, and feature content.

            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
            • Get Started Automating a Business Task with a Flow
              Plan your automation carefully to ensure a successful solution. Whether building traditional flows or using AI agents, define clear goals and specific instructions before you start. Identify business challenges and their root causes to determine which automation approach best solves your process issues.
            • Flow Builder Examples Library
              Browse Flow Builder examples organized by common jobs to be done. Each example includes a link to the full topic and a short description. Some examples appear in more than one category, but are only listed once per category.
            • Plan for Success with Flow Builder Best Practices
              Before you build and distribute flows, plan your approach. To minimize errors and rework, follow these Flow Builder guidelines.
            • Jump Start Your Org with Flow Projects
              Create custom data models and build flows that work together to streamline complex business processes and optionally adapt the project for your business need.
             
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