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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.
Send Emails
Learn more about how to send an email from a flow in Sending Emails from a Flow.
- Flow Example: Send an Email from a Flow — Use the Send Email action to send an email to a new contact automatically when a record is created.
- Flow Example: Send an Email Using an Existing Email Template — Use an existing email template to send a follow-up email to a new contact based on a case.
- Flow Example: Send an Email Using a Text Template Flow Resource — Send an email to your customers each time their order status changes.
- Flow Example: Send an Email from a Flow with an Attachment — Send an email with a file attachment stored in Salesforce.
- Flow Example: Create a Sales Email Template-Triggered Prompt Flow — Use a sales email prompt template to automatically gather and present relevant events for your contacts.
- Flow Example: Send and Log Your Email — Use the Send Email action to send and log an email to a contact.
Create or Update Records
- Flow Example: Use an Online Form to Create a Record — Use a screen flow to collect information about a new opportunity and then automatically create an opportunity record.
- Flow Example: Update Records and Send Reminders — Update records and send reminder notifications in a flow.
- Flow Example: Simultaneously Update Fields in Multiple Records — Update fields in multiple records by reassigning account ownership based on business rules.
- Flow Example: Create Multiple Records with a Repeater Screen Component — Use the repeater component to collect multiple sets of information in a screen flow.
Collect or Display Information
- Flow Example: Use an Online Form to Create a Record — Use a screen flow to collect information about a new opportunity and then automatically create an opportunity record.
- Flow Example: Send an Email from a Flow with an Attachment — Send an email with a file attachment stored in Salesforce.
- Flow Example: Calculate a Discount With a Reactive Formula — Use a screen flow to display a list of opportunities and calculate discounts in real time.
- Flow Example: Show Screen Flow Stages in a Progress Indicator — Use a screen flow to show your customers where they are in an order process and how much further they have to go
- Flow Example: Get Records in a Screen Element with an Automatically Triggered Screen Action — Add a screen action to collect or display information in a flow.
- Flow Example: Create Multiple Records with a Repeater Screen Component — Use the repeater component to collect multiple sets of information in a screen flow.
- Flow Example: Retrieve Opportunities for a Selected Account — Display a list of opportunities for an account selected by the user.
Connect to External Systems
- Flow Example: Manage Inventory in an External System with the HTTP Callout Action — Review inventory and make an HTTP callout to your supplier's API to place orders when inventory is low.
- Flow Example: Create Salesforce Records After an External System Change — Create records in Salesforce after records are created in an external system, such as NetSuite.
- Flow Example: Take Action in an External System When a Salesforce Record Changes — Create a sales order in an external system, such as NetSuite, after an order is created or updated in Salesforce.
Schedule Tasks
- Flow Example: Update Records and Send Reminders — Update records and send reminder notifications in a flow.
Wait Until Something Happens
- Flow Example: Create Tasks After Waiting for a Platform Event — Automate supply ordering by pausing your flow until a platform event confirms shipment, then create a follow-up installation task for the next day.
- Flow Example: Wait for a Single Event — Configure a flow to wait for a single event before proceeding.
- Flow Example: Send Reminders After Waiting for an Event — Use a loop to send multiple reminders after waiting for several time-based events.
- Flow Example: Send Reminders After Waiting for One of Several Possible Events — Wait for one of a series of events to occur and then send a reminder.
Debug Flows
- Flow Example: Debug a Screen Flow — Debug a screen flow that uses a registration form to create a contact for each policy beneficiary.
- Flow Example: Debug a Template-Triggered Prompt Flow — Debug a prompt flow that integrates with a prompt template that generates a list of events.
Display Stages or Progress
- Flow Example: Use a Progress Indicator for Stages — Show users their progress through stages in a flow.
Work with Prompt Flows and Templates
- Flow Example: Create a Reusable Template-Triggered Prompt Flow — Create reusable prompt templates for flows.
- Flow Example: Debug a Template-Triggered Prompt Flow — Debug a prompt flow that integrates with a prompt template that generates a list of events.
- Flow Example: Generate a Summary of Records with a Template-Triggered Prompt Flow — Display a list of opportunities for an account selected by the user.
- Flow Example: Create a Sales Email Template-Triggered Prompt Flow — Use a sales email prompt template to automatically gather and present relevant events for your contacts.
- Flow Example: Create Event Invites with a Subflow in Prompt Flow — Use a referenced flow to create meeting invites for each marketing event generated by a sales email template-triggered prompt flow.
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