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Automate Tasks with Flows
Automation can help your company reduce repetitive tasks, increase speed and accuracy, and do more with less. With Flow Builder, create simple or complex automations, forms, and guided user experiences with little to no code. Then, add what you create to the Salesforce org, experience, or portal where you need it.
Where to Start
Use this roadmap to learn how to create, test, deploy, and manage flows. If you're new to flows, follow the steps from start to finish. If you already know the basics, jump to the step that matches what you're working on.
| stage | What You Learn |
|---|---|
| 1. About Flows and Flow Builder | What flows are, which editions support Flow Builder, key terminology, and a tour of the Flow Builder interface and keyboard shortcuts. |
| 2. Get Started with Flows | How to pick the right task to automate, starter examples and guided projects, and best practices for planning a flow before you build it. |
| 3. Designing Flows | How to choose a flow type and trigger, understand building blocks, and apply design patterns for schedule, record, segment, Data Cloud, automation event, and external system change triggers. |
| 4. Build a Flow | How to add and configure elements, define conditions and formulas, save drafts, route logic with connectors, handle errors, work with data, send emails, and build screen flows and integrations with external systems. |
| 5. Testing Your Flow Before Activation | How to debug a flow, run automated tests for record-triggered and autolaunched flows, interpret test results, and use Agentforce to troubleshoot flow errors. |
| 6. Activate and Deploy a Flow | How to activate a flow, configure security and runtime behavior, make flows available to internal users, external users, and external systems via REST API or Apex, and deploy flows to other orgs. |
| 7. Managing and Monitoring Flows | How to monitor flow interviews, review usage and version history, compare versions, view on-canvas element analytics, and log flow run metrics persistently to Data Cloud. |
| 8. Troubleshooting Flow Run Time Errors | How to diagnose and fix common runtime errors, including missing required fields, CPU limit violations, URL issues, and transient error retries. |
| 9. Flow Limits and Considerations | Usage-based entitlements, org-wide and per-transaction limits, Flow Builder behaviors, Salesforce data and feature constraints, MuleSoft for Flow limits, runtime considerations, and packaging and change set requirements. |
| 10. Flow Reference | Technical reference for flow connectors, third-party connectors, resources, elements, actions, screen components, events, operators, and flow properties. |
IN THIS SECTION
- About Flows and Flow Builder
Using Flow Builder to automate routine tasks, like creating follow-up tasks, sending reminder emails, or updating records, makes work more efficient and productive so employees can focus on more strategic work. - Get Started with Flows
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. - Designing Flows
After you know the business problem you’re trying to solve with task automation, have identified the functional requirements for the flow, and have a distribution plan, it’s time to design the solution so it can be built using Flow Builder. - Build a Flow
After you model the process that you want to automate, design and build the flow in Flow Builder. - Testing Your Flow Before Activation
Testing your flow before activation is essential to make sure it works as expected and handles all possible scenarios. Thorough testing helps you catch errors early, improve user experience, and prevent data issues after activation. To test your flow, use sample data and different scenarios in the Flow Builder debugger. We recommend testing in a sandbox to ensure your real records don't get changed. - Distribute a Flow
After you’ve designed and tested your flow, it’s time to put it to work! Flows can be run in several ways, depending on who the flow is designed for. Internal users, external users, or systems can run a flow, or a flow can be deployed for another organization. - Managing and Monitoring Flows
Monitor your org’s usage of flows and processes. See a list of paused interviews and scheduled actions from processes. Control who can view and how they view monitoring information for flows and processes. - Troubleshooting Flow Run Time Errors
Learn how to troubleshoot and resolve flow errors and unexpected behavior in your flows that occur after activation. Interpret error emails, and use best practices to identify and resolve issues quickly. - Flow Limits and Considerations
When designing, managing, and running flows, consider the permissions, use limits, and data issues. - Flow Reference
Bookmark this page for quick access to information about flow elements, resources, events, and more.
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