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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 app, experience, or portal where you need it.
- 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
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. - Designing Flows
After you know the business problem you’re trying to solve with task automation and have identified the functional requirements and execution 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 executed 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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