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Automate Your Business Processes
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            Draft a Flow with AI

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            3. Automate Your Business Processes

            Draft a Flow with AI

            Build your flow faster and easier by letting AI help you get started.

            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.
            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

            To enable AI-drafted flows and summaries, turn on Generative AI in Setup, and verify that Data 360 is provisioned and enabled in your org.

            .

            Note
            Note AI for Flow creates record-triggered, schedule-triggered, external system change-triggered flows, and flows that use connectors as actions. Creating external system change-triggered flows and flows that use connectors as actions requires specific MuleSoft for Flow user permissions and licenses. See Create MuleSoft for Flow: Integration Flows with Agentforce.
            1. From the Flows section in Setup, click New Flow, or from the Automation app, click New.
            2. In the Let AI Help You Build section, click Get Started.
            3. Write instructions in one of these ways.
              • To write instructions from scratch, describe what you want to automate in the Instructions field.
              • To get started with sample instructions, expand Get Started with Sample Instructions and select a sample. The sample instructions are automatically entered into the Instructions field. Modify the instructions as needed.
              • To build flows triggered by external system changes or flows that use connectors as actions, create a connection to the external system and then create MuleSoft for Flow: Integration Flows with Agentforce.
            4. Click Create Draft Flow.
            5. Click Draft with AI.
            6. Check the draft flow for accuracy and safety.
            7. To provide feedback in the panel, click thumbs up or thumbs down.
            8. If the flow doesn’t meet your needs, take one of these actions.
              • Modify the flow.
              • Click Edit Instructions and modify your instructions. Then, click Create to create a flow with your updated instructions.
              • Try again in a new window by clicking Start Over in the

                AI panel.

            9. Save your work.
            10. When the flow meets your needs:
              1. Debug and test the flow.
              2. Activate the flow.

            See Also

             
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