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Creating Flow Formulas with Einstein
Save time by using generative AI to build formulas in Flow Builder. Simply describe your formula and let Einstein figure out the functions and operators.
Required Editions
| Available in: Lightning Experience |
| View supported editions. |
| This feature requires the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. 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 |
Guidelines and Considerations for Creating Formulas with Einstein
Review our guidelines and considerations to get the best results when you’re using generative AI to create formulas.
Write a Clear Description of Your Formula
To get an accurate formula, provide Einstein with a detailed description. Review these example descriptions to get an idea of what type of information Einstein is looking for.
| Description | Formula |
|---|---|
Check to see if the {!NumberOfEmployees} field is
set to zero. |
BLANKVALUE(NumberOfEmployees, 0).. |
Check if {!$Event.EndDateTime} is earlier than
the current time |
{!$Event.EndDateTime} < NOW()
|
Check if {!$Opportunity.IsClosed} is open and
{!$Opportunity.Amount} is over $50,000. |
AND({!Opportunity.Amount} > 50000, {!Opportunity.IsClosed}
= false)
|
To get the most accurate formula, when including a resource in your description, use the resource menu to select the resource instead of writing it in manually. To select a resource from the resource menu, click Insert a resource….
Check Your Formula for Accuracy and Safety
Einstein needs a human in the loop to make sure a formula is set up correctly and doesn’t output problematic language. After your formula is created, review it for accuracy and safety, and check the syntax. Then, test it in your flow to make sure it works as expected.
If Your Formula Doesn’t Work, Try Again
Einstein can give a different result each time you click Create to create a formula. So, if your formula isn’t what you expect, try your description again to see if you can get a valid result. Otherwise, modify the formula, or start over with a new description.
Consideration
Formulas created by Einstein are available only in Flow Formula Builder. For example, they are not supported in Screen element input validation formulas.
Create a Start Element Criteria Formula with Einstein
Quickly add formula entry criteria to a Start element with Einstein generative AI.
Turn on Einstein generative AI in Setup. Then find and select Process Automation Settings, and enable formulas created by Einstein.
- In a flow, open the Start element.
- In the Set Entry Conditions section, for Condition Requirements, select Formula Evaluates to True.
-
In the formula builder, click
.
-
Describe the formula you want to create and click Create.
The formula appears in the area where you build a formula from scratch.
- Check the syntax and test the formula before activating the flow.
Create a Formula Resource with Einstein
Create a formula resource with ease by using Einstein generative AI to create the formula.
Turn on Einstein generative AI in Setup. ThenProcess Automation Settings, and enable formulas created by Einstein.
- In a flow, open the Toolbox and click New Resource.
- For Resource Type, select Formula.
-
In the formula builder, click .
-
Describe the formula you want to create and click Create.
The formula appears in the area where you build a formula from scratch.
- Check the syntax and test the formula before activating the flow.
