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Example Instructions for Drafting Flows with AI
Use AI for Flow to create accurate draft flows by providing clear, detailed instructions about your requirements. Base your instructions on example patterns that describe when the flow starts and what actions it should take.
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. |
Find a flow outcome that aligns with your goal and craft your instructions using the example instructions as a guide.
| What You Want to Automate | When the Flow Starts | What the Flow Does | Example instructions |
|---|---|---|---|
| When a new lead comes in, create a task to remind the owner to call the lead in the next week. | When a record is created (a record-triggered flow) | Creates a record | Create a flow that starts when a lead is created and creates a task for the lead owner. The subject of the task is “Call new lead by next week.” |
| Send an email to an account owner anytime a contact is added to their account. | When a record is created (a record-triggered flow) | Sends an email | Create a flow that sends an email notification to the account owner any time a new contact is added to the account. |
| When an account owner is changed, update the owner of all related opportunities and contacts. | When a record is updated (a record-triggered flow) | Updates multiple related records | Create a flow that starts when an account owner is changed and automatically updates all an account’s opportunities and contacts. |
| If the Status field of an applicant record has been left blank, update the field to New. | When a record is created or updated (a record-triggered flow) | Uses a custom object and a custom field, updates a record that meets the criteria | Create a flow that starts when an applicant record is created. If the applicant Status field is empty, set it to New. |
| Every day, find contacts that have a missing phone number and update their description with a reminder to get the phone number at the next meeting. | On a specified day and time (a schedule-triggered flow) | Updates records that meet the criteria | Create a flow that runs every day at 8:00 AM and finds contacts with a blank Phone Number field and updates the description field to say "Get the contact's phone number at the next meeting." |
| Each Wednesday, find opportunities that haven’t been updated in the last 30 days and send an email to their owners to remind them to update their opportunities. | On a specified day and time (a schedule-triggered flow) | Sends an email to a group of recipients | Create a flow that runs every Wednesday at 10:00 AM. The flow finds all opportunities that were created within the last 14 days and updates the Opportunity Next Step field to Assign Executive Sponsor. |
| Collect information in a form and use that information to create a lead. | When a user clicks a button on a screen (a screen flow) | Creates a record by using information from a form | Create a flow that has a screen and collects a first name, last name, and email address. Then, the flow creates a lead with the information collected on the screen. |
| Display a screen that shows support agents their open cases and allows them to upload a file to all those cases. | When a user clicks a button on a screen (a screen flow) | Shows information on a screen and allows user interaction | Create a screen flow that looks up and displays all open cases and allows a support agent to select a case and upload an image file as a file attachment. |
| Create a corresponding case in Salesforce when a user creates a ticket in Zendesk. | When a new ticket is created in Zendesk. | The flow runs on a 5-minute schedule and checks Zendesk for new tickets using the my_zendeskconnection connector. For each new Zendesk ticket, the flow creates a case in Salesforce. Zendesk Description maps to the Salesforce Case Description, and Zendesk Ticket ID maps to the Salesforce custom field Cust_Zendesk_Ticket_Id. | When a user creates a ticket in Zendesk, create a case in Salesforce. Set the polling frequency for the trigger to 5 minutes. Map the Zendesk Description field to the Salesforce Case description field, and update the Salesforce custom field Cust_Zendesk_Ticket_Id with the Zendesk ticket ID. Use the my_zendeskconnection for the Zendesk connector. |
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