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            Drafting Flows with AI

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            Drafting Flows with AI

            Save time by describing what you want to automate and letting AI draft a flow and get you started with your automation.

            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.

            To use AI for Flow, turn on Einstein Generative AI in Setup, and verify that Data 360 is provisioned and enabled in your org.

            • Best Practices for Drafting Flows with AI
              Get the best results when using AI to build draft flows.
            • 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.
            • Draft a Flow with AI
              Build your flow faster and easier by letting AI help you get started.
            • Summarize Flows with AI
              Use AI to summarize new flows, existing flows, and even flows that AI helped you create. Generate summaries of varying lengths to understand what your flows are about and what they do. AI summarizes flows in as much detail as you need. Add the flow summary to the flow description, so anyone can understand how the flow works.
            • Evolve a Flow with Agentforce
              Iteratively improve and modify existing flows using natural language with Agentforce. Update flows by adding, removing, or modifying elements through conversational prompts in the Agentforce panel.
            • Considerations for AI-Drafted Flows and Formulas
              Supported functionality, usage requirements, and important limitations when using AI to draft flows and formulas.
            • Global Model Data Opt-In and Opt-Out for Flows Created by AI
              AI intelligence is built on data. The more data AI has, the more powerful the resulting predictions. Most companies don’t have enough data to build their own models. To give you more meaningful generative AI, Salesforce builds global generative models that generate and edit flows and answer flow-related questions. To protect your customer data, your account is opted out of the global data model by default.

            See Also

             
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