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Automate Your Business Processes with Salesforce Flow
Create Flow Stages

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Create Flow Stages

After you plan the stages for each path of your flow, configure the stages so that they show up in a progress indicator on your flow’s screen elements that your users can see.

Required Editions

View supported editions.
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
Note
Note You don't need to be an admin to have the Manage Flow permission. Ask your admin to add it to your profile or permission set.
Note
Note Progress indicators require Lightning runtime.
  1. In a screen flow in Flow Builder, open Toolbox.
  2. Click New Resource.
  3. For Resource Type, select Stage.
  4. Enter the stage’s label and API name.
    The label is what’s shown in the standard progress indicator.
  5. For Order, specify where you want the stage to show in the progress indicator. For example, if you want the stage to be the first stage shown, enter 1.
  6. If you want the stage to show in the standard progress indicator, select Active by default.
    Only active stages show in the standard progress indicator.

For the next step in the stage and progress indicator set up process, see Set Up a Progress Indicator for Your Flow

See Also

 
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