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Automate Your Business Processes with Salesforce Flow
Flow Types

Flow Types

A flow's type determines which elements and resources you can add and how you can distribute the flow. For example, you embed a screen flow on a page to gather information from visitors; or you distribute an autolaunched flow by using a custom button that users click to run the flow in the background. Similarly, you can add a Custom Error element only in a record-triggered flow, whereas you can add a Choice resource type only in a screen flow.

Required Editions

Standard Flow Types

These flow types are supported in Flow Builder.

Type Description Available Distribution Methods Supported in Translation Workbench?
Action Cadence Autolaunched Flow Launches after a sales step is completed. This type of flow runs in the background without user interaction. Sales Yes
Action Cadence Step Screen Flow Launches from a cadence step. This type of flow collects or displays information and requires user interaction. Sales Yes
Activation-Triggered Flow Launches when an activation is published. This type of flow runs in the background without user interaction. Data 360, Marketing Cloud Growth or Advanced with Data 360 Yes
Activity-Object Matching Flow Launches when Einstein Activity Capture detects and captures a new activity, such as an email. This type of flow runs in the background without user interaction. Requires the Sync Email as Salesforce Activity setting to be enabled. Sales Yes
Autolaunched No Trigger Flow Launches when invoked by a supported distribution method. This autolaunched flow runs in the background and doesn’t require user interaction. This flow type doesn’t support screens, local actions, choices, or choice sets.
  • Processes
  • Custom Apex classes
  • REST API
  • Flow Orchestration
  • Web tabs
  • Custom buttons or custom links
  • Visualforce pages
Yes
Autolaunched Flow Approval Process Launches when invoked by Apex, REST API, custom buttons, or custom links. A flow approval process lets you create a multi-step, multi-user approval process. Includes the recordId, submitter, and submissionComments input variables.
  • Custom Apex classes
  • Custom buttons or custom links
Yes
Autolaunched No Trigger Orchestration Launches when invoked by Apex, REST API, custom buttons, or custom links. With an orchestration, you can create a multi-step, multi-user process.
  • Custom Apex classes
  • Custom buttons or custom links
Yes
Automation Event-Triggered Flow Launches when an automation event such as a form submission is received. This type of flow runs in the background without user interaction.

Data 360, Starter, or Marketing Cloud Growth

  • Automations Lightning app
  • Marketing 360 Lightning app on the Flows tab
No
Broadcast Flow Launches when referenced by Apex, REST API, or a subflow element. Data 360, Marketing Cloud Growth or Advanced with Data 360 Yes
Campaign Flow Launches when activated or when scheduled for campaign members. Create this flow type by selecting Audience Flow in Flow Builder and choosing Campaign as the audience source. This type of flow runs in the background without user interaction.

Data 360, Starter, Pro Suite, or Marketing Cloud Growth

  • Automations Lightning app
  • Marketing 360 Lightning app on the Flows tab
No
Cart Async Autolaunched Flow Launches when invoked by a cart change, such as an add to cart. This type of flow runs in the background without user interaction. Commerce Yes
Checkout Screen Flow Create a screen flow that implements a Commerce checkout process. This type of flow collects or displays information and requires user interaction.

Use this Experience Builder component to add this flow to your store.

  • Checkout
Yes
CMS Workflow Orchestration Autolaunched Flow Launches when invoked from the Workflows component in a CMS workspace. With this type of orchestration, you can create a multi-step, multi-user process to create, edit, organize, and manage digital content from a centralized location. Includes the mContentVariantId and mContentSpaceId input variables. This type of flow runs in the background without user interaction. For more information, see CMS Workflows and Approvals. Salesforce CMS in the Digital Experiences app Yes
Contact Request Screen Flow Launches when invoked by a customer to enter contact details into a self-service form. This type of flow collects or displays information and requires user interaction.

Use one of these Experience Builder components to add this flow.

  • Contact Request Button & Flow—Launch the flow in a window.
  • Flow—Embed the flow directly on the page.
Yes
Data Capture Flow Launches when invoked by a user in the Field Service mobile app. Supports creating, updating, and pre-filling records based on data from related records in the flow. This type of flow requires user interaction. Field Service mobile app Yes
Discovery Framework Data Capture Flow Launches when invoked by a user in the Field Service mobile app to create forms using assessment questions from Discovery Framework. This type of flow collects or displays information and requires user interaction. Field Service mobile app Yes
Evaluation Autolaunched Flow Launches when invoked by an orchestration to evaluate custom criteria for a stage or step. Setting isOrchestrationConditionMet to True signals that the criteria are met and discards all other output variables. This type of flow runs in the background without user interaction.
  • Orchestration stage custom exit condition
  • Orchestration interactive step custom entry or exit condition
  • Orchestration background step custom entry condition
Yes
Event-Driven Flow Launches when an event is received. This type of flow runs in the background without user interaction. Requires the Flows: Lightning App and Flow Builder: Citizen flows org permissions, and the View Flows and Create or Edit Flows user permissions.

Starter, Pro Suite, or Marketing Cloud Growth

  • Automations Lightning app
  • Marketing 360 Lightning app on the Flows tab
Yes
External System Change-Triggered Flow Launches when a third-party system is polled and the results indicate a change in the connected external system. MuleSoft for Flow: Integration Yes
Field Service Mobile Flow Launches when invoked by a user in the Field Service mobile app. This type of flow collects or displays information and requires user interaction. Field Service mobile app Yes
Field Service Web Screen Flow Launches from the Field Service app. With it, users can schedule, modify, or cancel an appointment in a web browser. This type of flow requires user interaction. Embedded Appointment Booking Yes
Form-Triggered Flow Launches when a web visitor submits a marketing form. This type of flow runs in the background without user interaction. Requires Flows: Lightning App and Flow Builder: Citizen flows org permissions and View Flows, Create or Edit Flows, and Create or Modify Form-Triggered Flows user permissions.

Marketing Cloud Growth

  • Automations Lightning app
  • Marketing 360 Lightning app on the Flows tab
No
List Flow Launches when activated or when scheduled for each member in a selected actionable list. Create this flow type by selecting an Audience Flow in Flow Builder and choosing List as the audience source. This type of flow runs in the background without user interaction.

Data 360, Starter, Pro Suite, or Marketing Cloud Growth

  • Automations Lightning app
  • Marketing 360 Lightning app on the Flows tab
No
Identity User Registration Flow Launches when a user logs in via a single sign-on (SSO) process that uses the authentication provider framework. After the third-party identity provider authenticates the user, the flow creates a user or updates an existing user. This type of flow runs in the background without user interaction. SSO configurations that use an authentication provider No
Indicator Result Screen Flow Launches when initiated by a user to calculate and create indicator results for a selected indicator performance period. Outcome Management Yes
Individual-Object Linking Screen Flow Launches when invoked by a service rep to link a record such as a case or messaging session to a contact, lead, person account, or employee. This type of flow collects or displays information and requires user interaction. Service Yes
Loyalty Management Autolaunched Flow Launches when invoked by a loyalty program process, and contains Assignment, Decision, and Action elements. The Action element in this type of flow supports Apex and quick actions. This type of flow runs in the background without user interaction. Loyalty Management app Yes
Mortgage Lending Screen Flow Launches when invoked by a user to provide Financial Services mortgage application details. This type of flow requires user interaction. Financial Services Yes
Platform Event Triggered Flow Launches when a platform event occurs. This type of flow runs in the background without user interaction. Platform Events in Setup Yes
Prompt Template Capability-Triggered Flow Launches from a prompt template and adds prompt instructions to it. Runs in the background without user interaction. Prompt Builder Yes
On-Demand Flow Launches when referenced by the REST API. This autolaunched flow runs in the background. Data 360, Marketing Cloud Next Growth and Advanced editions Yes
Recommendation Strategy Autolaunched Flow Builds a personalized list of recommendations for users. When a user responds to a recommendation, that recommendation launches its assigned flow. This flow type is used by Einstein Next Best Action.
  • Einstein Next Best Action component on Lightning pages
  • Suggested Actions component on Experience Cloud pages
  • Visualforce pages
Yes
Record Query Flow Launches when activated or when scheduled for a set of records matching specified criteria. Create this flow type by selecting Audience Flow in Flow Builder and choosing Record as the audience source. This type of flow runs in the background without user interaction.

Data 360, Starter, Pro Suite, or Marketing Cloud Growth

  • Automations Lightning app
  • Marketing 360 Lightning app on the Flows tab
No
Record-Triggered After Save Flow Launches and runs in the background after a record change is saved or a record is deleted. A record-triggered after save flow runs only when a record is saved, can make changes only to records related to the triggering record, and runs in the background without user interaction. Yes
Record-Triggered After Save Flow Approval Process Launches when a record is created or updated. A flow approval process lets you create a multi-step, multi-user approval process. A record-triggered after save flow approval process runs only when a record is created or updated. Yes
Record-Triggered After Save Orchestration Launches when a record is created or updated. With an orchestration, you can create a multi-step, multi-user process. This type of flow runs in the background without user interaction. See Orchestration Types for Flow Orchestration availability. A record-triggered after save orchestration runs only when a record is created or updated. Yes
Record-Triggered Before Delete Flow Launches when a record is deleted. This type of flow runs in the background without user interaction.  A record-triggered before delete flow runs when a record is flagged for deletion and runs in the background without user interaction. Yes
Record-Triggered Before Save Flow Launches when a record is created or updated, before the record is saved. Only these elements are supported: Assignment, Decision, Get Records, and Loop. A record-triggered before save flow runs only when a record is created or updated, can make changes only to the triggering record, and runs in the background without user interaction. Yes
Schedule-Triggered Flow Launches and runs in the background at a specified time and frequency for each record in a batch. This flow type doesn’t support user interaction, screens, local actions, choices, or choice sets. A schedule-triggered flow runs only at the scheduled time and frequency. Yes
Screen Flow Guides users through a business process when launched from a supported distribution method. This flow type requires user interaction because it includes screens, local actions, steps, choices, or dynamic choices. Screen flows don’t support Wait elements.
  • Flow actions
  • Lightning pages
  • Experience Builder pages
  • Custom Aura components
  • Custom Lightning web components
  • Custom buttons or custom links
  • Flow Orchestration
  • Web tabs
  • Direct flow URLs
  • Visualforce pages
  • Lightning Out
  • Embedded Service deployments
Yes
Segment Flow Launches when activated or when scheduled for qualified Data 360 segment members. Create this flow type by selecting Audience Flow in Flow Builder and choosing Segment as the audience source. This type of flow runs in the background without user interaction.

Data 360, Starter, Pro Suite, or Marketing Cloud Growth

  • Automations Lightning app
  • Marketing 360 Lightning app on the Flows tab
No
User Provisioning Screen Flow

Launches when invoked by a user to create a user account and link it to a third-party service or app. This type of flow requires user interaction.

For example, use this flow type to customize the user provisioning configuration for a connected app to link Salesforce users with their Google Apps accounts.

A user provisioning flow can be implemented only by associating it with a connected app when running the User Provisioning Wizard. No

Other Flow Types

Not all flow types are supported in Flow Builder. Some flow types are used only in other parts of Salesforce, so they’re not listed on the Flows page in Setup. However, the list of paused flow interviews can include these types.

Type Description Supported in Translation Workbench?
Customer Lifecycle Record-Triggered After Save Flow Launches after a customer lifecycle map is saved. This flow type changes records related to the triggering record. This type of flow runs in the background without user interaction. Yes
Data Cloud Data Change Flow Launches when a record from a Data 360 data model object or a calculated insight object is changed and meets the specified conditions. This type of flow runs in the background without user interaction. Yes
Digital Form Screen Flow Launches from app extensions. This type of flow collects or displays information and requires user interaction. Yes
Employee Service Catalog Item Screen Flow Launches when invoked by a user to browse and order items from the Employee Service Catalog. This type of flow collects or displays information and requires user interaction. No
Process Builder Autolaunched Process Launches when invoked from a Process Builder process. This type of flow runs in the background without user interaction. No
Process Builder Custom Event Process Launches a Process Builder process when a custom event message is received. This type of process runs in the background without user interaction. No
Process Builder Workflow Launches when a record is created or updated. This type of process runs in the background without user interaction. No
Survey Enrich Autolaunched Flow Launches in the context of a survey response and can’t run without a corresponding survey. Use it to conditionally map a response to a record, create records, or send notifications. This type of flow runs in the background without user interaction. No
Transaction Security Autolaunched Flow Launches when Condition Builder evaluates a security policy. Used to declaratively build customized security policies to protect data. This type of flow runs in the background without user interaction. No
Managed Content Autolaunched Flow Launches when invoked by the ManagedContentRelease translator. This type of flow runs in the background without user interaction. Yes
Routing Autolaunched Flow Launches when a customer initiates a chat, voice, or messaging conversation and routes the work item to a queue, skill, agent, or bot. This type of flow runs in the background without user interaction. No
Scheduler Appointments Screen Flow Launches when invoked by a user to schedule appointments in Salesforce Scheduler. This type of flow collects or displays information and requires user interaction. Yes
 
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