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            Launch a Flow from a Workflow Action

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            Launch a Flow from a Workflow Action

            Create a flow trigger workflow action to launch a flow from workflow rules. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case. Create a flow trigger to launch the flow whenever a case is created, so that all new cases are automatically set with a default entitlement.

            Required Editions

            Available in: Salesforce Classic
            View supported editions.
            User Permissions Needed
            To view workflow rules and actions: View Setup and Configuration
            To create or change workflow rules and actions: Customize Application
            Important
            Important Starting in Winter ’23, you can’t create new workflow rules. You can still activate, deactivate, and edit any existing workflow rules. To migrate existing workflow rules, use the Migrate to Flow tool. For new automations, create flows in Flow Builder.

            Before you begin, review the special behavior and limitations of flow triggers. See Flow Trigger Considerations (Pilot).

            To set up a workflow rule to launch a flow:

            1. Create and activate the autolaunched flow to launch from this workflow action.
            2. Create the workflow rule that you plan to add this workflow action to.
            3. Define the flow trigger.
            4. Associate the flow trigger to the workflow rule.
             
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