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Automate Your Business Processes with Salesforce Flow
Use Decision Elements in an Orchestration

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Use Decision Elements in an Orchestration

Control when an orchestration takes a specific decision outcome.

Required Editions

View supported editions for Flow Orchestration.
User Permissions Needed
To open, edit, or create an orchestration in Flow Builder: Manage Flow

Before you begin, add the Decision element to your orchestration.

  1. Enter a label, API name, and description.
  2. Select the type of decision logic to use for the Decision element.
    • To determine which outcome runs based on traditional logic expressions and explicitly defined data from your orchestration, select Define Manually (Default)
    • To dynamically determine which outcome runs based on AI evaluating data from your orchestration, select Define with AI (Advanced).
  3. If you selected Define Manually (Default), define the conditions and outcomes for the element. Outcomes for a Decision element with manual conditions are evaluated in the order that they’re listed. Therefore, the order that you define your outcomes in can impact the outcome that the orchestration run takes.
    1. Enter a label and an outcome API name. The outcome API name must be unique within the orchestration
    2. Define the condition requirements to use for the first outcome.
      Option Behavior for Decision Outcomes
      All Conditions Are Met If one of the conditions is false, the orchestration evaluates the next outcome’s conditions.
      Any Condition Is Met If one of the conditions is true, the orchestration immediately takes this outcome’s path.
      Custom Condition Logic Is Met

      If you select this option, provide the condition logic by entering up to 1,000 characters. Use:

      • Numbers to refer to each condition
      • AND, OR, or NOT to identify which combination of conditions must be true
      • Parentheses to group parts of the string together

      If you enter AND, it’s the same as if you selected All Conditions Are Met. If you enter OR, it’s the same as if you selected Any Condition Is Met. If you enter any other logic, make sure that you include a number for each condition.

      For example, for 1 AND NOT(2 OR 3), the flow evaluates whether the first condition is true and neither the second nor third condition is true.
    3. Define the logic conditions for the first outcome.
      Column Header Description
      Resource

      Options:

      • Select an input variable or automatic output from a stage or step.
      • Select a Decision element.
      • Select a global variable.
      Operator The available operators depend on the data type selected for Resource. See Flow Orchestration Operators in Decision Elements.
      Value

      Resource and Value in the same row must have compatible data types.

      Options:

      • Select an orchestration resource, such as an input variable or automatic output from a stage or step.
      • Select a global variable.
      • Enter a literal value.

      When you add or subtract a number from a date value, the date adjusts in days, not hours.
  4. If you selected Define with AI (Advanced), define the instructions and outcomes for the element.
    1. For Decision Instructions, enter text that describes what decision the element makes. Include resources from the orchestration to improve AI accuracy.
    2. Enter a label and an outcome API name. The outcome API name must be unique within the orchestration.
    3. For Outcome Instructions, enter text that tells AI when to take the outcome. Include resources from the orchestration to improve AI accuracy. Outcomes for a Decision element with AI conditions are evaluated simultaneously. Therefore, the order that you define your outcomes in has no impact on the outcome that the orchestration run takes.
  5. (Optional) To add a decision outcome to a Decision element, click The new outcome button. Repeat the steps to add a label and outcome API name, set up conditions, and identify logic between the conditions. For manual conditions, see Step 4b. For AI conditions, see Step 5b.
  6. (Optional) To reorder a decision outcome in a Decision element, click The reorder icon for a decision outcome and drag the item to its new location. You can’t move a decision outcome with conditions to the last position on the list because the default outcome is always last.
  7. (Optional) To improve the readability of the Decision element, rename the default outcome.
    1. Under Outcome Order, select Default Outcome.
    2. Enter a label.
  8. Save your work.
 
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