Flows in Setup with Agentforce

Use Agentforce to create, list, and summarize flows using natural language commands.

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions

User Permissions Needed
To use Setup with Agentforce:	The required permissions for Setup with Agentforce. See Grant Permissions to Use Setup with Agentforce. AND The required permissions for the task listed in the table.

User Permissions Needed

To use Setup with Agentforce:

The required permissions for Setup with Agentforce. See Grant Permissions to Use Setup with Agentforce.

AND

The required permissions for the task listed in the table.

Agentforce can help you with these tasks and requests related to flow automations.

Supported Task	Example Requests	Additional Required User Permissions
Get information on supported tasks for flow automations	“What can you do related to flows?” “How can you help me with flows?”	None
Create a flow for specific use cases	“Create a before-save record triggered flow that sets the status of newly created cases to Escalated.” “Create a record triggered flow that starts when an account is updated and copies the account's phone number to all related contacts.”	Manage Flow
Summarize a flow based on the flow label or API name	“Summarize a flow that mentions the Opportunity object in its label.” “Summarize a flow that has ActiveDeliveryTime in the flow name.” “Summarize the flow get_case_by_id”	Manage Flow
Retrieve flows based on specific filter criteria such as Progress Status, Flow Type, and Last Modified Date	“Show me all the active flows created in the last two days.” “Show me all the flows that are currently in the Draft status.”	Manage Flow

Flow Considerations

In prompts related to creating a flow, you must specify the intended purpose of the flow.
Setup with Agentforce can create only autolaunched, record-triggered, and schedule-triggered flows.

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