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            Customize Flows by Using Agentforce Assets

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            Customize Flows by Using Agentforce Assets

            Add, update, or remove certain steps in the out-of-the-box flow to suit your business needs. Customize the flow by using Agentforce assets.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To customize flows by using Agentforce assets: Manage Profiles and Permission Sets
            1. From Setup, in the Quick Find box, enter Agentforce Assets and select it.
            2. From the Actions tab, open the flow that you want to customize.
              Note
              Note You can customize the Get Account Details and Create Billing Dispute Case flows.
            3. To open the flow in flow builder, click Open flow in flow builder.
            4. To override an existing flow and create a flow, click Save as New Flow.
            5. Enter the flow label and API name.
            6. Save your changes.
            7. Make changes to individual components as needed.
            8. Save and activate your flow.
             
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