Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Accelerate Integrations with Templates and AI Pre-Built Flows

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Accelerate Integrations with Templates and AI Pre-Built Flows

            Use a MuleSoft for Flow: Integration template to configure connectors or use AI pre-built flows to build your flow logic. These tools eliminate starting from scratch, so you can accelerate integration and customize automation for your business.

            Required Editions

            Available in: Lightning Experience
            View supported editions.
            This feature requires the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive.
            MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive.
            User Permissions Needed
            To create, view, edit, and delete MuleSoft for Flow: Integration connections: Manage Integration Connections
            To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: Manage Flow
            To create and edit External System Change-Triggered flows in the Automation app, regardless of sharing settings:

            Manage Flow

            OR

            Create or Edit Flows

            AND

            • View Flows
            • View All Non-Admin Flows
            To create and edit External System Change-Triggered flows owned by or shared with you with Read/Write access in the Automation app:

            Create or Edit Flows

            AND

            View Flows
            To use MuleSoft for Flow: Integration templates:

            Create or Edit Flows

            OR

            View Flows
            To use MuleSoft for Flow: Integration templates as a non-System Admin: App Framework Manage Template
            Note
            Note You can edit or delete connections only in the Automation app.

            To make this app available to anyone with the permission to use it, select the Enable the Automation Lightning App process automation setting. To view connection version information, activate at least one connection.

            Use Available MuleSoft for Flow: Integration Templates

            You can browse templates directly from the Automation app or view available templates in the Triggered Automations section.

            1. Open the Automation app.
            2. Choose how to access the flow templates.

              • Select the Integrations tab and select a connector from the Get Started with Connectors section.

              • Select the Flows tab, then click New, and then click Triggered Automations.

            3. Review the available templates for that connector.
              You can now use a template to create a flow that uses a connector as a trigger or as an action.

            Use an AI Pre-Built Flow

            Prerequisites

            To use Agentforce in MuleSoft for Flow: Integration, complete these steps:

            Considerations

            This feature doesn't consume generative AI credits. For more information, see Agentforce and Generative AI Usage and Billing.

            AI Pre-Built Flows use Agentforce to generate automations based on curated prompts.

            1. Open the Automation app and select the Integrations tab.
            2. Select a connector.
            3. In the AI Pre-Built Flows section, select a template.
              Tip
              Tip

              Review the flow name, description, and notes. To find a flow, search or filter the list.

            4. In the Configure Automation wizard, for each required connector, select an existing connection or click New Connection.
              Note
              Note The system then passes this context to Agentforce, which dynamically generates the flow on the Flow Builder canvas.
            5. Review the generated steps in Flow Builder. If errors or warnings appear in the left pane, correct them before proceeding.
            6. Test and validate the flow logic.
            7. Save and activate the flow.
             
            Loading
            Salesforce Help | Article