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Drafting Flows with Agentforce (Beta)
Save time by describing what you want to automate and letting Agentforce draft a flow and get you started with your automation.
Required Editions
| Available in: Lightning Experience |
| View supported editions. |
| This feature requires the Foundations or Agentforce 1 editions. To purchase, contact your Salesforce account executive. |
Note Draft a Flow with Agentforce is a pilot or beta service that is subject to
the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot
Agreement if executed by Customer, and applicable terms in the Product Terms
Directory. Use of this pilot or beta service is at the Customer's sole
discretion.
To use Agentforce for Flow, turn on Einstein Generative AI in Setup, and verify that Data 360 is provisioned and enabled in your org.
To create a flow with Agentforce, go to the Process Automation Settings page in Setup and select Agentforce flow automation (Beta).
- Best Practices for Drafting Flows with Agentforce (Beta)
Get the best results when using Agentforce to build draft flows. - Example Instructions for Drafting Flows with Agentforce (Beta)
Use Agentforce for Flow to create accurate draft flows by providing clear, detailed instructions about your requirements. Base your instructions on example patterns that describe when the flow starts and what actions it should take. - Draft a Flow with Agentforce (Beta)
Build your flow faster and easier by letting Agentforce help you get started. - Summarize Flows with Agentforce (Beta)
Use Agentforce to summarize new flows, existing flows, and even flows that Agentforce helped you create. Generate summaries of varying lengths to understand what your flows are about and what they do. Agentforce summarizes flows in as much detail as you need. Add the flow summary to the flow description, so anyone can understand how the flow works. - Evolve a Flow with Agentforce (Beta)
Improve and modify your existing flows by using natural language in the Agentforce panel. Through conversational prompts, add new elements, update properties and conditions, and remove outdated components. - Considerations for Agentforce-Drafted Flows and Formulas (Beta)
Supported functionality, usage requirements, and important limitations when using Agentforce to draft flows and formulas. - Global Model Data Opt-In and Opt-Out for Flows Created by Agentforce (Beta)
Agentforce intelligence is built on data. The more data Agentforce has, the more powerful the resulting predictions. Most companies don’t have enough data to build their own models. To give you more meaningful generative AI, Salesforce builds global generative models that generate and edit flows and answer flow-related questions. To protect your customer data, your account is opted out of the global data model by default.
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