Quick summary
Salesforce Business Process Flows let admins automate record-based actions using the Flow Builder without writing code. This step-by-step guide covers how to create, configure, and activate a flow from Salesforce Setup using Process Automation.
Steps
- Go to Setup on the top right of your Salesforce instance.
- Search for Flows under Process Automation in the Quick Find menu.
- Click New Flow and choose a flow type.
- Select a flow type — for example, a Record Triggered Flow.
- Use the Flow Builder to visually design your automation.
- Choose the Object that triggers the workflow.
- Configure the trigger based on the available options, such as when a record is created.
- Enter the Condition Requirements, such as when conditions are met.
- Add the rest of the Entry Conditions as needed.
- Save the flow and Activate it to make it live.
