Create Flows from Flow Templates

Our new flow building experience makes getting started a lot easier. Now you can quickly choose the right flow type based on our helpful descriptions. Feeling efficient? Use a flow template. First, filter available templates based on the flow type you need, and then choose a template. Customize the flow to meet the requirements of your specific business process.

Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, and Unlimited editions.

Why: Previously, you couldn't choose a flow type until you saved your flow. If you wanted to start building a flow with a template, you had to know its name to create a copy. Now you get helpful guidance before you start building. And you only see elements and components that work for the flow type you choose. New Flow window