Create Flows with the Enhanced New Flow Window and Start Element
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Previously, it wasn’t obvious how to add a trigger to an autolaunched flow. You had to know to open the Start element and add the trigger there. Also, it was easy to introduce errors by adding trigger-incompatible elements to the flow before adding the trigger. By choosing the trigger before opening Flow Builder, you avoid unsupported elements because they don’t appear in the builder as available options.
From the All + Templates tab, you can choose from all available flow types or build your flow from a template. You can filter the options by flow type.
When you create an autolaunched flow with a trigger, the Start element on the canvas now shows the trigger information and configuration options. If you’re already familiar with schedule-triggered flows, notice that we separated the required schedule configuration from the optional configuration of the object and records.
Similarly, for record-triggered flows, we separated the configurations for when to run the flow and the object whose records can trigger the flow to run.
If you’re required to change a flow’s trigger type, save it as a new flow. Click Show Advanced to display the Type field, and select the new type.