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Create and Edit Flows More Easily with the Improved New Flow Window and Start Element
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
Why: Previously, to select the trigger type for a flow, you double-clicked the Start element. This design made it difficult to discover flow triggers. And errors were possible when you added other elements to the canvas before you configured the trigger, when that trigger didn’t support those elements.
Any flow templates in your Salesforce org are now accessible on the Templates tab. Find other blank flow types such as login flows here, too. You can filter templates by flow type.
How: Create a flow. Choose the flow type and click Create. For record-changed, scheduled, and platform event flows, the Start element includes other configuration options. For example, for scheduled flows, the Start element provides options for setting a schedule and choosing an object.
If you used before-save or scheduled flows before, notice that we split the properties for these flow types into two parts: the trigger that causes the flow to run and the object records that the flow runs on. Before-save and after-save flows are also called “record-changed flows”. Click Choose Object to specify an object so the flow runs for a batch of records. Objects are required for record-changed flows. Optionally, choose an object and filter conditions when you configure scheduled flows.
When you create a record-changed flow, Flow Builder defaults to before-save updates, so a limited number of elements appear in the Toolbox. If you don't specify an object in the Start element for a record-changed flow, you can't save the flow.
You probably don’t change the trigger type of your flow often. But if you do, click Show Advanced in the Save as or Save the flow window. Select a different trigger type or flow type in the Type dropdown. If you change the trigger type for your flow, save it as a new flow.