How to Create Salesforce Flows
Learn how to build automation flows in Salesforce to automate business processes and reduce manual work.
Traditional Method
30-60 minutes
hard1
Navigate to Flow Builder
Go to Setup > Flows and click 'New Flow'
2
Choose Flow Type
Select the type of flow (Screen Flow, Record-Triggered, etc.)
3
Configure Flow Properties
Set the flow name, description, and trigger conditions
4
Add Elements
Drag and drop elements like decisions, assignments, and actions
5
Configure Logic
Set up decision criteria, formulas, and field updates
6
Add Actions
Configure actions like creating records, sending emails, or calling Apex
7
Test Flow
Use the debugger to test the flow with sample data
8
Activate Flow
Fix any errors, then activate the flow to make it live
With Clientell
1 minute
EasyInstead of following multiple steps, use Clientell to complete this task instantly:
Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.Benefits:
- Build complex flows with natural language
- No need to learn Flow Builder interface
- Automatically handles logic and relationships
- Creates production-ready flows quickly
