How to Create Salesforce Flows
Learn how to build automation flows in Salesforce to automate business processes and reduce manual work.
Traditional Method
Navigate to Flow Builder
Go to Setup > Flows and click 'New Flow'
Choose Flow Type
Select the type of flow (Screen Flow, Record-Triggered, etc.)
Configure Flow Properties
Set the flow name, description, and trigger conditions
Add Elements
Drag and drop elements like decisions, assignments, and actions
Configure Logic
Set up decision criteria, formulas, and field updates
Add Actions
Configure actions like creating records, sending emails, or calling Apex
Test Flow
Use the debugger to test the flow with sample data
Activate Flow
Fix any errors, then activate the flow to make it live
With Clientell
Instead 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
Related How-To Guides
Related Use Cases
Auto-Create Renewal Opportunities
Generate next-year renewals on every Closed Won.
“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.”