Create Flows in Flow Builder

Flow Builder is a point-and-click tool that you can use to automate a business process as a flow—a guided visual experience for your users. A flow can include complex branching logic, UI input, and even Lightning components as screen components or actions. Create flows to automate tasks that your users typically do manually, like verifying a caller or completing a call.

Create a flow.
The Guided Action List component displays screen flows. The component also displays stages if you define them in a flow so that users can see where they are in a process.
If you want to pass the parent record ID into a flow when it’s launched from the Guided Action List component, create a flow text input variable named recordId. The name is case-sensitive. When an agent launches the flow from the Guided Action List, the parent record ID is passed into the flow variable. Your flow can then use the parent record ID to update a field in the record, for example.
Note
Test your flow.
Test your flows before you activate them to make sure that they’re working as expected.
Activate your flow.
To use a flow in a process, you must activate it.

Example

Create a Verify Information flow for when agents verify a contact’s information. In Flow Builder, create a screen flow with fields to verify the caller. Here’s a high-level view of what to do in Flow Builder.

Add a screen with these input components: First Name, Last Name, Phone Number, Email, and Mailing Address.
Add a Get Records element that looks up the contact based on the inputs on the screen.
Based on the lookup results, mark the verification as either success or failure.

Here are some other examples of flows to create:

Create New Contact
New Loan
Check Credit Score
Process Loan
Wrap Up Call

After you create flows, you can associate them with a record using RecordActions.

Lightning Flow for Service Developer Guide

Create Flows in Flow Builder

Example

See Also