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Customize Flows by Using Agentforce Assets

Add, update, or remove certain steps in the out-of-the-box flow to suit your business needs. Customize the flow by using Agentforce assets.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To customize flows by using Agentforce assets: Manage Profiles and Permission Sets
  1. From Setup, in the Quick Find box, enter Agentforce Assets and select it.
  2. From the Actions tab, open the flow that you want to customize.
    Note
    Note You can customize the Get Account Details and Create Billing Dispute Case flows.
  3. To open the flow in flow builder, click Open flow in flow builder.
  4. To override an existing flow and create a flow, click Save as New Flow.
  5. Enter the flow label and API name.
  6. Save your changes.
  7. Make changes to individual components as needed.
  8. Save and activate your flow.