Flow Builder Examples Library

Send Emails

Learn more about how to send an email from a flow in Sending Emails from a Flow.

Basic

• Send an Email from a Flow Example — Use the Send Email action to send an email to a new contact automatically when a record is created.
• Send Follow-Up Email Using an Email Template Example — Use an existing email template to send a follow-up email to a new contact based on a case.
• Send and Log Your Email Example — Use the Send Email action to send and log an email to a contact.

Intermediate

• Send an Email Using a Text Template Flow Resource Example — Send an email to your customers each time their order status changes.
• Send an Email from a Flow with an Attachment — Send an email with a file attachment stored in Salesforce.

Advanced

• Create a Sales Email Template-Triggered Prompt Flow Example — Use a sales email prompt template to automatically gather and present relevant events for your contacts.

Create or Update Records

Basic

• Use an Online Form to Create a Record Example — Use a screen flow to collect information about a new opportunity and then automatically create an opportunity record.

Intermediate

• Update Records and Send Reminders on a Schedule Example — Update records and send reminder notifications in a flow.
• Simultaneously Update Fields in Multiple Records Example — Update fields in multiple records by reassigning account ownership based on business rules.

Advanced

• Create Multiple Records with a Repeater Screen Component Example — Use the repeater component to collect multiple sets of information in a screen flow.

Collect or Display Information

Basic

• Use an Online Form to Create a Record Example — Use a screen flow to collect information about a new opportunity and then automatically create an opportunity record.

Intermediate

• Retrieve Opportunities for a Selected Account Example — Display a list of opportunities for an account selected by the user.
• Calculate and Display a Discount on One Screen Example — Use a screen flow to display a list of opportunities and calculate discounts in real time.
• Show Screen Flow Stages in a Progress Indicator Example — Use a screen flow to show your customers where they are in an order process and how much further they have to go.

Advanced

• Email Contacts that a User Selects on a Screen Example — Add a screen action to collect or display information in a flow.
• Create Multiple Records with a Repeater Screen Component Example — Use the repeater component to collect multiple sets of information in a screen flow.

Connect to External Systems

Intermediate

• Use Records to Trigger Actions in External Systems Example – Create a flow that uses a third-party connector to take action in an external system, such as creating a sales order in NetSuite after an order is created or updated in Salesforce.
• Create Salesforce Records After an External System Change Example – Create a flow that listens for new records in an external system (like NetSuite) and automatically creates corresponding records in Salesforce.

Advanced

• Manage External Inventory with HTTP Callout Action Example — Review inventory and make an HTTP callout to your supplier's API to place orders when inventory is low.
• Create Salesforce Records After an External System Change Example — Create records in Salesforce after records are created in an external system, such as NetSuite.
• Use Records to Trigger Actions in External Systems Example — Create a sales order in an external system, such as NetSuite, after an order is created or updated in Salesforce.

Schedule Tasks

Intermediate

• Update Records and Send Reminders on a Schedule Example — Update records and send reminder notifications in a flow.

Wait Until Something Happens

Basic

• Wait Until a Single Event Occurs Example — Configure a flow to wait for a single event before proceeding.

Intermediate

• Send Reminders After Waiting for an Event Example — Use a loop to send multiple reminders after waiting for several time-based events.
• Send Reminders After Waiting for One of Several Possible Events Example — Wait for one of a series of events to occur and then send a reminder.

Advanced

• Create Tasks After Waiting for a Platform Event Example — Automate supply ordering by pausing your flow until a platform event confirms shipment, then create a follow-up installation task for the next day.

Debug Flows

Basic

• Debug a Screen Flow with the Debugger Example — Debug a screen flow that uses a registration form to create a contact for each policy beneficiary.

Intermediate

• Debug a Template-Triggered Prompt Flow Example — Debug a prompt flow that integrates with a prompt template that generates a list of events.

Display Stages or Progress

Intermediate

• Show Screen Flow Stages in a Progress Indicator Example — Show users their progress through stages in a flow.

Work with Prompt Flows and Templates

Advanced

• Create a Reusable Template-Triggered Prompt Flow Example — Create reusable prompt templates for flows.
• Debug a Template-Triggered Prompt Flow Example — Debug a prompt flow that integrates with a prompt template that generates a list of events.
• Use Prompt Templates to Generate Record Summaries Example — Display a list of opportunities for an account selected by the user.
• Create a Sales Email Template-Triggered Prompt Flow Example — Use a sales email prompt template to automatically gather and present relevant events for your contacts.
• Create Event Invites with a Subflow in Prompt Flow Example — Use a referenced flow to create meeting invites for each marketing event generated by a sales email template-triggered prompt flow.

Project: Automate Management of a Course/Seminar/Workshop/Training

Intermediate

• Automate a Course Management Process Project — Use this project to deliver some activity that requires people to sign up for, such as courses, programs, seminars, trainings, or services. This flow project walks you through automating a course management system. It demonstrates how to create objects to hold custom data and build record-triggered and screen flows.