--- schema_version: "1" id: 03e717b9639196ee1a366377e5e997e54108d3304c1e8e7cefdbe9029f19b31a title: Flow Builder Examples Library collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_flow_get_started_examples_library.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_flow_get_started_examples_library.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 570478b04ea05754a1614ddf3891c019063fa6b5d1dd0f80862749880ae51967 description: Browse Flow Builder examples organized by common jobs to be done. Each example includes a link to the full topic and a short description. Some examples appear in more than one category, but are only listed once per category. products: - Flow Builder - Salesforce Platform release: "264" --- # Flow Builder Examples Library Browse Flow Builder examples organized by common jobs to be done. Each example includes a link to the full topic and a short description. Some examples appear in more than one category, but are only listed once per category. Not sure where to start? Look for the Basic examples first. ## Send Emails Learn more about how to send an email from a flow in [Sending Emails from a Flow](https://help.salesforce.com/s/articleView?id=platform.flow_build_actions_email.htm&release=264.0.0&type=5 "Send emails to your customers, partners, and employees automatically in a flow. There are several different ways to send an email from a flow depending on who you want to send your email to and how you want your email content to look. Determine the best way to send your email based on the functionality that you need."). Basic - [Send an Email from a Flow Example](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_send_email_from_a_flow.htm&release=264.0.0&type=5 "This example uses the Send Email action to send an email to a new contact. Your sales reps might forget to email new customers to welcome them, so you want to email the new contacts automatically with a flow.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_send_and_log_email.htm&release=264.0.0&type=5 "Walk through a complete example of a record-triggered flow that automatically sends a follow-up email to a case contact when a case is closed. This example uses the Send Email action with an existing email template that includes recipient merge fields.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_send_email_log_your_email.htm&release=264.0.0&type=5 "This example uses the Send Email action to send and log an email to a contact. Your sales reps might forget to email your customer when an opportunity's stage is updated, so you want to email the customer and log it automatically with a flow.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_send_email_example_text_template_resource.htm&release=264.0.0&type=5 "Use the Send Email action to send an email to your customers each time the status of their order changes using a text template flow resource. For example, your sales reps don't have time to keep sending emails to customers to update them on their orders. You want to email the customers automatically with a flow.") — Send an email to your customers each time their order status changes. - [Send an Email from a Flow with an Attachment](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_send_email_with_attachments.htm&release=264.0.0&type=5 "Create a flow to send an email from a flow with an attached file. This allows you to include files stored in Salesforce in your emails.") — Send an email with a file attachment stored in Salesforce. Advanced - [Create a Sales Email Template-Triggered Prompt Flow Example](https://help.salesforce.com/s/articleView?id=platform.flow_concepts_trigger_prompt_template_capability_sales_email_example.htm&release=264.0.0&type=5 "This example creates a flow that integrates with a sales email prompt template to automatically gather and present relevant events for your contacts.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_use_online_form_create_record.htm&release=264.0.0&type=5 "Create a screen flow that collects information about a new opportunity and then automatically creates an opportunity record. For example, on customer calls, your reps scramble to capture notes about customer interest in new products. They often use sticky notes, which are hard to read or get lost. Create an online form embedded on the case record page so they can quickly capture and confirm basic information. When they submit the form, the screen flow creates a new opportunity on the Account record that’s related to the case.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_update_records_send_reminders.htm&release=264.0.0&type=5 "This example creates schedule-triggered flows that automatically update records and send notifications to contacts based on your business schedule. Use flows to replace manual processes, such as spreadsheet tracking, with automated workflows that check record status, send timely reminders, and update data when conditions are met. This method maintains data accuracy and timely customer communication while reducing manual work.") — Update records and send reminder notifications in a flow. - [Simultaneously Update Fields in Multiple Records Example](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_loop_example.htm&release=264.0.0&type=5 "This example creates a flow that updates fields in multiple records by reassigning account ownership based on business rules.") — Update fields in multiple records by reassigning account ownership based on business rules. Advanced - [Create Multiple Records with a Repeater Screen Component Example](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_screen_comp_repeater.htm&release=264.0.0&type=5 "This example creates screen flows that use Repeater components to collect information for multiple related items and perform bulk actions on that data. Use Repeater components when you need to gather the same type of information for multiple records, such as collecting product information for multiple items. The flow can then automatically create and link related records based on the collected information.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_use_online_form_create_record.htm&release=264.0.0&type=5 "Create a screen flow that collects information about a new opportunity and then automatically creates an opportunity record. For example, on customer calls, your reps scramble to capture notes about customer interest in new products. They often use sticky notes, which are hard to read or get lost. Create an online form embedded on the case record page so they can quickly capture and confirm basic information. When they submit the form, the screen flow creates a new opportunity on the Account record that’s related to the case.") — 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](https://help.salesforce.com/s/articleView?id=platform.flow_build_example_retrieve_opportunities_for_an_account_that_a_user_selects.htm&release=264.0.0&type=5 "This example creates a screen flow that lets users select an account, trigger a flow to retrieve related opportunities, and instantly display the results in a table—all within a single screen.") — Display a list of opportunities for an account selected by the user. - [Calculate and Display a Discount on One Screen Example](https://help.salesforce.com/s/articleView?id=platform.flow_builder_flow_example_calculate_a_discount_in_real_time.htm&release=264.0.0&type=5 "This example creates a single screen flow that uses reactive screen components to let sales reps instantly calculate and view product discounts.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_progress_indicator_stage_example.htm&release=264.0.0&type=5 "This example creates a custom progress indicator stage that guides users through a multi-step process. By creating clear stages and assigning them to screen elements, you can enhance user experience and ensure that users understand their progress and next steps.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_screen_action.htm&release=264.0.0&type=5 "This example uses an automatically triggered screen action to let users select an account and instantly view or select related contacts—all within a single screen. Then, it sends the selected contacts an email.") — Add a screen action to collect or display information in a flow. - [Create Multiple Records with a Repeater Screen Component Example](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_screen_comp_repeater.htm&release=264.0.0&type=5 "This example creates screen flows that use Repeater components to collect information for multiple related items and perform bulk actions on that data. Use Repeater components when you need to gather the same type of information for multiple records, such as collecting product information for multiple items. The flow can then automatically create and link related records based on the collected information.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_esct_example_create_as_action.htm&release=264.0.0&type=5 "This example creates 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 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_esct_example_create_as_trigger.htm&release=264.0.0&type=5 "This example creates a flow that listens for new records in an external system (like NetSuite) and automatically creates corresponding records in Salesforce.") – 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_http_callout_example.htm&release=264.0.0&type=5 "This example reviews your store's inventory levels and make an HTTP callout to your supplier's API to place orders when inventory is low.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_esct_example_create_as_trigger.htm&release=264.0.0&type=5 "This example creates a flow that listens for new records in an external system (like NetSuite) and automatically creates corresponding records in Salesforce.") — Create records in Salesforce after records are created in an external system, such as NetSuite. - [Use Records to Trigger Actions in External Systems Example](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_esct_example_create_as_action.htm&release=264.0.0&type=5 "This example creates 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 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_update_records_send_reminders.htm&release=264.0.0&type=5 "This example creates schedule-triggered flows that automatically update records and send notifications to contacts based on your business schedule. Use flows to replace manual processes, such as spreadsheet tracking, with automated workflows that check record status, send timely reminders, and update data when conditions are met. This method maintains data accuracy and timely customer communication while reducing manual work.") — Update records and send reminder notifications in a flow. ## Wait Until Something Happens Basic - [Wait Until a Single Event Occurs Example](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_wait_examples_simple.htm&release=264.0.0&type=5 "Create a flow that sends an email after waiting for a specific event to occur, such as waiting one day after a contract is activated before sending a feedback request.") — Configure a flow to wait for a single event before proceeding. Intermediate - [Send Reminders After Waiting for an Event Example](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_wait_examples_looping.htm&release=264.0.0&type=5 "Create a flow that sends multiple reminders after waiting for several time-based events, such as two weeks and one week before a contract ends.") — 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](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_wait_examples_parallel.htm&release=264.0.0&type=5 "Create a flow that sends reminders before an account renews or a contract ends.") — 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](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_wait_examples_platformevent.htm&release=264.0.0&type=5 "Create a flow that automates your supply ordering by pausing your flow until a platform event confirms shipment, then create a follow-up installation task for the next day.") — 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](https://help.salesforce.com/s/articleView?id=platform.flow_test_debug_example_screen_flow.htm&release=264.0.0&type=5 "Debug a screen flow that uses information collected from the screen flow's registration form to create a contact for each policy beneficiary.") — 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](https://help.salesforce.com/s/articleView?id=platform.flow_test_debug_example_prompt_flow.htm&release=264.0.0&type=5 "Debug a prompt flow that integrates with a prompt template that generates a list of events.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_progress_indicator_stage_example.htm&release=264.0.0&type=5 "This example creates a custom progress indicator stage that guides users through a multi-step process. By creating clear stages and assigning them to screen elements, you can enhance user experience and ensure that users understand their progress and next steps.") — Show users their progress through stages in a flow. ## Work with Prompt Flows and Templates Advanced - [Create a Reusable Template-Triggered Prompt Flow Example](https://help.salesforce.com/s/articleView?id=platform.flow_concepts_trigger_prompt_template_capability_reusable_example.htm&release=264.0.0&type=5 "This example creates a sample flow that's available to all prompt templates. Multiple prompt templates can use a single, well-maintained flow for data processing, so this approach saves time, ensures consistency, simplifies development, and improves the reliability of AI-generated outputs.") — Create reusable prompt templates for flows. - [Debug a Template-Triggered Prompt Flow Example](https://help.salesforce.com/s/articleView?id=platform.flow_test_debug_example_prompt_flow.htm&release=264.0.0&type=5 "Debug a prompt flow that integrates with a prompt template that generates a list of events.") — Debug a prompt flow that integrates with a prompt template that generates a list of events. - [Use Prompt Templates to Generate Record Summaries Example](https://help.salesforce.com/s/articleView?id=platform.flow_concepts_trigger_prompt_template_capability_example.htm&release=264.0.0&type=5 "This example gets a list of open customer cases for a given account, and then integrates this data with a field generation prompt template.") — Display a list of opportunities for an account selected by the user. - [Create a Sales Email Template-Triggered Prompt Flow Example](https://help.salesforce.com/s/articleView?id=platform.flow_concepts_trigger_prompt_template_capability_sales_email_example.htm&release=264.0.0&type=5 "This example creates a flow that integrates with a sales email prompt template to automatically gather and present relevant events for your contacts.") — 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](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_suflow_prompt_flow_example.htm&release=264.0.0&type=5 "Use a referenced flow to create meeting invites for each marketing event generated by a sales email template-triggered prompt flow.") — 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](https://help.salesforce.com/s/articleView?id=platform.automate_flow_get_started_example_proj_course_mgmt.htm&release=264.0.0&type=5 "Use this project if your business delivers something that requires people to sign up for it, like 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.") — 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.