---
schema_version: "1"
id: e43833c3ecdb5dbc9f7e3e1cd3c27bcb0af2fda9dccdd4669a1787a7f1e996ed
title: Define a Flow Trigger for Workflow (Pilot)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/creating_workflow_flow_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.creating_workflow_flow_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e265df59199fbccd1227c4d9d83001ee5aff8b7465b1fcb0174e54d88e68e856
description: Create a flow trigger so that you can launch a flow from workflow rules. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case. Create a flow trigger to launch the flow whenever a case is created, so that all new cases are automatically set with a default entitlement.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Define a Flow Trigger for Workflow (Pilot)

Create a flow trigger so that you can launch a flow from workflow rules. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case. Create a flow trigger to launch the flow whenever a case is created, so that all new cases are automatically set with a default entitlement.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d194120e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d194120e73 ">To view workflow rules and actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d194120e73 ">View Setup and Configuration</td>

          </tr>
          <tr class="" id="creating_workflow_flow_actions__d4383e279">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d194120e73 ">To create or change workflow rules and actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d194120e73 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note The pilot program for flow trigger workflow actions is closed. If you've already enabled the pilot in your org, you can continue to create and edit flow trigger workflow actions. If you didn't enable the pilot in your org, use Flow Builder to create a record-triggered flow, or use Process Builder to launch a flow from a process.

To get started using flow triggers, from Setup, enter Flow Triggers in the Quick Find box, then select **Flow Triggers**. Before you begin:

- Create and activate the autolaunched flow that you want this workflow action to launch.
- Create the workflow rule that you plan to add this workflow action to.
- Understand the special behavior and limitations of flow triggers. See [Flow Trigger Considerations (Pilot)](https://help.salesforce.com/s/articleView?id=platform.workflow_flow_action_considerations.htm&release=264.0.0&type=5 "Flow trigger workflow actions have special behaviors and limitations.").

Complete these steps to create a flow trigger.

1. From Setup, enter Flow Triggers in the Quick Find box, then select **Flow Triggers**.
2. Click **New Flow Trigger**.
3. Select the same object as the workflow rule, and then click **Next**.
4. Configure the flow trigger.
    
     
    | Field | Description |
    | --- | --- |
    | Name | Name of the flow trigger. |
    | Unique Name | Enter a unique name to refer to this component in the API. The **Unique Name** field can contain only underscores and alphanumeric characters. It must be unique within the selected object type, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. |
    | Protected Component | Reserved for future use. |
    | Flow | Unique name of the autolaunched flow that this workflow action launches. |
    | Set Flow Variables | Whether to pass values into the flow’s variables. |
5. If you select Set Flow Variables, specify their names and values.
    
    Click **Set Another Value** to set up to <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:24%">
              <col style="width:76%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d194120e290">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d194120e292">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d194120e290 "><samp class="parmname">Name</samp></td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d194120e292 ">
                  <p>Select the name of the flow variable.</p>
                  <p style="margin-bottom:0;">Only variables that allow input
                    access can be selected.</p>
                </td>
              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d194120e290 "><samp class="parmname">Value</samp></td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d194120e292 ">
                  <p>For a flow variable, you can:</p>
                  <ul>
                    <li>Enter a literal value.</li>
                    <li>Click <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/resources-global/_corporate/images/lookup20.gif" alt="Lookup"></span>, select a field, and click
                      <strong class="uicontrol">Insert</strong>.
                    </li>
                  </ul>
                  <p>For a record variable, you can:</p>
                  <ul>
                    <li>Click <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/resources-global/_corporate/images/lookup20.gif" alt="Lookup"></span>, select a record, and click
                      <strong class="uicontrol">Insert</strong>. <p>To help you distinguish between records
                        and fields, all record options are marked with an asterisk (*) and appear
                        at the top of each list.</p>
                    </li>
                    <li>To use the current values of the record that was created or edited to
                      cause the workflow rule to fire, enter <kbd>{!this}</kbd>.</li>
                    <li>To use the most recent previous values of the record that was edited to
                      cause the workflow rule to fire, enter <kbd>{!old}</kbd>. <p>In
                        other words, <samp class="parmname">{!old}</samp> identifies the same record as
                        <samp class="parmname">{!this}</samp> but uses the record’s values from
                        immediately before it was edited to cause the workflow rule to
                        fire.
                      </p>
                    </li>
                  </ul>
                  <ul>
                    <li>If the record was newly created, <samp class="parmname">{!old}</samp> is <code>null</code>.</li>
                    <li>Unlike <samp class="parmname">{!this}</samp>, <samp class="parmname">{!old}</samp> can’t be
                      selected by clicking <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/resources-global/_corporate/images/lookup20.gif" alt="Lookup"></span>. Manually enter <kbd>{!old}</kbd> in the
                      Value column.</li>
                  </ul>
                </td>
              </tr>
            </tbody>
          </table>
6. To put the flow trigger in test mode, select Administrators run the latest flow version.
    
    When selected and an admin triggers the workflow rule, the flow trigger launches the latest version of the flow. For all other users, the flow trigger always launches the active version of the flow.
    
    The same values are passed into the flow variables whether the flow trigger launches the active or latest flow version.
7. Click **Save**.

Don’t forget to [associate the flow trigger to a workflow rule](https://help.salesforce.com/s/articleView?id=platform.workflow_select_action.htm&release=264.0.0&type=5 "Associate actions that have already been created in your organization with a workflow rule and approval processes.").

#### See Also

- [Flow Trigger Considerations (Pilot)](https://help.salesforce.com/s/articleView?id=platform.workflow_flow_action_considerations.htm&release=264.0.0&type=5 "Flow trigger workflow actions have special behaviors and limitations.")