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Associate the Flow Trigger with a Workflow Rule

Add the flow trigger as an immediate action on your workflow rule.

Required Editions

Available in: Salesforce Classic
View supported editions.
User Permissions Needed
To select existing actions: Customize Application
Important
Important Starting in Winter ’23, you can’t create new workflow rules. You can still activate, deactivate, and edit any existing workflow rules. To migrate existing workflow rules, use the Migrate to Flow tool. For new automations, create flows in Flow Builder.

Before you begin, create:

  • An autolaunched flow
  • A workflow rule
  • A flow trigger that launches the autolaunched flow
  1. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
  2. Select the workflow rule.
  3. Click Edit in the Workflow Actions section.
  4. In the Immediate Workflow Actions section, click Add Workflow Action | Select Existing Action.

    Flow triggers aren’t available as time-dependent workflow actions. You can add flow triggers to workflow rules only as immediate workflow actions.

  5. In the Search dropdown list, select Flow Trigger.
    The Available Actions box lists all existing flow triggers.
  6. Select the flow trigger to associate with this workflow rule. Move the flow trigger to Selected Actions by using the right arrow.
  7. Click Save.