Automation

Compose intelligent workflows with Flow Builder and Flow Orchestration. Integrate across any system with Flow Integration. Get help from AI to optimize and automate your supply chain business processes with Agentforce Supply Chain.

  • Automation Features Released by Month
    Automation features and changes are released on a monthly basis. Check this page for the latest releases.
  • Flow Builder
    Modify record-triggered and scheduled-triggered flows with Agentforce. Navigate through Flow Builder with collapsible paths and new mouse controls. Sort and edit records in the Data Table screen component. Customize screen flows with component-level style overrides. Send messages to large audiences and use Wait elements in asynchronous broadcast flows. Use decisions, exit rules, reentry conditions, and more in activation-triggered flows. Send Marketing Cloud Engagement emails in segment-triggered, event-triggered, activation-triggered, and broadcast flows. Trigger automation event-triggered flows when records related to an individual are changed.
  • Flow Approval Processes
    Complete approval step screen flows in Flow Builder while debugging flow approval processes without leaving Flow Builder. Start an autolaunched flow approval process from the new Request Approval component and let the submitter select the first approver.
  • Flow Orchestration
    Create orchestrations and view orchestration dependencies with other automations in the Automation Lightning app. Complete orchestration work items in Flow Builder while debugging orchestrations without leaving Flow Builder.
  • Automation Lightning App Updates
    Find which Agentforce agents and prompt templates reference standard and custom invocable actions by using the Action Hub tab in the Automation Lightning app. Gain visibility into flow performance with the new Flow Logs tab in the Automation Lightning app.
  • MuleSoft for Flow: Integration
    MuleSoft for Flow: Integration enhancements simplify no-code automation with Agentforce and expanded connectivity. Use natural language prompts to build, modify, and summarize flows. Speed up development with AI-built templates, and handle large attachments with binary file actions. And take advantage of new third-party connector triggers and Salesforce Named Credentials for more secure, flexible integrations.
  • Extract Data from Digital and Scanned Documents by Using MuleSoft for Flow: IDP (Generally Available)
    Use MuleSoft for Flow: IDP to transform unstructured and semistructured data into structured, actionable output, enabling automation of document-based workflows. Organizations get lots of unstructured and semistructured documents that have important business data. But getting and processing this information by hand is time-consuming and can introduce mistakes. With MuleSoft for Flow: IDP, you define what data to extract through custom configurations. You set confidence thresholds for automatic processing, and route low-confidence results for human review to verify accuracy. Manage your document processing configurations on the Document Processing tab in the Automation app.
  • Agentforce Supply Chain
    Improve and standardize supply chain business processes with speed, automation, and accuracy by using AI and AI-powered agents.