Salesforce Flow Examples
Browse our collection of AI-generated Salesforce automation flows with prompts, screenshots, and step-by-step instructions.
Account-Related Flows Explorer
Prompt:
“Can you tell me what flows are there in my org related to the accounts object and explain to me what they do?”
Discover and understand all flows connected to the Account object in your Salesforce org with detailed explanations of their functionality and business impact
Event Lead Follow-up Reminder Flow
Prompt:
“Build a flow to remind SDRs to follow up on leads that came from events if there's been no activity for 14 days”
Ensure timely follow-up on event-generated leads with automated reminders to SDRs when leads have been inactive for a specified period
Contact Automation Mapping
Prompt:
“Map out all the automations (triggers, flows, process builder) that fire on Contact updates”
Visualize and document all automation processes that execute when Contact records are modified to understand dependencies and potential conflicts
Opportunity Amount Flow Analyzer
Prompt:
“Can you get all the flows that affect the opportunity amount”
Identify and analyze all flows that modify or calculate opportunity amounts to ensure proper revenue tracking and forecast accuracy
Recent Flow Inventory
Prompt:
“Can you give me the flows that were created in the past 90 days”
Track recent flow development activity by identifying all flows created within the specified timeframe for change management and documentation
Opportunity Follow-up Reminder Flow
Prompt:
“Create a flow that sends a reminder to the opportunity owner 7 days after the last activity if no new activity has been logged”
Automatically remind sales reps to follow up on opportunities that haven't had recent activity to prevent deals from going stale
Lead Assignment and Routing Flow
Prompt:
“Build a flow that assigns incoming leads to sales reps based on territory, industry, and current workload balance”
Intelligently distribute leads to the right sales representatives based on multiple criteria to ensure fair workload and appropriate expertise
Account Health Score Calculator Flow
Prompt:
“Create a flow that calculates an account health score based on recent activities, open cases, opportunities, and NPS score”
Automatically evaluate the health of customer accounts using multiple data points to identify at-risk accounts and opportunities for growth
Contract Renewal Process Flow
Prompt:
“Design a flow that initiates the contract renewal process 90 days before expiration with notifications and approval steps”
Streamline the contract renewal process with automated notifications, task creation, and approval workflows to prevent contract lapses
Case Escalation Flow
Prompt:
“Build a flow that automatically escalates support cases based on priority, age, and SLA compliance”
Ensure critical customer issues are addressed promptly by automatically escalating cases that meet specific criteria to higher support tiers
Opportunity Stage Update Flow
Prompt:
“Create a flow that updates opportunity stages based on completed activities and field values”
Keep opportunity stages accurate and up-to-date by automatically advancing them when specific criteria are met, ensuring sales pipeline accuracy
Customer Onboarding Flow
Prompt:
“Design a flow that creates and assigns onboarding tasks when an opportunity is closed-won”
Streamline the customer onboarding process by automatically creating task sequences, assigning responsibilities, and setting deadlines when a deal closes
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