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Getting Started with Einstein for Flow

Getting Started with Einstein for Flow

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In the Summer ‘24 Release, Salesforce launched the beta version of Einstein for Flow, which is a generative AI tool that helps Salesforce admins, regardless of their programming experience, to easily create functional Salesforce Flows via natural language prompts. 

New to Flow? Check out An Introductory Guide to Salesforce Flow for Marketers

How Einstein for Flow works

Einstein for Flow is a generative AI tool that helps Salesforce admins, regardless of their programming experience, to easily create functional Salesforce Flows via natural language prompts. You simply describe your flow requirements in plain text instructions, and Einstein does its thing to interpret those instructions and generate a draft flow for you.

Salesforce Einstein for Flow Requirements

To take advantage of Einstein for Flow, you’ll need to ensure:

  • Your org supports Einstein for Flow. This feature is available with:
    • All Einstein 1 Editions
    • Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein for Platform add-on.
  • Users who will use Einstein for Flow must have permission to use Manage Flows.
  • You also need to make sure you have enabled Einstein Generative AI in your org.
  • You will also need to opt in from the Einstein for Flow (Beta) setup screen.

Creating a Flow with Einstein for Flow

  1. When you click New Flow, select Let Einstein Help You Build and click Next.
  1. Enter a prompt with instructions on the flow you want to build.
  • In the Instructions section, describe the task or process you want to automate. Provide as much detail as possible to try to get better results.
  • Not sure how to write your instructions? Expand the Get Started with Sample Instructions section.
  • For more tips on how to craft your prompts, see the Prompt Tips section below.
  1. After a few seconds, the flow is created, and a feedback modal is included on the canvas.
  • See the Helping Einstein Improve section below.
  • You’ll also notice that ‘This flow was created by generative AI.” banner is located at the top of the page, so that it’s clear how this flow was built.

Tips for Building a Great Prompt

When writing your prompt instructions, there are some guidelines for getting started:

  • Start the instructions with “Create a flow.”
  • Effective instructions include:
    • The type of flow to create
      • for example, “Create a record-triggered flow that….”
    • When the flow starts or if it has screens.
      • for example, “…that starts when a lead is created…” 
    • The names of objects and fields to use for criteria and actions.
      • for example, “… create a task for the Lead Owner” instead of  “..create a task for the sales rep”
    • The actions you want the flow to take.
      • for example, “…send an email to the Lead owner…”
    • The criteria and logic to use to identify specific records.
      • for example, “…accounts with an annual revenue over $500,000…”
  • Provide as much detail as possible.
  • Start simple and expand from there. Stick to basic instructions that the resulting flow needs a small number of elements to implement. Confirm the resulting flow is built as expected before adding more complexity to your instructions.
  • Don’t forget to use proper grammar and spelling!

Helping Einstein Improve

Einstein for Flow is still learning how to build accurate flows. Some flows created by Einstein for Flow won’t be built the way you expected. Here’s how you can give feedback:

  • Start Over – If the output doesn’t meet your expectations, you can generate a new output by starting over. You can use the clipboard icon to copy the previous prompt if you want to tweak it in the next version. The generated output from the previous attempt isn’t saved and the new output replaces it.
  • Provide Feedback – You can also give your feedback about what’s wrong with the flow. That helps Einstein for Flow continue to improve and build increasingly accurate flows.

Einstein for Flow Considerations

  • Flow Types supported include:
    • Screen Flow
    • Record Triggered Flow
    • Schedule Triggered Flow
  • Support building flows that include:
    • Standard and custom objects & fields
    • 3-6 custom objects
    • Create, Update, and Get Records, Screens and Send Email
    • Record variables, formulas, email templates
    • Fault paths
  • Einstein for Flow uses their CodeGen model for its natural language processing. 
  • Keep in mind that this is feature is in beta and as a generative AI tool it’s still learning. It’s a good idea to review all aspects of your flow to ensure accuracy. Check for things like field names and dates are correct, for example.

Additional Resources to check out:

The Future is Bright 😎

While this is still in its early stages, the potential looks to be awesome as a tool that can: 

  • Help those who are less technical or new to Flow get up to speed more quickly
  • Give more advanced admins a starting point that they can run with instead of starting completely from scratch

And the possibilities don’t end there. Imagine a world where we had a genAI tool that could:

  • Scan a flow and summarize what it does. As a new admin, how amazing would it be to scan the flows in your new company’s org to get up to speed more quickly!
  • Evaluate a flow against best practices. Think of how much easier it would be to find and resolve hardcoded IDs or DML elements in a loop!
  • Creating tests for the flows built

(*these are my opinions only and not tied to Salesforce’s roadmap for this tool, although I hope the Flow team keeps this wishlist in mind 😉.)

What has you most excited about this tool? What would you love to see this feature do in the future? Let us know in the comments.

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  • Heather started her career in technology, then grew into roles leading digital marketing and marketing & sales operations. Today, she holds 8x Salesforce and Pardot certifications. Before joining Sercante, Heather wore many hats, including project manager, technical writer, technical support, as well as digital marketing, marketing and sales operations. At Sercante, Heather keeps Sercante on top of Salesforce platform updates and best practices, to help clients achieve the maximum value from their technology investment. When she’s not working, you’ll find her cuddling with branch managers, on a yoga mat or ramping up her pottery skills. Her motivation is to deliver kick-ass solutions for clients and to support her team learn and grow at Sercante and in the Salesforce ecosystem.

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