directly from our product experts
flow release updates episode.
we will be taking your questions
their answers on Salesforce Plus.
So check out the description
because we've got the link
First up, Flow and Agentforce
join forces to eliminate tedious
And here you will see how together
Associate Product Manager,
Today I'm going to show you
automate complex manual processes
We're going to talk about
and the new human approval process
action that was released.
Let's take a look at Sally.
that their original proposal
was a tad too high for the company.
Now, normally at this point,
would have to meet to figure out
the best discount to provide.
She would have to get approval
craft an email to the customer,
But with agent, force and Flow,
that can all be automated for her.
created a new pricing agent
all of the opportunity information,
history, account activity,
is it's going to call a flow,
and then send an approval request
to include that new amount
So what we're going to see here
Jane, has actually just received
saying that an approval action
She can click into the record
and see the new opportunity
and an email is automatically
going to be sent to the customer
with the new offer details.
Here we see a record triggered flow
The first thing we see here
is this opportunity pricing
Now this agent was already built
and activated in Agent Builder,
under the new agent's category.
to generate this new promotion
The next thing you see here
is this parse apex action.
the output from the agent
into text and safe harbor.
But you won't need to do this
because the agent invocable
So you'll be able to specify
you expect from the agent directly
But for now, we need to use it.
The next thing you see here
is the Get Manager approval action.
to get started by shipping
So here we can take the output
send it across from approval
and specify who you want approved,
who you want to approve it.
or rejected, if it was approved.
we're going to update the record
The human approval process
emails to the original submitter
So if we go back to the record
that Sally now sees the new amount
the power of agent course
flows and flow approval processes
business tasks to save time
this customer relationships
and close more deals. Thanks.
All right. How cool is that?
powered by flow and Agentforce.
So many practical use cases
so get ready to see automation
approvals and integrations
easier to connect Salesforce
This demo is packed with time
Kayden Fu, Associate Product
Manager is here to show us,
I'm an associate product manager
on the flow Orchestration team,
to introduce our new features
and flow approval processes.
to a more impactful business
comes across an opportunity
and wants to submit the opportunity
as part of that opportunity
that East Coast athleisure
as a customer in NetSuite,
where this organization does
and financial management.
Let's now go to the sales app
this new opportunity for approval.
the assigned reviewer, in our case
can go into the approvals app
to view and approve the submission.
calls an auto launch flow
that confirms that this customer
and creates the customer record.
If we now go back to NetSuite,
we see that East Coast athleisure
to our list of customers.
Now let's go back in time
at how this approval process
is set up by our Salesforce Admin.
The admin wants to create
do with our new approval Wizard.
with the Approval Wizard,
including a dynamic visualization.
This eases the transition
from legacy approval processes
at the approval orchestration
that powers the approval process
there's a background step
called Create NetSuite Customer.
although we'd like to think
that the whole approval process
happens only in Salesforce,
workflows span multiple systems.
this organization does their order
that any new approved accounts
are also recorded in NetSuite.
if the customer exists in NetSuite
We can make this more robust
similarly to the Flow Get Records
similar powerful visual querying
and external systems like NetSuite.
The admin can set multiple
Much more powerful right?
In an advanced approval process
that may update records or invoke
changes in external systems
if the approval is recalled
Now, admins can manage that
right in the approval orchestration
which let you define what happens
For auditing purposes, we can
to see the complete steps,
with the duration of each step
to call an external service.
the approval creation process.
We're accelerating time to value
for flows designed to integrate
Just navigate to the automation app
and find the integrations tab,
as the previous connections tab.
and actions, and discover
the supported templates to
this template for a record
does the same thing as that
In this demo, we saw new features
such as the Approval Wizard,
connector templates and get records
from external systems actions
more powerful automations
and increased time to value.
That was a powerhouse demo.
with style screen flow style.
From customizable component widths
and smarter screen actions.
This update makes every click
feel smoother and smarter.
Sam Reynard, Senior Director
Product Management, is back
slick enhancements in summer 25.
one of the PMS on the float team,
and I'm so excited to talk to you
about some of our screenflow
enhancements for Summer 25.
as it's the same one that Adam
White showed us last release.
through a few of the enhancements
to process a customer return.
to find the right contact,
that they have been calling about.
going to choose the monitor.
I see additional information
that's going to be created
The first additional thing
that I'm going to highlight
for choice lookup options,
which lets you draw more,
I it doesn't really fit super
if I didn't also show you that
we now have a visual picker
component that uses those same
Now, something else you may notice
that are available within screens.
So these three components
here are in the same row, sharing
what looks like columns together.
But the component that comes
all the full width of the section.
because we're not actually
We are using a new component
in the builder very, very shortly.
can be set on any component,
no matter where it lives,
whether that is on the screen
itself, inside of a section,
like we see a feature here today,
which has been a really common
who have started using repeaters.
of the containers themselves,
item like you're seeing here.
So because I have set this to
more of that available space
until we move into the next row.
We are super excited about this.
with layout really quick.
you're able to set the width.
to control for each component
how much space it should take up.
grid technology as we did
to a total of 12 columns overall.
And so if something is taking up
that means it is full width.
So this is how I was able
to get each of the components
by side on top of description,
Now let's talk about icons.
how we're going to add an icon
So in this choice resource,
I'm able to choose an icon
and search for the specific
icon that I want to use here,
of any use adverse event,
because that feels appropriate
is actually about screen actions.
we're very excited about the GA.
By default, these actions run
as when their inputs change.
Their inputs are changing
to be values from components
that are on the same screen.
this action is what populates
And one of its inputs is the value
with only 1 or 2 characters.
So I'm going to use the new action
run conditions capability
to give additional conditions
for when the action should be run.
I have created a formula already
that checks for the length
to only run if the value from that
is greater than or equal to three,
Now the the action only run,
at least three characters
to work with for the search.
me and all of our enhancements
Oh, Sam, those updates are giving
screen flows a total glow up.
through your flows faster
from smarter flow creation
and an upgraded resource picker.
It's all about less friction
Kel Wetherbee, product management
and I'm excited to work with you
that are designed to make building
flows faster and more intuitive.
Let's start at the very beginning
with the Create Flow experience.
Whether you're in the automation
clicking on New Flow launches
You can browse by category
your frequently used types
If you already know what you need,
It's a faster and smarter
now for anyone with permission
Once you're inside the canvas,
interacting with the elements
has gotten a big upgrade.
opens its configuration panel.
and there's a new overflow menu
with access to copy, cut,
right from the card itself.
when the element is in focus,
clean and is uncluttered.
so they'll support new features
As Flow Builder continues to grow.
Trackpad users can now pinch
to zoom out and zoom in naturally.
No custom controls needed.
when selecting different elements,
and if you prefer the keyboard
It's all about reducing friction
as you explore larger flows,
and we're actively working on
from navigating the canvas
to navigating your resources
with a powerful enhancement
to expand your search to include
within structures, like records
partials with leaf fields
prioritized over traversable ones,
logically by label or API name.
This feature is available now
and let us know what you think.
look at what's new in Flow Builder
with even more improvements
on the way back to you, Carolyn.
never felt this effortless
for templates, attachments,
to craft the perfect email.
Director is here with a sneak peek.
for sending cinema action.
look at the demo send email
is divided into three groups
configure, receive entity,
configure sender details,
and configure email content.
All recipient details includes fee
Now there are two new fields
CC collection and BCC collection.
This means there is collection
We now have details of sender type
There are options to select
from any of the dropdown.
A user can also use resource
What you see here is sender type
of selecting the resource
and the dropdown which includes
or alternate email address,
you get the second configurator
where you have the option
These are the kind of improvements
configuring email content.
content related to email.
then it shows template ID.
And if we select compose email
then it shows subject body option.
Right now what you see is compose
You can view it as a rich text
email template ID is the.
which can be seen by the user
under use Email template.
templates and selection can be done
Once you select resource,
of picking it up from your sources.
Next is email attachment ID.
This attachment ID configurator
user will be able to see all files
which means they can select
from the dropdown, or pick it from
we are adding more improvements
there is collection support
User can associate a collection
as part of their attachments
another enhanced configurator
which ID can be selected.
That is further enhancement
when a recipient record ID
or related record ID is used.
These are the improvements
Well, that new email config
Back off the brand new time data
making it easier than ever
and calculate with time values
to decision elements and updates.
on your side. Let's look now.
I'll be talking about Time
we are bringing across the
how time is available across
Expression Builder, Formula Builder
So let's quickly look at the demo.
Users can now create resources
you can see we have two resources
with name start time and end time
and value of 10 a.m. and 5:30 p.m.
The API name and start time
with the respective default value.
we have end time with the API
name and time and default value.
I also create a time based formula
because we will be using time not
representing the current time.
we have decision element to compare
created in the first step.
Let us call it as time decision
and compare the start time
less than or the evaluation
for exact right evaluation.
Let us put some other element
which is this update record.
I'm using an update element
field of type time in account,
with the result of formula
created in the second step.
and we go in the debug panel
upon expansion, one can see
and because the comparison
the flow took the path one
is evaluated as evaluated as well.
So this is the capability
across the entire action framework.
type is a total game changer.
is running on our schedules
and we're going to keep going here
Some slick new updates are making
and actually kind of fun.
This debugger is built to work
Adam White, Product Management
so let's check out his demo.
I'm Adam White, product manager
and I couldn't be more excited
to share some of the enhancements
responsible for retrieving
from the AccuWeather API.
Converting it to a weather object
with a transform element,
So I'll go ahead and provide
our debug results to now use cards,
creating more visual separation
And also for each element.
We've added a summary at the top
to give you a quick visual
without diving into the details.
to see if there's any rain
I provided, just to make sure
But let's give ourselves a bit
With our new resizable panel,
way more detail on your screen,
what you need in the debugger
filter worked as we found
two forecast that predicted rain.
All thanks to the new formatter
So if you need to see where
relative to other elements,
and then jump to the result
If you need to export the log
and share it with a coworker
or format it in another tool,
all in Google Docs for you.
the debugger was helpful,
how all of these great additions
help you test and debug your flows.
Oh, Adam's always bringing it.
are a total forecast for success.
Clear skies ahead for flow testing.
I know, next up, flow testing
has two powerful new features
and running all your tests at once.
Using a simple CLI command,
Henry Liu, Product Management
let's see what's in store.
coming in the summer release.
First is negative assertion
to test your error scenario.
all your tests all at once.
And to view all your tests
you can click on this view
I already have a negative test.
If I go into it you'll see
I am expecting this update case
at update element to to fail
I want this flow to fail.
with the right error message.
And my assertions are passing.
you have to go to every single flow
You can use the CLI command
and you can type in flow run tests.
And I'm running in synchronous.
But you can also run it in
what kind of commands you can run,
you can go into our documentation
you can run different levels.
Define the exact tests you want to
synchronous mode or asynchronous.
different outputs to different,
So let's go back to the test.
here is a summary of what happened.
the test summary of what ran,
let me refresh this and you'll see.
With these new test features.
is feels less like guesswork
and more like a power move.
So now get ready to shine a light
on your trickiest of flows.
Let's take a look at flow
logging with a full walkthrough
silent failures and understand
with all the workarounds.
She's a product management director
Let's take a look at another
really exciting recent additions
if you ever try to troubleshoot
you know it can feel a little bit
that record wasn't created
when the flow was running.
Or some batches in a schedule flow
until now, getting visibility
into flow execution often meant
adding temporary debug screens
or even building your own custom
flow logging changes that
it gives you the detail insight
might have gone off track.
Let's jump into how to set it up.
Open in the flow builder.
First thing you want to do
open the Flow Properties panel.
going to expand the advanced part.
you can see the dual flow
at the bottom of the screen.
like when the flow is completed,
and whether it encountered
Let's go ahead and set up
You're going to click on install
and set up package button.
What this does is it configures
everything you need in your order
to power the logging experience.
If you click on the revert status,
you will see a progress message
you have the option to enable
each time this flow runs,
that using flow logging to Zoom's
while logging is powerful,
for every flow in production.
Use it when you need to monitor
that are business critical
and need extra visibility.
Now let's talk about what
you now have a flow run reported
to build your own report.
Let's look at the report.
to track the schedule of flows
I can see the version of the flow
was finished successfully.
because this is a schedule flow.
I can see the date in a time
when this flow is scheduled to run,
the completed date and time
and I would see the error
and that a recent columns.
for monitoring and transparency,
especially when working with flows
that run behind the scenes.
And don't throw obvious errors.
and no trigger auto lunch flows,
and include more flow types
in the upcoming releases,
but also working on adding
logging for each flow element.
So flow logging can be like
Wow, that is really exciting.
is like flipping a night vision
amazing flow episode with real time
engagement is about acting.
a customer engages with your brand
let you respond instantly
to real time actions like page
Using customizable engagement
manager on the Flow Builder team.
We know that it's critical
are engaging with your brand.
with an out of the box library
of all the most common use cases,
such as email link, click.
But what if you want to reach
visiting your new spring promotion
Now you can create a custom
and their fields to set filters.
Head to the automation app
that your admin can enable
called Engagement Signals
to orchestrate your flows
your personalization strategy,
all with one library of events.
we'll listen to our website
that's interacting with our brand.
to page views on a page called
Now we can find our new event
So we can trigger a flow.
Look for more exciting updates
Event triggered flows coming soon.
And now back to you, Carolyn.
Wow, that is really, really awesome
they just got smarter, faster
and ready to meet customers right
Thank you to the product team
for sharing all of the innovation.
So make sure you fill out the Q&A
form to get your questions answered
and tune back into Salesforce
Plus on Monday, June 23rd at 9 a.m.
Pacific to hear from this amazing
and we will see you in winter.