Available conversational subflows

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Workflow Studio provides a set of subflows that are preconfigured to be compatible with and callable by conversational interfaces such as Now Assist.

    Name Application Scope User roles required
    Send Email Conversational subflows and actions admin
    Send SMS Conversational subflows and actions admin
    Look up Opportunities - Sample admin
    Look up Contacts - Sample admin
    Look up Accounts - Sample admin
    Look up Leads - Sample admin
    Create Lead - Sample admin
    Add User to Group using Email Address - Sample admin
    Add User to Group - Sample admin
    Look up Direct Reports - Sample admin
    Look up Group Members - Sample admin
    Look up Groups - Sample admin
    Look up Users - Sample admin
    Look up Purchase Order - Sample admin
    Look up Images - Sample admin
    Run Instances - Sample admin