Salesforce Summer’25 Release Notes | Flow Builder Updates – Page 10 – Salesforce Training Articles & Latest News

Get Related Records with Get Records Element (Beta)

It is not possible to get also related records in a single query in Flow Builder. Previously, related records could only be retrieved with separate Get Records elements. Related records in the Get Records element are available only in autolaunched flows

Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Pro Suite, Professional, Enterprise, Performance, Unlimited, Developer, and all Einstein 1 editions

How: To get related records, open an autolaunched flow, add a Get Records element and then:

Enter the element label (1) and API name (2)

Select the object (3)

Check the Also get related records (beta) (4) checkbox and click Select Related Records (5) button

Select the account fields to get (6) and filter or sort the collection (7)

Click the plus icon (8), select the related list and click Select Object button (9)

Select the related object fields to get (10) and filter or sort the collection (11)

Click Save

Note This feature is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory . Use of this pilot or beta service is at the Customer's sole discretion

Find More Resources with Expanded Search (Beta)

When searching for and selecting resources in Flow Builder, you can now choose to expand your search to include results from an expanded set of resources, like fields from records and related actions, components, and outputs. This feature was previously released in Winter ‘25, but was later removed but is not reintroducing after addressing customer feedback

Where: This change applies to Lightning Experience and Salesforce Classic in all editions

How: To include more resources in your search, click Expand Search (Beta) when searching for resources

After clicking Expand Search (Beta) , your search results update to include fields from records and related actions, components, and outputs. Exact matches without children, and other exact matches are returned first, followed by partial matches without children, and then other partial matches. Recommend results are also prioritized, depending on the context of your search. For example, picklist values when searching within a picklist. To go back to the standard search experience, click the reveredWhere: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. This change applies to flows that run in API version 64.0 and later

Note Expanded Search is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory . Use of this pilot or beta service is at the Customer's sole discretion

Manage Time-Specific Data Easily

Use resources and fields of the Time data type to process data where only the time of day matters and not the associated date. You can specify the time of the day down to the exact millisecond. The Time data type is available across flow elements, formula builder, expression builder, subflows, and resources such as variables and constants. It’s also available in input and output to and from invocable actions. The time data type isn‘t supported in the offline flows available on the Salesforce Mobile app

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. This change applies to flows that run in API version 64.0 and later

How: The time data type is available across flow elements such as Action, Assignment, Collection Filter, Collection Sort, Create Records, Delete Records, Decision, Get Records, Subflow, Transform, Update Records, and Wait for Conditions. Use these time functions in the formula editor: HOUR() , MINUTE() , SECOND() , MILLISECOND() , TIMENOW() , and TIMEVALUE() . When you enter a time in a time field, use the hh:mm:ss.SSS AM/PM format. Including seconds or milliseconds is optional. For example, 9:00 AM , 5:30:05 PM , and 14:45:53.650 PM are valid time values

For example, with the time data type, you can create a flow that sends an email reminder 30 minutes before a meeting. You can also use it in decision elements to check the time of day, and then take different actions based on whether it’s before or after business hours. While you can create these example flows with resources and fields of the date/time data type, you’d need to use flow formulas to extract time from the date/time input. Resources and fields of the time data type allow for direct and straightforward use of time in your flows

View Picklist Selections as Pills

After selecting a picklist value, to make your selection clearer and easier to understand, the selection is rendered as a pill with an easy-to-read label. Previously, picklist selections were shown with API names, which could vary significantly from the provided labels. For example, a picklist option labeled “True” could appear as the value “1” after selecting it

Where: This change applies to Lightning Experience and Salesforce Classic in all editions

Select an Entire Resource More Efficiently When Browsing Through a Resource

The new Entire Resource menu item on the resource selection menu streamlines how to select the entire resource that you’re currently browsing. Previously, to select the entire resource, you had to select the resource from the resource menu, and then click out of the menu without selecting a specific field

Where: This change applies to Lightning Experience and Salesforce Classic in all editions

How: To add the resource you’re browsing, after selecting a resource in the resource picker, click Entire Resource . For example, clicking Entire Resource when browsing through a triggering record's fields selects the entire triggering record as a resource

Test Flows for Error Handling

With the new Has Error operator, you can configure negative assertions in a flow test. Intentionally test flow paths where things don’t go according to plan, ensuring that your flows handle errors gracefully. Previously, you configured only positive assertions that tested for successful outcomes, which left gaps in your testing. The Has Error operator is available in flow tests for record-triggered and data cloud-triggered flows. Select the Has Error operator to configure negative assertions for Create Records, Update Records, Delete Records, and Action elements

Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Pro Suite, Professional, Enterprise, Performance, Unlimited, Developer, and all Einstein 1 editions

Why: With negative assertions, your flows can now check for errors and edge cases effectively. For example, consider a flow that processes customer data. You can create a test to make sure the flow handles invalid input, such as a missing required field. This test verifies the flow’s error handling, making your processes more robust

How: In Flow Builder, create a data cloud-triggered flow or record-triggered flow. Add the Create Records, Update Records, Delete Records, or Action element. Save the flow. Create a flow test and click Set Assertions . For Operator, click Has Error

Zoom Through the Flow Builder Canvas with Touch Gestures and Keyboard Shortcuts

You can now zoom in and out of the Flow Builder canvas using pinch-to-zoom gestures

Where: This change applies to Lightning Experience and Salesforce Classic in all editions

How: When viewing the Flow Builder canvas, pinch to zoom in and out. Alternatively, use these keyboard shortcuts

COMMAND MAC OS WINDOWS Zoom In Cmd + Option + +

Or

Cmd + Mouse Wheel Up Ctrl+Alt++

Or

Ctrl+Mouse Wheel Up Zoom Out Cmd + Option + -

Or

Cmd + Mouse Wheel Down Ctrl+Alt+-

Or

Ctrl+Mouse Wheel Down Zoom to Fit Cmd + Option + 1 Ctrl+Alt+1 Reset Zoom Cmd + Option + 0 Ctrl+Alt+0

Select Resources Efficiently for More Elements When Adding Fields and Values

With this update, Flow Builder makes it easier to select resources for Start element triggers for schedule-triggered flows and for Update Records, Get Records, and Delete Records elements for all flow types. We now group the fields and values of manually selected objects with clearer labels to help you identify and select resources more easily

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Essentials, Professional, Enterprise, Unlimited, and Developer editions

How: Create or open a schedule-triggered flow. For the Start element, select the object that you want to work with. In a row that defines a condition, click in Field and Value to show clearly labeled groups of resources

For Update Records, Get Records, and Delete Records elements, use the clickable breadcrumb path (1) to navigate through resource groups. Icons indicate different resource types. To get details (2) about a resource, hover over its info icon. To create a new resource, click New Resource (3)

Easily Discover and Add an Asynchronous Path in Record-Triggered Flows

When creating a Record-Triggered flow, you must add an asynchronous path when the flow involves external systems. The Add Asynchronous Path toggle is now more prominently displayed on the Start node, ensuring you don't overlook this crucial step for successful integrations. Additionally, if you attempt to add an action to the immediate path with a callout without enabling the Add Asynchronous Path toggle, a warning appears to ensure your flow can proceed correctly

Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions

How: Open the Start node of a Record-Triggered flow. In the Is this flow making an external callout or connecting to an external system? section, enable the Add Asynchronous Path option

Build on Your Successes by Saving an Existing Flow as a Template

Whether you have a flow that performs well or took you a long time to finalize, it’s now easier to save a flow as a template for future use. On the flow properties window, you now have the option to Save as Template, which will add the flow to the templates available when creating a new flow

Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions

Manage Elements Faster in Auto-Layout Mode for All Flow Types

Improved element cards in the Flow Builder canvas make it easier to create and edit flows. The element cards offer a larger selection area, one-click access to the configuration panel, quick access to common element actions, and an improved canvas experience with less visual noise. These element cards are now available for all flow types in auto-layout mode

Where: This feature is available in Lightning Experience for Enterprise and Unlimited editions

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Salesforce Summer’25 Release Notes | Flow Builder Updates

10. Build on Your Successes by Saving an Existing Flow as a Template

Salesforce Spring’25 Release Notes | Flow Extensions and Management

Why Agentic AI Is Gaining Traction Among Global Telecoms Looking to Reduce Churn and Reignite Growth

Antonis Melakis

Why Agentic AI Is Gaining Traction Among Global Telecoms Looking to Reduce Churn and Reignite Growth

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