FlowRunner
For Salesforce administrators

Flow templates

Best-practice Screen Flows built for FlowRunner. Install a template into your org, add it in the FlowRunner admin portal, and your team can run it on any email — then customize the flow in Salesforce Flow Builder to match your process.

Create Opportunity from an email

The full email-to-pipeline motion in one flow: it takes the people on the email you're reading, creates or updates them as Contacts, links them to an Account, and creates an Opportunity with those contacts attached — all pre-filled from the email context, without leaving your inbox.

  • Upserts the email participants as Contacts and links them to an Account
  • Creates an Opportunity with the contacts added as Contact Roles
  • Shows how to use the FLR_inputContacts, FLR_inputEmailMessage, and FLR_inputUser input variables in a real sales use case
Install Demo Flow Replace "login" with "test" in the URL for Sandbox.

After installing

  1. Open the FlowRunner admin portal and go to Connections.
  2. Expand your org and click Add Flows to make the template available to your team.
  3. Customize it any time in Salesforce Flow Builder — FlowRunner picks up your changes on the next run.

New to FlowRunner? Start with the installation guide.