Flow for Manufacturing tools and Omnistudio for guided processes
Key Takeaway
Pick the Flow for Manufacturing tool that fits each need. Business Rules Engine automates complex decisions such as eligibility. To change the steps of a preconfigured OmniStudio guided workflow, customize its OmniScript.
Flow for Manufacturing is the Agentforce Manufacturing toolset for workflow automation and orchestration. The toolset bundles six low- to no-code tools, so configuring Agentforce Manufacturing well starts with matching each business need to the right tool. OmniStudio is the tool for branded, guided experiences. Some Agentforce Manufacturing workflows already come as OmniStudio components that you can customize.
The Flow for Manufacturing tools
Flow for Manufacturing is available in Enterprise, Unlimited, and Developer Editions. Each of its six tools suits a different kind of business need.
| Tool | Use it to |
|---|---|
| Flow Builder | Automate repetitive, manual, and error-prone tasks, create guided interactions, and define complex workflows with point-and-click tools |
| OmniStudio | Build personalized, fully branded, guided experiences across multiple channels and devices |
| Business Rules Engine (BRE) | Automate complex decisions, such as determining eligibility or qualification |
| Data Processing Engine (DPE) | Extract, transform, and load large volumes of data |
| Document Generation | Create documents such as contracts, proposals, quotes, and reports |
| Intelligent Form Reader | Extract data from faxed documents with automatic text extraction, so users don't type that data in by hand |
Flow for Manufacturing and Flow Builder are different things. Flow for Manufacturing is the whole automation toolset. Flow Builder, previously called Salesforce Flow, is one tool inside the toolset, used to create automated workflows.
A plant operations team has three jobs to automate. Suppliers fax in material certificates, so the team uses Intelligent Form Reader to pull out the data instead of typing it. At month end, the team needs totals across millions of shipment records, so the team uses Data Processing Engine. Every quarter, each dealer gets a report built from account data, so the team uses Document Generation.