Salesforce Flow has become the go-to automation tool on the Salesforce platform. Today, you need Flow for almost any type of automation, from updating records and guiding users through business processes to integrating systems and building custom logic. Even with Agentforce, many actions ultimately rely on flows to perform the actual work. As a result, the number of flows in a Salesforce environment can grow very quickly. As that number increases, keeping flows organized becomes both more difficult and more important.
With the Winter '27 release, Salesforce introduced a new feature that makes Flow organization much easier: Flow Tags. You can now create tags and apply them to your flows. It gives you a more flexible way to categorize, find, and manage your automations.
What Are Flow Tags?
Flow Tags let you label your flows so you can categorize and find them more easily. You can assign multiple tags to the same flow, which lets you organize a flow in several different ways without depending only on its name. For example, you can tag a record-triggered flow that updates Account records with Sales.
You organize tags under Tag Categories. Each category represents a type of information that you want to use to classify your flows. For example, you can create a Business Area category and add tags such as Sales, Service, Finance, and Marketing.
With this structure, you can organize your flows based on the criteria that matter most in your Salesforce environment.
How to Create Tag Categories and Tags
Before you assign tags to your flows, you first need to create the tag categories and the tags that belong to them.
Open the Automation app in Salesforce and go to the Tags tab.
From there, you can create a new tag category and add the tags that you want to use under that category.
For example, you can create a category called Business Area and add tags such as:
- Sales
- Service
- Marketing
- Finance
When you create your categories, think about how you actually want to find and manage flows later. Instead of creating too many highly specific tags, use broader categories that you can reuse across many flows.
Once you create your tag categories and tags, you can start assigning them to your flows.
How to Assign Tags to Flows
After you create your tag categories and tags, you can start assigning them to your flows.
Open the Automation app and go to the Flows tab. Find the flow you want to organize, open the row-level actions, and select Assign Tags.
Then choose the tags you want to apply and save your changes.
You can assign multiple tags to the same flow. For example, you can tag a flow with Sales under the Business Area category and Approvals under the Purpose category.
You can also assign tags while saving a flow in Flow Builder. When you use Save As, Salesforce lets you select tags as part of the flow details.
How to Find and Filter Flows Using Tags
Okay, you added tags to your flows, then what?
The real value of Flow Tags comes from using them to find and organize your flows more easily. Open the Automation app and go to the Flows tab. Add the Tags column to your list view if it is not already visible, so you can quickly see which tags each flow has.
You can also filter the list by tags. For example, if you only want to see flows related to Sales, filter by the Sales tag. You can narrow the list further by combining tags, such as Sales and Integrations.
You can also open an individual Tag record to see which flows use that tag. The tag record page includes a related list of flows, which gives you another convenient way to review all automations associated with a specific business area or purpose.
For example, if you open the Sales tag, you can quickly see all flows that you classified under Sales without building a separate list view or filter.
This becomes especially useful in orgs with a large number of flows. Instead of relying only on flow names or scrolling through a long list, you can use tags to focus on a specific business area or purpose.
One important thing to know is that this functionality is available in the Automation app, not from the regular Flows page in Setup. If you continue managing your flows only from Setup, you won't get the same tag-based organization experience.
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