Introduction
Introducing Flow Trigger Explorer, a powerful tool for managing your record-triggered flows with enhanced visual and interactive capabilities. Unlike the standard Flows list view, Flow Trigger Explorer offers a more intuitive interface for seamless management.
With Flow Trigger Explorer, effortlessly select an object and instantly access a comprehensive overview of all associated flows triggered by record creation, update, or deletion. This powerful feature empowers you to modify the execution order of these flows, ensuring optimal process sequencing with just a few clicks. The user-friendly interface streamlines navigation and enables efficient management of all flows triggered by the same circumstances.
But that’s not all! Flow Trigger Explorer goes above and beyond by allowing you to visualize and reorder record-triggered orchestrations. You now have the flexibility to mix and match the order of record-triggered flows and orchestrations, providing even greater control over your business processes.
When to use Flow Trigger Explorer
Managing Object Automation
Use Flow Trigger Explorer to access and review information about objects and their associated automation.
Controlling Flow Execution Order
If you need to change the order in which record-triggered flows run, Flow Trigger Explorer makes this task straightforward.
Monitoring Pending Actions
For time-based workflows or pending actions, use the Time-Based Workflow page to monitor specific instances of flows.
Use Flow Trigger Explorer to ensure the correct sequencing and execution of flows associated with object records. It helps you organize and optimize your flow triggers, leading to more efficient business processes.
Ways to Access Flow Trigger Explorer
There are two possible way to access Flow Trigger Explorer such as :
From the Flows list view
To access from the Flows list view, click Flow Trigger Explorer, next to the New Flow button.
Go to setup gear icon, then click on setup
Search “Flows” in Quick Find Box and then click on Flows
Click on “Flow Trigger Explorer” next to the “New Flow” button.
Configure “Flow Trigger Explorer”
From Object Manager
You can also access Flow Trigger Explorer from Object Manager. To access from Object Manager, click the object with the flows you want to manage, click Flow Triggers, then click Flow Trigger Explorer.
Here, Demonstrating the steps to use Flow Trigger Explorer from object manager in Salesforce.
Go to setup
Go to setup gear icon, then click on setup
Go to Object Manager
From setup, Click on “Object Manager“, Search object in Quick Find Box whose flow you want to manage, and then open it.
Go to Flow Triggers
From setup after open object, click on Flow Triggers and then Flow Trigger Explorer
Configure Flow Trigger Explorer
In Flow Trigger Explorer, User can add new flow or re-order existing flow by utilizing Edit order & New Flow buttons.
To Flow Details, find a flow in one of the category sections, click drop-down in that flow’s line, and then click Flow Details and Versions. The Flow Details pane opens.
Advantages of Using Flow Trigger Explorer
Intuitive Interface
A user-friendly, visual interface that makes it easier to manage and configure flows.
Improved Efficiency
Quickly reorder and modify flow execution with just a few clicks, reducing the need for complex configurations.
Comprehensive Control
Gain greater control over your business processes by organizing and sequencing flows effectively.
Real-Time Monitoring
Easily monitor time-based workflows and pending flow actions.
Conclusion
Flow Trigger Explorer revolutionizes the way Salesforce admins and developers manage record-triggered flows. Its intuitive interface simplifies the process of reviewing, reordering, and modifying flow execution for optimal business process management. By providing a centralized view of flows associated with a particular object, it enhances both visibility and control, making it an indispensable tool for flow management in Salesforce.
FAQs
What is Flow Trigger Explorer?
Flow Trigger Explorer is a tool within Salesforce that allows you to manage record-triggered flows more efficiently by offering a visual interface. It enables you to view, reorder, and modify the execution of flows based on specific objects.
Can I change the execution order of my flows?
Yes! Flow Trigger Explorer lets you change the execution order of your record-triggered flows with just a few clicks. This helps ensure that your processes execute in the desired sequence.
How can I access Flow Trigger Explorer?
You can access Flow Trigger Explorer from either the Flows list view or directly through Object Manager. The process is simple and allows you to manage flows tied to specific objects.
Do I need special permissions to use Flow Trigger Explorer?
Yes, you will need appropriate permissions to manage flows and objects in Salesforce. Make sure you have the necessary administrative access.
Can Flow Trigger Explorer manage time-based workflows?
Yes, Flow Trigger Explorer provides the ability to monitor time-based workflows and pending actions. However, for more detailed tracking, you might also want to use the Time-Based Workflow page.