Automation Search — keep your automation in check

Search across all your Salesforce automation with ease with our new free search tool

Elliott
Elliott
Jul 11, 2018 · 3 min read

As a Salesforce Admin, it can sometimes be tricky keeping on top of all the automation you’ve built, which, although aimed at making your life easier, when you’re spending hours trying to work out why a field keeps changing for no apparent reason it gets pretty annoying.

Here at Appitek we’ve been in this position quite a few times and have decided to try and make a tool to help make it easier to pinpoint what’s happening, with our free Automation Search Tool.


Once you open the tool it will let you pick what types of automation you want to search across, such as:

  • Flows
  • Processes (Process Builder)
  • Apex Triggers
  • Apex Classes
  • Workflow Rules
  • Validation Rules
Select your automation types, login to your Salesforce environment, and off you go!

Once you pick what you want to search across you can log into your Salesforce environment and the tool will retrieve all the necessary Metadata for the different automation types.

All your automation, in one easy to view place!

The tool will then display all your automation records showing you the Name (with a link to the record!), Salesforce Object that the record belongs to, type of automation (i.e. Trigger or Process Builder), and the Created and Last Modified dates (useful for finding who has been messing with your Flows!).

You can then search the table with any keyword, such as ‘Opportunity’ or ‘Custom_Field__c’, and the tool will find instances of that search within the data of each record.

Search through lines of Apex, Flow formulas and decisions, and Validation Rule errors!

Depending on the type of automation the tool will return the different locations that it finds your search query:

  • For Apex Triggers and Apex Classes it will return the line number in the code for each time it finds your query
  • For Flows and Processes it will return the type and name of Flow component that it finds your query in i.e. Decision, Formula, Choice.
  • For Validation Rules it will return what part of the Validation Rule your query was found in i.e. the error message, or the error formula

With the Automation Search Tool you can easily find a specific field and where it is mentioned in your Flows, or maybe you keep getting a validation error but not sure which rule causes that error, simply enter the error message and you’ll see where it’s coming from! At Appitek we’re always trying to make life easier for Admins and Developers in the Salesforce ecosystem.


We hope that the Automation Search tool proves useful to you! Try it out today on our website, or you can install it directly into Salesforce via the AppExchange listing.

If you have any suggestions of how we could improve this tool or ideas for other tools please contact us and let us know — we are continuously trying to improve our admin and developer tools so would love to here from the community.

You can get in touch with us in the comments below, or through our feedback form.


At Appitek, our aim is to help make your job easier, by creating simple but effective Salesforce applications that make you more efficient at what you do.

Appitek is a registered Salesforce ISV partner.
Salesforce and Salesforce Lightning are registered trademarks of Salesforce.com

Appitek

We build innovative solutions for business, using the best of modern capabilities and technologies. Behind all that? The power of Salesforce.

Elliott

Written by

Elliott

Multidisciplinary full stack developer, with a history in product & digital design. CTO at Appitek Ltd.

Appitek

Appitek

We build innovative solutions for business, using the best of modern capabilities and technologies. Behind all that? The power of Salesforce.

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