Flow Trigger Explorer
Streamlining Salesforce Flow Execution
The Salesforce Spring ’22 release introduced the Flow Trigger Explorer. Users can use it to view their record-triggered flows and orchestrations. It was generally available in previous releases. However, it lacked some critical functionality required for a good UI. These improvements were made with Spring 22. And now, the Flow Trigger Explorer is beneficial for working on record-triggered flows. This article explores the significance of these updates. It also showcases how they’ve transformed it into an exceptionally useful tool.
Overview of Flow Trigger Explorer
Flow Trigger Explorer lets users see the order in which their record-triggered flows run for a specific object. To access it, you can click on it in any record-triggered flow. Once you do that, it will take you to Flow Trigger Explorer. Below (Figure a) is an option to open it from a flow.
We have an option to select the object that users want to view using the Flow Trigger Explorer. Users can also choose which triggers they wish to see. One example is viewing when an account is created, updated, or deleted. Also, users can choose whether they want to their flow to run when a record is created or updated, or both.
Users can see all their record trigger flows listed when a record is updated. We also can view whether the flows are active or inactive. Users can click on a specific flow to edit it and see the available versions. Users can also see the version number and API version. (See Figure C below). Users can also go back in time and activate previous versions from the dialog box. This is helpful.
Controlling Order of Execution of RT Flows
We have the “Edit Order” button in the Flow Trigger Explorer. It allows users to control the order of execution of Record Triggered flows. (Refer to Figure b).
Before the Spring ’22 release, experts suggested creating a single flow for each object. This meant building one flow to run before saving and another for after saving. Also, there was no way to ensure the trigger execution order, leading to unexpected results. Now, with Flow Trigger Explorer’s edit order feature, users have the flexibility to change the sequence of triggers. They no longer need to adhere strictly to the previous rules.
Benefits of Flow Trigger Explorer
The Flow Trigger Explorer from Salesforce brings several advantages to streamline your workflow:
- It enables us to manage the execution order of record-triggered flows for a shared object. Rather than creating one huge flow that tries to do everything on one single object, it is recommended to experiment with multiple flows.
- It lets us manage the execution order of record-triggered flows for the same object with multiple flows.
- It is a great tool that helps tighten the start conditions and entry criteria on record children’s flows to build multiple flows. This approach is more efficient and effective than creating a single flow with subplots.
- The naming and organization of flows are also essential factors to consider. It is advisable to enter comments and document flows properly. Using a naming convention that works for you will help you find your flows quickly and easily.
Conclusion
Using the Flow Trigger Explorer in Salesforce and following good practices make your automation work better. Instead of making one large flow with many parts, creating several smaller flows using the Explorer is more efficient. It’s essential to give your flows clear names, keep them organized, and write down what they do. This helps manage your flows better. The Flow Trigger Explorer is a helpful tool that makes it easy for users to create and control their flows.
References
Introducing Flow Trigger Explorer: View All Your Triggered Automation in One Place
