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Salesforce Summer ’22 Highlights: Flow Trigger Explorer

Flow Trigger Explorer lets you view your triggered automation in one place—and now there’s drag-and-drop functionality. Read on for details.
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Salesforce Flow Trigger Explorer has even more capabilities since the Summer ’22 release. With the Workflow Rules and Process Builder set to retire, it seems that Salesforce Flow will continue to blaze the trail for Salesforce automation.

What’s New in Flow

With the Summer ’22 release, you can manage the run order of record-triggered flows from Flow Trigger Explorer by dragging them into place. This update lets you easily arrange the sequence in which flows run.

First step: Open Flows in setup. Then, click the Flow Trigger Explorer option.

Open Flows in setup. Then click the Flow Trigger Explorer option.

 

A screen will open so you can view flows tied to a particular object based on the action of a record that triggers the flow. The screenshot below shows flows for the Account object—but you can choose any object by using the record drop-down arrow. Flows also can be viewed based on action criteria—like if a record is created, updated, or deleted.

Flows also can be viewed based on action criteria—like if a record is created, updated, or deleted.

 

Each of the three sections shown above—Fast Field Updates, Actions and Related Records, and Run Asynchronously—filters flows to how they are optimized in the Configuration Start. Flows can only be sorted by their run sequence within each section. For example, a flow that runs before a record is saved can only be set in run order with other flows that also run before a record is saved.

Actions and Related Records

 

To edit the order flows run, click the Edit Order button in the Actions and Related Records section.

Click the Edit Order button in the Actions and Related Records section.

 

As you scroll over the white blank area on a line, your cursor will change to a hand. Then you can drag and drop the line you want to move.

When the sequence looks correct, click Update.

When the sequence looks correct, click Update.

 

Updating the sequence of an active flow in this manner will create a new version of the flow.

Managing the run order of record-triggered flows from Flow Trigger Explorer is just one of many Salesforce Summer ’22 release updates.

Ready to take advantage of more Salesforce capabilities? The Business Technology Solutions team at FORVIS has certified experience in Salesforce systems. Ask about our Salesforce support services or request a demo by using the Contact Us form below.

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