Salesforce is a robust solution, and as your company grows you'll need to better organize your Automations and Workflows. As a Rev Ops Manager or Salesforce Admin, organizing this data will provide you with the peace of mind that you can easily see which business processes align with your automations both in Swantide and Salesforce.
Below are a few ways to organize your Automations in Salesforce by using Salesforce Tips and Tricks as well as the Swantide app.
Tip 1: Manage your Flow List View:
Go to Setup > Flows > Select a List View or Create a New List View
To Create a New List View click on the Cog Wheel and select New under List View Controls
To Edit fields presented on your List View > Click the Cog Wheel > Select Fields to Display
We recommend to add the Following Fields
Triggering Object - The object where the Flow starts from
Flow Label - the name of the Flow
Description - Describe what the Flow is doing
Process Type - is this an Auto Launched Flow? Is this a Record Trigger Flow
Active - Whether its Active or Not
Last Modified Date - the date in which the Flow was modified
Tip 2: Use List View Filters to Organize your Flows
Repeating the same steps as Tip 1, you can also add a List View filter to manage your Flows based on Triggering Object Type.
Click on the Cog Wheel > List View Controls > Add a Filter for "Triggering Object or Platform Event Label"
In this Example, I typed out "Account"
Once you click "Done" and "Save" you now have a List View that where you can keep track of all your Flows that relate to the Account Object! Make sure to relabel your List View that makes sense!
Tip 3: See all the Flows under a Specific Object Type
Go to Setup > Flows > Flow Trigger Explorer
When you click on the Flow Trigger Explorer you'll see the following screen appear.
Here you can see what Flows are getting triggered from the Account Object but you can can also select other objects a well!
If you want to select another Object click the downward arrow next to the Object Name
Similarly, if you want to see flows that trigger when a record has been Updated or Deleted by each object, select the downward arrow next to "Created"
Tip 4: Mapping your Swantide Workflows to Salesforce Flows
In your Swantide App, go to Configuration > Workflows. From the Workflows Tab, you can see what Workflows you have enabled.
When you select an "Enabled Workflow" in the App - you can map the Swantide Workflow to the Workflow that is in your Salesforce Instance by clicking on the down arrow.
In this example we can see that this Workflow is tied to the Flow in your Environment called "Flow: Swantide_Create_Opportunity_Team_Member_Automatically"
Organizing your Salesforce Flows and Bringing them into Swantide
If you have flows that were created outside of Swantide, meaning that these were flows that were not deployed in the app but were custom built into your Salesforce directly, you can catalogue them into Swantide by using the "Create Your Own Workflow" Feature.
To get started log into app.swantide.com and then under Configuration > go to Workflows.
From the Workflows Tab, you can select the "Create your Own Workflow" option, which presents you with two options.
Option 1: Create From Template
These are Repeatable Workflows that Swantide has created to easily deploy into your Salesforce environment. In this sense, repeatable means you can use the Workflow Template again for many use cases after being initially deployed.
Option 2: Create Your Own Workflow
Here you can create a Workflow in the App to map to your Salesforce Workflow, whether it being a Custom Object, Field, Flow, etc.
In the below example, I am bringing in a Flow that was created in Salesforce (IE not deployed from the Swantide App) and associating that flow to a Workflow in Swantide so that I can organize all my Workflows in the App.
Title = The title that you want to give your Workflow
Business Description = The description of the Workflow that makes sense to your Business Process
Category = Which Category do you want to store this Workflow in? The below example deals with Opportunities, so I assigned it to the Category "Improve Sales Ops"
Type: You want to bring in the Metadata Type associated with this. Since this is a Salesforce Flow, I selected the Type "Flow"
Object: This will be the API name of the Metadata Type you are bringing in based on the Type you selected above.
Once you click save, the new Workflow Association that you created should now appear under the Category that you saved it under.
