Guides

Test and activate

Test your flow as a rehearsal, then turn it on. Both buttons sit at the top of the canvas.

Test Flow

Test Flow runs your flow again using the data from its last real run. It does not count toward your usage, so run it after every change. If something is wrong, you see it here instead of in front of a customer.

Activate

Activate is the switch. From that moment the flow runs on its own, every time its trigger happens. Nobody has to remember anything.

Versions

The clock icon above the canvas holds the versions of the flow. Every time you save, you can give the version a name and go back to an earlier one later.

The bar at the bottom

Undo, redo, zoom, fit to screen, and View Logs, which shows what happened on each run of this flow, step by step.

Build in a sandbox first. Test your flow there, and only then build it in the org your team uses every day.

Next

Watch it run in Logs.

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