Flow Builder: Adding notes that explain the process - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
1,450  Points
Idea has been posted. Give it an upvote or downvote.

Flow Builder: Adding notes that explain the process

Process Automation

Context: In a really fast paced economy, ​​​​​​Flow Builder is expanding its capabilities in every release, new elements are opening the possibilities, more subflows and Apex are connected to flows, and in the next 2 realeases we can potentially start migrating our processes from Process Builder to Flow Builder.

As a developer, I can comment my code and peer review is feasible, but it's not that easy for a point&click team member.

As a business analyst / Admin / App Builder, I want to track the business logic in correlation with the configuration in the Salesforce flow. I want to:
  • Add short relevant comments in the canvas so I don't need to open each element and see the "Description" field as of today. These comments are stored in each version of the flow, so we have a more deeper understanding of the evolution of the business logic for a flow.
  • Mention a group or users in my org's Chatter so the business analysis process is connected to the flow

Expected benefits:
  • This would replace lots of Word, Excel etc documents massively.
  • A more effective conversation will happen in our development teams
  • Less errors in flows due to conflicts in logic build

User-added image

Merge Idea · Flag

  • Upvotes
  • Downvotes



from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.