As a Salesforce Admin, it can sometimes be tricky keeping on top of all the automation you’ve built, which, although aimed at making your life easier, when you’re spending hours trying to work out why a field keeps changing for no apparent reason it gets pretty annoying.
Here at Appitek we’ve been in this position quite a few times and have decided to try and make a tool to help make it easier to pinpoint what’s happening, with our free Automation Search Tool.
Once you open the tool it will let you pick what types of automation you want to search across, such as:
Once you pick what you want to search across you can log into your Salesforce environment and the tool will retrieve all the necessary Metadata for the different automation types.
The tool will then display all your automation records showing you the Name (with a link to the record!), Salesforce Object that the record belongs to, type of automation (i.e. Trigger or Process Builder), and the Created and Last Modified dates (useful for finding who has been messing with your Flows!).
You can then search the table with any keyword, such as ‘Opportunity’ or ‘Custom_Field__c’, and the tool will find instances of that search within the data of each record.
Depending on the type of automation the tool will return the different locations that it finds your search query:
We hope that the Automation Search tool proves useful to you! Try it out today on our website, or you can install it directly into Salesforce via the AppExchange listing.
If you have any suggestions of how we could improve this tool or ideas for other tools please contact us and let us know — we are continuously trying to improve our admin and developer tools so would love to here from the community.
You can get in touch with us in the comments below, or through our feedback form.