Customer Challenge

A Salesforce Admin from a leading organization approached us with a practical challenge that many admins face daily:

“Ideally, I wanted to document all the flows that have my name as the last modified, but for now, I’m working on ‘Test Bill Past Due Due Run Immediately – Final Ver 1’ and I have a Ver 2 that I am about to.”

The admin was struggling to track changes, maintain documentation, and compare different versions of Salesforce Flows — especially when multiple automation updates were happening across environments.

Manually documenting each element in a flow — screens, variables, formulas, decisions, and actions — was time-consuming and error-prone. With multiple versions of the same flow, it became even harder to audit and share with other team members or business stakeholders.

The Solution: BOFC’s “Export and Document Salesforce Flows” Feature

Our team listened closely and developed a new BOFC feature designed precisely for this use case:

➡️ Export and Document Salesforce Flows in a Few Clicks

With this capability, Salesforce Admins and Developers can now:

• Export multiple Flows at once, including all metadata and descriptions.
  
• Generate a detailed documentation file listing all Flow elements like Variables, Decisions, Screen Elements, and Record Updates.
  
• Filter flows by “Last Modified By” to document only those maintained by a specific user.
  
• Compare different versions (e.g., Ver 1 vs Ver 2) for audits or reviews.
  
• Maintain a clear, shareable, and version-controlled record of every Flow for compliance and collaboration.
  

Impact

After implementing this feature, the customer was able to:

• Document and export all flows managed by them in just a few minutes.
  
• Save hours of manual effort previously spent on capturing screenshots or rewriting flow logic.
  
• Build a clean documentation trail that supports internal reviews and future development.
  
• Improve team transparency and productivity through easily accessible flow records.
  

Customer Feedback

“This is exactly what I needed! Now I can quickly document all my flows and easily keep track of versions. It’s a huge time-saver for me and my team.”

Conclusion

This customer story highlights how real-world feedback drives innovation at BOFC. The “Export and Document Salesforce Flows” feature empowers admins to focus more on automation design and less on documentation — making Salesforce management faster, cleaner, and smarter.