Getting Started with Process Builder – Part 46 (Deploy Flow(s) or Process(es) Using the Force.com IDE)

Getting Started with Process Builder – Part 46 (Deploy Flow(s) or Process(es) Using the Force.com IDE)

Last Updated on November 23, 2020 by Rakesh Gupta

Big Idea or Enduring Question:

How do you deploy Flows or Processes using Force.com IDE?  

Objectives:

After reading this blog post, the reader will be able to:

  • Understand how to use Force.com IDE to deploy flows
  • Understand how to use Force.com IDE to deploy processes
  • Deploy components to any org using Force.com IDE

Business Use Case

Pamela Kline is working as a System administrator in Universal Container. She has developed Auto update new use Chatter email settings process in her personal Developer Edition Org and done with testing. She wants to deploy this process to their Organization Full Sandbox. 

Automation Champion Approach (I-do):

This is a continuation of my last article to Distribute Flows or Process using Packages. In this article, I’m going to discuss how to deploy a Process/Flow using the Force.com IDE. The Force.com IDE is a plug-in for the Eclipse IDE.

The Force.com IDE provides a unified interface for building and deploying Force.com applications. Force.com IDE allows us to deploy the Flows and Processes in different environments, for example, Developer Edition org and Production Org. Let’s start with a business use case.

Before proceeding ahead, you have to install the Force.com IDE. Refer to this link to download, install, and configure Force.com IDE on the Eclipse platform. Follow the below instructions to create a Project and deploy it to another Salesforce org.

1. Open Eclipse IDE, click on File | New | Force.com Project and enter your project name and credentials, as shown in the following screenshot.

Create New Force.com Project

2. After logging in, click on the Selected metadata components radio button and then click on the Choose button to select the components that you want to include in the project, as shown in the following screenshot.

Select Metadata Components

3. The next step to retrieve the exact metadata components, which you want to deploy. In this demo, you’re going to deploy the Process Update_Chatter_Email_Notification-1. Flows and Processes will be listed under the Flow folder, as shown in the following screenshot.

Choose Metadata - Process

Once you’re done with components selection, then click on the OK button.

4. The confirmation window will contain all of your selected metadata components. Click on the Finish button, and you will get all your selected metadata into your workspace.

Confirmation Window

Your project should now look like the following screenshot.

Force.com Project - Eclipse IDE

5. The next step is to deploy it in our Full Sandbox environment from our clean project by right-clicking on the Flow (Update_Chatter_Email_Notification-1) and selecting Force.com | Deploy to Server, as shown in the following screenshot.

Deploy to Server

The next step is to enter your Sandbox credentials, as shown in the following screenshot

Enter Sandbox Credentials

6. The final step is to select the components that you want to deploy, in this demo we’re going to select the component Update_Chatter_Email_Notification-1, as shown in the following screenshot.

Select Components - Deployment

7. Once you’re done with the component selection, then click on the Next button to deploy the Process to Full Sandbox. After successful deployment, you will get the message shown in the following screenshot.

Deployment Result

8. At last the final step is to activate the deployed process. To do that navigate to Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder and open the deployed process.

Process in Full Sandbox

Active the Process by clicking on the Activate button.

Note: –  For this demo, I have used Eclipse Kepler (Force.com IDE v33.0).

Formative Assessment:

I want to hear from you!  

What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? 

Let me know by Tweeting me at @automationchamp, or find me on LinkedIn.

Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

2 thoughts on “Getting Started with Process Builder – Part 46 (Deploy Flow(s) or Process(es) Using the Force.com IDE)

  1. Thanks! So much. So I used Force.com IDe with Exclipse and followed all the steps. i got the successful Deployment message with 2 warnings about code coverage results. I did not see the update in my production org. I had deleted an APEX Class. NOte: I was able to delete two other classes just before this using the same methed. Any suggestions? Also the Class I am trying to delete has code coverage of over 80%.

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