Getting Started with Process Builder – Part 59 (Verify who Created or Last Modified a Process Builder or Flow) 

Getting Started with Process Builder – Part 59 (Verify who Created or Last Modified a Process Builder or Flow) 

Last Updated on December 2, 2020 by Rakesh Gupta

Big Idea or Enduring Question:

  • How do you find who Created or Last Modified a Flow or Process Builder? 

Objectives:

After reading this blog, you’ll be able to: 

  • Understand how to find who created or Last Modified a Flow or Process Builder? 
  • How to use Workbench to find Flow related metadata 

Business Use case

Cathal Murtagh is working as a System administrator at Universal Containers (UC). A few months ago, she has created a process Getting Started with Process Builder – Part 30 (Auto-generate renewal Opportunity with Line Items) to auto-create the renewal opportunity. It seems like; someone created a new version, which is now not working. She wants to identify the person’s name who last modified the process. 

Automation Champion Approach (I-do):

In the past, I have shared a couple of use cases where we can use Flow or Process Builder to solve the complex business use cases instead of writing Apex code. Currently, Flow or Process Builder only displays the Last Modified Date on the Flow/Process Management page.

To solve the above business requirement, we will use Workbench.

Let’s take a minute’s pause here and understand Flow and FlowDefinition objects in Salesforce. This object represents an invitation to join Chatter, either directly or through a group.

Object Name Details
Flow It represents the metadata associated with a flow. With Flow, you can create an application that navigates users through a series of screens to query and update records in the database
FlowDefinition It represents the flow definition’s description and active flow version number.

The following screenshot represents Flow and FlowDefinitions

Workbench is a powerful, web-based suite of tools designed for administrators and developers to interact with Salesforce.com organizations via the Force.com APIs (Words from Salesforce documentation). It also provides support for Bulk API, Rest API, Streaming API, Metadata API, and Apex APIs that allows users to describe the things, Query on the objects, Manipulate the data in Salesforce organizations directly in their web browser with a simple user interface. 

Guided Practice (We-do):

There are 8 steps to solve Pamela’s business requirement using Workbench. We must:

  1. Log in to Workbench by navigating to https://workbench.developerforce.com/login.php.
  2. Input the following information: 
    1. Environment, select Production
    2. For API Version, select 50.0 or the highest number.
    3. Select the checkbox I agree to the terms of service.
  3. Click Login with Salesforce.
  4. If you’re using it for the first time, then allow Workbench to access your information, click Allow. Once you log in, you will see a page from where you can select different options as per your requirement. 
  5. Select Info | Metadata Types & Components
  6. The next step is to select the Metadata Types i.e. FlowDefinition in this case, as shown in the following screenshot:
  7. Click Components | Out_of_officeeeee
  8. It will display CraetedByName, CraetedDate, LastModifiedByName, LastModifiedDate, FullName, Id etc.

If you want to check the details(CraetedByName, CraetedDate, LastModifiedByName, LastModifiedDate, FullName, Id, etc.) for each version of a Flow, then select the Metadata Types i.e. Flow (In step 6).

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!

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