SyncOnAI360

Flow Builder

Build Salesforce Flows from a sentence, and fix them in one edit.

Describe the automation or draw it on a canvas that matches Salesforce's own Flow Builder, then see what else runs on save, add fault handling everywhere at once and propose it for approval.

Build a Flow freeTalk to our team

Flow: Case_Intake_Route

Record-triggered · after save

StartCase created
Get RecordsGet Queue by region
DecisionRegion?
Update RecordsAssign to queue

In one paragraph

SyncOnAI 360 Flow Builder is a canvas that matches Salesforce's Flow Builder, with AI beside it. Describe a Flow or edit it by hand, see everything that runs when its record is saved, add fault paths to every element in one edit, rename safely across references, and propose the result for approval.

Edit to add fault paths to every element that can fail
1Edit to add fault paths to every element that can fail
Reference updated when you rename an element
EveryReference updated when you rename an element
Flows fixed at once for an org-wide issue
AllFlows fixed at once for an org-wide issue
Changes reach the org without an approved proposal
0Changes reach the org without an approved proposal

01The problem

Why Flows become the hardest part of an org to change

Flows replaced Workflow Rules and Process Builder, and now every org has dozens of them. They are easy to start and hard to maintain: missing fault paths, several Flows on the same trigger, hardcoded ids and loops that query records one at a time.

  1. 01

    Silent failures

    A Flow without fault handling fails with an email to whoever built it, often someone who has left. Users see a generic error and the record is not saved.

  2. 02

    Nobody knows what else runs

    Before-save Flows, validation rules, triggers and after-save Flows all fire on one save. Without the order in front of you, changing one Flow is a gamble.

  3. 03

    Renames break references

    Rename a resource and every formula, decision and assignment that used it needs finding by hand. Miss one and the Flow fails at runtime.

  4. 04

    The same fix, Flow by Flow

    When an audit finds a hardcoded id in twenty Flows, the fix is the same twenty times over, made by hand and reviewed one at a time.

02describe

How do you build a Salesforce Flow with AI?

Describe the process in the chat, or name an existing Flow and it opens on the canvas beside the conversation. The AI checks what already runs on the object, builds to your org's own fields, queues and conventions, and shows its edits as a preview you accept or reject.

The builder explains a Flow before you edit it: an overview in plain sentences first, then the canvas. Every edit is recorded as a version you can step back through and restore, and large Flows can be read one path at a time with Focus.

  • Describe it, or open any Flow in the org by name
  • AI edits shown as previews you accept
  • A plain-language overview before the canvas
  • Every edit versioned and restorable

Flow: Case_Intake_Route

Record-triggered · after save

StartCase created
Get RecordsGet Queue by region
DecisionRegion?
Update RecordsAssign to queue

03fault

How do you add fault handling to a Salesforce Flow?

One edit adds fault paths to every element in the Flow that can fail, as a single change you can review. Paste the "An error occurred at element" email Salesforce sends and the canvas selects the element that failed and the path the run took.

When an issue spans the org, such as a hardcoded id, one fix can be applied to every affected Flow at once and reviewed as one set. Missing fault paths and hardcoded ids are also among the checks the org audit runs, so the work and the evidence stay together.

  • Fault paths added to every risky element in one edit
  • Paste a failure email to find the failing element
  • One fix across every affected Flow

Flow: Case_Intake_Route

Record-triggered · after save

Add fault handling to the 2 elements that can fail, routed to one error screen.

StartCase created
Get RecordsGet Queue by region
DecisionRegion?
Update RecordsAssign to queue

04order

What else runs when a Salesforce record is saved?

What Else Runs lists everything that fires when this Flow's record is saved, in Salesforce's order of execution: before-save Flows, validation rules, Apex triggers and after-save Flows. Overlaps are obvious at a glance.

Org drift tells you if someone saved the Flow in Salesforce after you opened your draft, and what moved. A summary paragraph you can hand over lists the objects the Flow reads and writes, and flags queries or updates inside loops.

  • Everything that runs on save, in order
  • Drift warnings when the org's copy changes under you
  • Objects read and written, and work done inside loops

Flow: Case_Intake_Route

What else runs on save

Two after-save Flows run on the same save

  1. 1Before-save FlowCase_Defaults
  2. 2Validation rules3 active on Case
  3. 3Apex triggerCaseTriggerHandler
  4. 4After-save FlowCase_Intake_Route
  5. 5After-save FlowEscalate_High_Priority

05ship

How does a Flow get from the canvas to production?

When the Flow is ready, create a proposal. It carries named pre-flight checks, a before and after view, and the blast radius of the change. Sandbox deploys go straight through so you can test; production needs an approval from an admin other than the author.

A simulated run can be kept as a Salesforce Flow test. Copy elements in from any Flow in the org, see what a Screen element displays without running the Flow, and rename anything with every reference updated, including inside formulas.

  • Proposals with checks, blast radius and approval
  • Simulated runs kept as Flow tests
  • Copy elements from any Flow in the org
  • Safe renames, formulas included

Proposal: Case intake fault handling

Acme Production

Checks passed

Made by

D. Chen, admin

Cannot approve own production change

Approver

M. Okafor, admin

Policy: production requires an admin other than the author. Recorded on the receipt.

06read

How do you understand a large or unfamiliar Salesforce Flow?

Start with the overview: a plain-language description of what the Flow does, written before you see a single element. Then read it on the canvas, or switch on Focus to follow one path at a time through a large Flow instead of scrolling a sprawling diagram.

The summary you can hand over lists the objects the Flow reads and writes and flags any queries or updates inside loops. See a Screen shows what a Screen element displays without running the Flow, and you can copy an element in from any other Flow in the org when the pattern you need already exists.

  • A plain-language overview before the canvas
  • Focus to read one path at a time
  • Objects read and written, and work inside loops, summarised
  • See any Screen without running the Flow

Flow: Case_Intake_Route

What else runs on save

Two after-save Flows run on the same save

  1. 1Before-save FlowCase_Defaults
  2. 2Validation rules3 active on Case
  3. 3Apex triggerCaseTriggerHandler
  4. 4After-save FlowCase_Intake_Route
  5. 5After-save FlowEscalate_High_Priority

07How it works

How the Flow Builder works

From a description to a governed deploy.

  1. 01

    Describe or open

    Describe the automation, or open an existing Flow by name.

  2. 02

    Understand

    Read the overview and see what else runs on save.

  3. 03

    Edit

    Accept AI previews or edit by hand; add fault handling in one edit.

  4. 04

    Test

    Simulate a run, keep it as a Flow test, deploy to a sandbox.

  5. 05

    Approve

    Propose for production, approved by a second admin, with a receipt.

08Before and after

Flows, with and without SyncOnAI 360

Without

With SyncOnAI 360

Fault paths added element by element

Fault handling across the whole Flow in one edit

Order of execution worked out by hand

Everything that runs on save, listed in order

Renames that break formulas

Renames that update every reference

The same fix in twenty Flows

One fix applied to every affected Flow

Flows activated straight in production

Proposals approved by a second admin

09Who uses it

Who uses the Flow Builder

Salesforce adminsBuild and fix Flows on a canvas that matches Salesforce's own, with the Flow explained in plain sentences before you edit it.ConsultanciesApply one fix across every affected client Flow at once and review it as one set, instead of repeating the same change Flow by Flow.Salesforce developersSee exactly what a Flow change does in a before and after view, validated against the org before it is proposed.
ApproversReview Flow changes with their checks and blast radius, and keep production behind a second admin's approval.

10Questions

Frequently asked questions

Yes. Describe the automation in SyncOnAI 360 and the AI builds the Flow on a canvas that matches Salesforce's Flow Builder, using your org's own fields and queues. Its edits appear as previews you accept, and nothing deploys without approval.

It works alongside it. The canvas matches Salesforce's Flow Builder and adds what it does not offer, such as fault handling in one edit, order of execution and safe renames. The result is ordinary Flow metadata in your org.

One edit adds fault paths to every element in the Flow that can fail, routed the way you choose, as a single change you can review before accepting.

Yes. Paste the error email Salesforce sends and the canvas selects the element that failed and the path the run took.

Most elements can be edited on the canvas. Decision outcomes, Screen components, Wait events, Transform mappings and orchestration steps can currently be viewed but not changed.

A simulated run can be turned into a Salesforce Flow test. Generated tests should be run in Salesforce to confirm them before you rely on them.

Org drift detection tells you if the Flow was saved in Salesforce after you opened your draft, and shows what moved.

As a proposal with named pre-flight checks and its blast radius. Sandbox deploys go straight through; production needs an approval from an admin other than the author, and every deploy has a receipt and rollback.

Yes. A fix such as removing a hardcoded id can be applied to every affected Flow in the org at once and reviewed as one set.

Every plan includes every feature. Free covers one user and one production org with its sandboxes, on your own Anthropic or OpenAI key, with no credit card and no time limit. Paid plans include AI and cover more people and production orgs.

Yes. Open any Flow in the connected org by name. The canvas reads the org's own Flow metadata, and the result of an edit is ordinary Flow metadata deployed through a proposal.

11Keep exploring

Related

AI AgentOrg-aware chat and specialist agentsApex BuilderApex as logic or code, with testsDeploy and ApprovalsChecks, approval, receipts, rollbackOrg Audit55 checks, priced findings, a letter gradePlatformUnderstand, build, ship and deliver in one workspacePricingEvery feature on every plan

Start in 5 minutes. No card required.

Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.

Start free, connect my orgBook a demo with SyncOnAI
  • Anthropic
  • OpenAI