Use case: automation overlap
Several Flows on one trigger, a trigger doing the same work, and a Workflow Rule nobody switched off. Find them, understand them and consolidate them safely.
In one paragraph
Untangling overlapping automation with SyncOnAI 360 means using the audit and technical debt detection to find Flows, triggers and legacy Workflow and Process Builder that act on the same object, reading what each does, and consolidating them through proposals with checks, validation, approval and rollback.
01The problem
Each team solved its problem with the tool of its day: Workflow Rules, then Process Builder, then Flows, then Apex. Nobody removed the old ones.
Automation on the same save runs in an order nobody planned.
Two pieces of automation set the same field.
Workflow Rules and Process Builder run beside their replacements.
Every save does more work than it needs to.
02find
The audit flags several Flows on one trigger, multiple triggers per object, overlapping record-triggered Flows, active Workflow Rules and Process Builder, and large numbers of inactive Flows. Technical debt detection adds overlapping automation on the same object and explains what looks alike.
03read
Open each Flow in the builder for a plain-sentence explanation, open Apex in Apex Logic to read it as logic or code, and ask the chat what each piece updates. Lineage shows what each depends on and what depends on it.
04price
Each finding carries a severity and an effort band priced at a stated rate, so serious, quick items rise to the top. The assessment models the yearly cost of leaving a finding alone, which is the case for doing the work.
Whether two pieces of automation should become one is a business decision; the tool shows the evidence and leaves the decision with you.
05consolidate
Rebuild the logic in one Flow on the canvas or with the Flow and Automation agent, then retire the old pieces, all as proposals with named checks, blast radius and validation. Where the same fix applies to many Flows, apply it once and review it as one set.
06verify
Run the audit again: fixed findings are marked verified fixed, or regressed if they come back. Every deploy has a receipt with rollback to the recorded previous version, in case a retired piece turns out to matter.
07legacy
Read what each legacy rule or process does, rebuild the behaviour in a Flow on the canvas or with the Flow and Automation agent, and deploy the Flow to a sandbox beside the old automation to confirm it behaves the same.
Then deactivate or remove the legacy automation through its own proposal, so the switch-over is recorded, approved and reversible from the receipt.
08How it works
Find, understand, prioritise, consolidate, verify.
Read the audit's automation findings.
Open each Flow and class.
Sort by severity and effort.
Rebuild and retire through proposals.
Re-audit and keep the receipts.
09Checklist
10Before and after
Without
With SyncOnAI 360
Overlap found when saves fail
Overlap flagged with evidence
Reading each Flow element by element
Plain-sentence explanations
Cleanup with no business case
Effort, cost and carrying cost
Retiring automation and hoping
Validated, reversible changes
12Questions
Yes. The audit flags active Workflow Rules and Process Builder.
No. It finds and explains the automation; you rebuild it in Flow with the builder or the agent, through proposals.
It lists what runs on the object and explains each piece; check ordering in a sandbox before consolidating.
Yes. Multiple triggers per object are flagged.
Each finding has an effort band and a cost at a stated rate.
Yes, in one step.
Each deploy can be rolled back to the version recorded before it.
Yes. Every plan includes every feature.
Yes. Large numbers of inactive Flows are flagged as clutter worth reviewing.
Yes. Technical debt detection finds duplicate validation rules and explains what looks alike.
13Keep exploring
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