SyncOnAI360

Use case: Flow troubleshooting

How to troubleshoot a Salesforce Flow you did not build.

Read what the Flow does in plain sentences, see what else fires on the same save, fix it on a canvas that matches Salesforce's own, and ship the fix safely.

Flow: Case_Intake_Route

Record-triggered · after save

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

In one paragraph

Troubleshooting a Salesforce Flow with SyncOnAI 360 means opening it in a Flow builder that explains it in plain sentences, checking what other automation runs on the same object, fixing it on the canvas or with the Flow and Automation agent, and shipping the fix as a proposal validated against the org.

Canvas matching Salesforce's Flow Builder
1Canvas matching Salesforce's Flow Builder
Edit to add fault handling across a Flow
1Edit to add fault handling across a Flow
Fix validated against the org
EveryFix validated against the org
Changes saved without approval
0Changes saved without approval

01The problem

Why Flow problems are hard to diagnose

A failing Flow is rarely failing alone. Other Flows, triggers and validation rules run on the same save, and the Flow itself was built by someone who has left.

  1. 01

    Unreadable at a glance

    Large Flows are dozens of elements wide.

  2. 02

    Other automation

    Several Flows and triggers fire on the same record.

  3. 03

    No fault paths

    A Flow without fault handling fails with an unhelpful error.

  4. 04

    Risky fixes

    Editing a live Flow in production is a gamble.

02read

How do you understand what a Salesforce Flow does?

Open the Flow by naming it in the chat or from the builder. The builder explains it in plain sentences before you edit, and draws it on a canvas that matches Salesforce's Flow Builder, so it reads the way Salesforce users expect.

Ask the chat questions about it: what triggers it, what it updates, which fields it reads.

  • Explained in plain sentences
  • A familiar canvas
  • Questions answered from the Flow

Flow: Case_Intake_Route

Record-triggered · after save

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

03neighbours

What else runs when the record saves?

Ask what runs on the object, or open the Flow's lineage, to see the other Flows, triggers and validation rules involved. The audit flags overlapping record-triggered Flows and several Flows on one trigger, with evidence.

Many Flow problems are really ordering or overlap problems, and seeing the neighbours first saves hours.

  • Other automation on the object
  • Overlap flagged by the audit
  • Evidence for each

Lineage: Case.Priority

Acme Production · what uses it, what it uses

04fault

How do you add fault handling to a Flow?

The audit flags Flows missing fault paths. In the builder, fault handling can be added across a Flow in one edit, so failures are caught and reported rather than surfacing as a generic error to users.

  • Missing fault paths flagged
  • Added in one edit
  • Clearer failures

Flow: Case_Intake_Route

Record-triggered · after save

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

05fix

How do you fix the Flow?

Edit on the canvas, or describe the fix to the Flow and Automation agent, which shows its changes as previews you accept or reject. Where the same problem sits in many Flows, such as a hardcoded record id, one fix can be applied to every affected Flow and reviewed as one set.

Some parts are view-only for now: Decision outcomes, Screen components, Wait events, Transform mappings and orchestration steps.

  • Canvas or agent
  • One fix across many Flows
  • View-only parts stated

Flow: Case_Intake_Route

Record-triggered · after save

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

06ship

How do you ship a Flow fix safely?

The fix becomes a proposal with named checks, its blast radius and a validation against the org. Deploy to a sandbox first, then production with a second admin's approval, and keep the receipt with rollback to the version recorded before.

If a deploy fails, Fix in chat opens the conversation with Salesforce's error.

  • Validated before approval
  • Sandbox first
  • Receipt and rollback

Proposal: Case intake fault handling

Acme Production

Checks passed
  • Validated against the org without changing it
  • No component outside the change is modified
  • Apex tests pass, coverage 81%
  • No freeze window in effect
  • Policy: production requires a second admin

Blast radius

  • 2 Flows read Case.Priority
  • 1 report filters on it
  • Case_Intake_Route assigns from it

Risk: medium

07How it works

How to troubleshoot a Flow

Read, look around, fix, ship.

  1. 01

    Open

    Name the Flow in the chat or open it in the builder.

  2. 02

    Read

    Let the builder explain it.

  3. 03

    Look around

    Check other automation on the same object.

  4. 04

    Fix

    Edit, add fault handling, or ask the agent.

  5. 05

    Ship

    Validate, approve and deploy with a receipt.

08Checklist

Flow troubleshooting checklist

  • Read the builder's plain-sentence explanation before changing anything.
  • List the other Flows, triggers and validation rules on the same object.
  • Check the audit for overlapping Flows and missing fault paths.
  • Add fault handling if the Flow has none.
  • Look for the same problem in other Flows and fix them as one set.
  • Deploy the fix to a sandbox and test the failing scenario.
  • Ship to production through a proposal and keep the receipt.

09Before and after

Flow troubleshooting, by hand versus with SyncOnAI 360

Without

With SyncOnAI 360

Zooming around a huge canvas

A plain-sentence explanation

Other automation found later

Neighbours listed first

Fault paths added element by element

Fault handling in one edit

Editing live in production

Validated proposals with rollback

11Questions

Frequently asked questions

It works from the Flow's definition, the org's other automation and audit findings. It does not read debug logs.

Yes, in plain sentences, before you edit.

Yes, across a Flow in one edit.

Most. Decision outcomes, Screen components, Wait events, Transform mappings and orchestration steps are view-only for now.

Yes, such as removing a hardcoded id from every affected Flow, reviewed as one set.

It is validated against the org before approval. Deploy to a sandbox first to test behaviour.

Yes, from the receipt, to the version recorded before the deploy.

Yes. Every plan includes every feature.

Yes. The audit flags Flows missing fault paths.

The Flow and Automation agent drafts changes as previews you accept or reject; accepted changes ship as a proposal.

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