Flow Assist — AI Salesforce Flow Advisor

Tracking since Apr 9, 2026.

Changelog

• May 2, 2026
  description

  Flow Assist is an AI co-pilot that sits inside Salesforce Flow Builder and gives you instant, actionable analysis of any flow.
  
  WHAT IT DOES
  
  🔍 Review — Best-practices audit ranked by production impact. Catches missing fault paths, infinite loop risks, hardcoded values, inefficient entry criteria, and more.
  
  💡 Explain — Structured cheat sheet of any flow. One-line purpose, trigger summary, step-by-step logic, data touched, and assumptions. Scan it in 10 seconds, or read deep.
  
  🐛 Debug — Runtime failure analysis ranked by likelihood. Shows what would break with real data, which element fails, what the user sees, and the exact fix.
  
  📦 Bulk Safe? — Governor limit analysis. Estimates DML/SOQL counts, flags loop multiplication, and gives a verdict: SAFE, AT RISK, or WILL FAIL at 200 records.
  
  🔗 Conflicts — Scans every active Flow and Apex Trigger on the same object. Shows the full transaction execution map with your flow marked, then flags infinite loops, field collisions, and governor stacking across all automations.
  
  📝 Document — Generates a handoff document with overview, trigger details, logic walkthrough, variables, affected fields, error handling, dependencies, and known risks.
  
  💬 Free Chat — Ask anything. The AI has full context of your flow's metadata — every element, variable, formula, and connector.
  
  HOW IT WORKS
  
  Open any flow in Flow Builder. Flow Assist automatically reads the flow metadata through the Salesforce Tooling API using your existing browser session. No Connected App, no OAuth setup, no Salesforce configuration.
  
  SETUP
  
  1. Install the extension
  2. Enter your Anthropic API key (get one at console.anthropic.com)
  3. Open a flow — done
  
  PRIVACY
  
  - No backend server — everything runs in your browser
  - Read-only — never creates, updates, or deletes anything in your org
  - No customer data — only reads automation metadata (flow structure, not record data)
  - API key stored locally, only sent to Anthropic's API
  
  Requires an Anthropic API key (not included). Typical usage costs a few cents per analysis.

  Flow Assist is an AI co-pilot for Salesforce automation. Two modes: Flow Mode analyzes the flow you're building. Requirements Scan checks your org for existing automations before you build anything new.
  
  REQUIREMENTS SCAN (NEW)
  
  🔎 Req Scan — Paste requirements or describe what you need. Flow Assist scans your org's schema, matches relevant objects using code-based matching, then scans all existing Flows, Process Builders, Apex Triggers (with handler class code), Workflow Rules (with full criteria), and Validation Rules (with full formulas). Returns a structured report: what already exists, what partially covers your needs, what's missing, and where new logic should live — with reasoning, not just a recommendation.
  
  FLOW MODE
  
  🔍 Review — Best-practices audit ranked by production impact. Catches missing fault paths, infinite loop risks, hardcoded values, inefficient entry criteria, and more.
  
  💡 Explain — Structured cheat sheet of any flow. One-line purpose, trigger summary, step-by-step logic, data touched, and assumptions.
  
  🐛 Debug — Runtime failure analysis ranked by likelihood. Shows what would break, which element fails, what the user sees, and the exact fix.
  
  📦 Bulk Safe? — Governor limit analysis. Estimates DML/SOQL counts, flags loop multiplication, and gives a verdict: SAFE, AT RISK, or WILL FAIL at 200 records.
  
  🔗 Conflicts — Scans every active Flow, Process Builder, Apex Trigger, Workflow Rule, and Validation Rule on the same object. Fetches first-level Apex handler classes so you see the real business logic, not just the trigger wrapper. Shows the full transaction execution map following Salesforce's official execution order with your flow marked.
  
  📝 Document — Generates a handoff document with overview, trigger details, logic walkthrough, variables, affected fields, error handling, dependencies, and known risks.
  
  💬 Free Chat — Ask anything. The AI has full context of your flow's metadata.
  
  HOW IT WORKS
  Open any Salesforce page. Flow Assist detects your org automatically. In Flow Mode, open a flow in Flow Builder — metadata is read through the Salesforce Tooling API using your existing browser session. In Req Scan mode, describe your requirements from any Salesforce page. No Connected App, no OAuth setup, no Salesforce configuration.
  
  SETUP
  
  1. Install the extension
  2. Enter your Anthropic API key (get one at console.anthropic.com)
  3. Open any Salesforce page — done
  
  WHAT IT SCANS
  
  Record-Triggered Flows (with full metadata)
  Process Builders (with criteria and actions)
  Apex Triggers (with source code up to 15K characters)
  Apex Handler Classes (first-level, up to 25K characters)
  Workflow Rules (with formula/criteria and actions)
  Validation Rules (with errorConditionFormula)
  
  PRIVACY
  
  -No backend server — everything runs in your browser
  -Read-only — never creates, updates, or deletes anything in your org
  -No customer data — only reads automation metadata and schema, not record data
  -Apex trigger and handler class source code may be sent to Anthropic's API for analysis
  -API key stored locally, only sent to Anthropic's API
  
  Requires an Anthropic API key (not included). Typical usage costs a few cents per analysis.

• May 2, 2026
  short_description

  AI-powered advisor for Salesforce Flow Builder. Review, debug, explain, and scan for conflicts — all from the side panel.

  AI co-pilot for Salesforce automation. Review flows, scan for conflicts, and check your org before you build.

Permissions & access

Permissions

activeTabstoragesidePanelcookies

Host access

https://*.salesforce.com/*, https://*.force.com/*, https://*.lightning.force.com/*, https://*.my.salesforce.com/*, https://api.anthropic.com/*

Screenshots