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This feature allows you to manage Salesforce Flows and Processes directly from Excel.
Managing flows includes:
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Updating labels and descriptions.
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Activating or deactivating flows and processes.
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Deleting inactive flows.
This gives you a centralized, spreadsheet-based way to control your automation setup without navigating multiple pages in Salesforce.
Step 1 – Download Flows & Processes
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Go to Power Tools → Manage Flows and Processes → Download
Step 2 – Edit Records
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Do not change sheet layout.
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You can filter using any column.
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You can only update:
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- Label
- Description
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Only items in Draft status can be updated.
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Select the rows.
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Click Update in the ribbon.
Step 3 – Activate / Deactivate
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When you deactivate a flow/process, ActiveVersion resets to 0.
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To reactivate:
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- Replace ActiveVersion with the latest version number
- Click Update
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Step 4 – Delete Items
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Only inactive items can be deleted.
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Select rows → click Delete.
Step 5 – Refresh
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Use Refresh to reload all Flows and Processes.
