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