Have you ever wanted to copy or move a Flow or Process Builder from one org to another without having to create a Change Set or rebuild it from scratch?
How about seeing a great Flow that you or someone else has created and would like to share?
Install this Flow in your org if you would like to Export or Import Flows and Process Builders.
Instructions
Export a Flow
- Select Setup> Process Automation> Flows
- Open Import/Export Flows
- Run the Flow
- Select Export, choose your Flow and click Next
- You will see the export status while the Flow is being transferred
- A success message will display once the Flow has been exported
- The exported Flow is saved as a Salesforce File linked to your User record. To see your Files, click on the Waffle, type in Files and select Files.
- To download and save your Flow file so it can be shared, select the drop-down arrow and choose Download.
Import a Flow
- Select Setup> Process Automation> Flows
- Select Import/Export Flows
- Run the Flow
- Select Import then click on Upload Files
- Pick the Flow file from your computer’s file dialog box. Hint: The file names for Flows and Process Builders will end with .flow-meta.xml
- After the file has been uploaded, select Done then click Next
- You will see the status while the Flow is being imported and then deployed to the current org
- A success message will display once the Flow has been imported and deployed
NOTE: Objects, fields and referenced components must be available and compatible in the new org in order for the Flow to be deployed successfully.
Release Notes:
1/2/21 – Eric Smith – Version 1.2
Refactored the Flow to use the Flow Base Packs
9/3/20 – Eric Smith – Version 1.1
Updated the Flow Base Components (v1.2.6) to resolve an issue where some Flows would generate an error on Import or Export
9/1/20 – Eric Smith – Version 1.0
Initial Release
ericsplayground 
Thanks! This will be very helpful for my admin colleagues.
LikeLiked by 1 person
I’m getting the following error in our production org. Any idea?
Job Status: Error: “Web service callout failed: WebService returned a SOAP Fault: INVALID_OPERATION: testLevel of NoTestRun cannot be used in production organizations faultcode=sf:INVALID_OPERATION faultactor=”
LikeLike
I’m getting the following error: Both prerequisite packages have been install
Status: Completed
Deployment Complete
Failures:
deploy/flows/Import_Export_Flows.flow(Import_Export_Flows):DeployFlow_fsc (Screen Component) – We can’t find an extension called “c:fsc_transferMetadata”.
LikeLike
There are actually 3 prerequisites.
Two base packs from here: https://unofficialsf.com/flow-action-and-screen-component-basepacks/
FLow List Picker from here: https://unofficialsf.com/new-enhanced-flow-list-picker/
LikeLiked by 1 person
Exports all worked fine but all 7 of my imports throw the following:
Metadata Transfer
Job Status: Checking status…
This page has an error. You might just need to refresh it. [PromiseRejection: [object Object]]
I see that someone else encountered this and noted on https://unofficialsf.com/import-and-export-flows-between-salesforce-orgs/ but not seeing any suggestions to correct in searching.
LikeLike
Having the same issue here 😦 have you had any luck Cory?
LikeLike
It may have to do with differences in API versions. I hope to create a newer version of this utility to avoid those. I do not have a time frame for that yet, however.
LikeLike
I am having issues with the install process.
I’ve installed/upgraded the 3 prerequisites, but when I install I am getting the error: We can’t find an extension called “c:fsc_transferMetadata”.
This is what I am getting when installing:
Deployment Started
Status: Queued
Status: InProgress
Status: InProgress
Status: InProgress
Status: InProgress
Status: InProgress
Status: InProgress
Status: Completed
Deployment Complete
Failures:
deploy/flows/Import_Export_Flows.flow(Import_Export_Flows):DeployFlow_fsc (Screen Component) – We can’t find an extension called “c:fsc_transferMetadata”.
package.xml
classes/CreateFile.cls
classes/CreateFileTest.cls-meta.xml
classes/RetrieveFileTest.cls-meta.xml
classes/CreateFile.cls-meta.xml
classes/CreateFileTest.cls
classes/RetrieveFileTest.cls
classes/RetrieveFile.cls-meta.xml
classes/RetrieveFile.cls
flows/Import_Export_Flows.flow
LikeLike
This utility uses an older Base Pack. I do plan on releasing an update, I’m just not sure yet when I will be able to get it completed.
LikeLike
Hi Eric, any movement on this? What is the most recent BasePack version(s) you’ve tested against? If there is no new release we could use old versions for now. Thank you!
LikeLike
You should still be able to use the older version.
LikeLike