Import and Export Flows between Salesforce Orgs

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

  1. Select Setup> Process Automation> Flows
  2. Open Import/Export Flows

  3. Run the Flow
  4. Select Export, choose your Flow and click Next

  5. You will see the export status while the Flow is being transferred
  6. A success message will display once the Flow has been exported
  7. 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.

  8. To download and save your Flow file so it can be shared, select the drop-down arrow and choose Download.

Import a Flow

  1. Select Setup> Process Automation> Flows
  2. Select Import/Export Flows
  3. Run the Flow

  4. Select Import then click on Upload Files

  5. 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
  6. After the file has been uploaded, select Done then click Next

  7. You will see the status while the Flow is being imported and then deployed to the current org

  8. 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

Installation Instructions

Source Code

11 thoughts on “Import and Export Flows between Salesforce Orgs

  1. 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=”

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  2. 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”.

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  3. 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

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      1. 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!

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