Import & Export Flows – Installation Instructions

Overview & How to Use

Install Step 1

This Flow uses some existing components from that need to be installed first.

  • If you don’t already have the Flow Base Packs (Version 2.12 or higher) installed, follow the instructions here to add them to your org.
  • If you don’t already have the Flow List Picker (Version 1.4 or higher) installed, follow the instructions here to add it to your org.

Install Step 2

To install the Import & Export Flows app, click on this link and then click the Deploy to Salesforce button.

Select the type of org you will be installing the App in then click the Login to Salesforce button.

Login to the org.

When prompted, click the Allow button.

Click the Deploy button.

You can confirm the Deployment Status by going to Setup and selecting Deployment Status.

Install Step 3

Because this component uses Metadata APIs, you’ll need to have a Remote Site Setting in the org. If you don’t, you’ll see an error like this the first time you try to Import or Export a Flow.

You will need to configure your org to essentially allow applications to run that call out to the internet and then back into the same org via its API endpoints.

The best way to get the correct endpoint is to force the error.

  1. Select Setup> Process Automation> Flows
  2. Open Import/Export Flows
  3. Run the Flow
  4. Select Export, choose your Flow and click Next

If you do not have the correct Remote Site Setting yet, the Flow will display the “Unauthorized endpoint” error.  Copy the endpoint url listed in the error message as you will need it in the next few steps.

In Setup, type remote, select Remote Site Settings and click New Remote Site.

Give the Remote Site a name, paste in the url you copied from the error message and click Save.

That’s it.  The App is ready to go!