Salesforce Flow Extension | Tooltips and GPT Queries
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Extension summary
A simple browser extension that adds tooltips to Salesforce flows and displays a table of elements in the flow, allowing requests to OpenAI GPT to explain/summarize the flow.
The extension runs on the browser and first checks whether a Salesforce page is open.
If so, then calls the Salesforce tooling API and gets the flow metadata/definition.
Then it adds a tooltip with relevant information on each of the flow elements.
The button "View Definition" opens a frame containing the flow definition in a table with a short explanation and buttons to submit questions about the flow to OpenAI GPT.
The privacy policy is at https://sites.google.com/view/mybrowserextensions/home
This extension does not handle personal or sensitive user data. It only communicates with Salesforce and OpenAI to request data to display on the screen and nothing else is sent to any other server.
The source code can be found at: https://github.com/Fernando-Fernandez/SalesforceFlowExtension
User reviews
- Saves a lot of time
- Provides clarity on flow operations
- User-friendly and easy to use
- Excellent for documentation and understanding flows
- Issues with viewing definitions for some flows (e.g., blank pages)
- Lack of support for specific features such as viewing formula variables
- Native Salesforce help text appears over extension tooltips
- Saves time
- Helps with documentation
- Provides overview of flows
- User-friendly interface
User reviews
Extension safety
Risk impact
Salesforce Flow Extension requires a few sensitive permissions. Exercise caution before installing.
Risk likelihood
Salesforce Flow Extension is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this extension.
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