What Flow Audit does
Flow Audit reads Active Flow metadata from your org (flows with a blank namespace: your org-owned flows) and related Validation Rule metadata, then flags common architecture problems, for example:
- Database updates in the wrong type of flow (Before-Save vs After-Save)
- Flows that run on every record save with no entry criteria
- Dead-end steps and broken decision paths
- Missing error (fault) handling on DML
- Hardcoded Salesforce record IDs
- Get Records / DML inside loops, null-handling gaps, and Screen Flow input issues
Packaged (namespaced) Active flows are listed as excluded and are not downloaded or audited, same idea as filtering Setup → Flows by Namespace = blank.
The app does not change anything in Salesforce. It only analyzes metadata and shows a report in your browser.
Quick start
1. Connect your org
- On the home screen, choose Production / Developer or Sandbox.
- Click Connect Salesforce and sign in.
- When you return, the top-right status shows Connected with your username.
2. Run an audit
- Click Start Comprehensive Audit.
- Watch the progress bar. Large orgs (hundreds of flows or many validation rules) can take several minutes. A time estimate appears after the app counts your metadata.
- Keep this browser tab open until the scan finishes. Do not refresh or close the tab mid-audit.
- Results appear automatically when the scan completes. The summary shows Active (blank namespace) listed · downloaded · audited · skipped.
3. Review findings
- Click the summary cards or left sidebar to filter by All, Critical, Warnings, or Performance Tips.
- Use Group by Flow or Group by Issue type in the toolbar.
- Each item lists a reference like R-01, the flow name, the element, and a plain-language explanation.
4. User guide
Click User guide in the header to open this help in a panel on the same page (so an audit in progress is not interrupted).
Understanding severity
| Level | What it means | Suggested action |
|---|---|---|
| Critical | High risk of errors, extra DML, or broken logic | Address before production release when possible |
| Warning | Performance or design concern | Schedule fixes or document exceptions |
| Performance Tips (Info) | Awareness items, e.g. overlap with validation rules | Review; may be acceptable by design |
Audit rules & suppressions
From the results screen, click Audit rules.
- Uncheck a rule: Stops showing that check in this browser only.
- Disable on a finding card: Hides that specific check (for example Redundant DML Before-Save only), not every check under the same R-XX. Use Audit rules to turn whole R-XX groups on or off.
- Suppress this finding: Hides one specific issue until you remove it from the suppressed list.
Check Show suppressed in the toolbar to see hidden items again.
Saved report after refresh
Your last audit is saved in this browser for each Salesforce org you scan.
After you connect, your login stays active for about 7 days in this browser (refreshing the page does not sign you out). Use Switch Org to disconnect early.
- Refreshing the page can bring results back even if you are disconnected.
- Use Clear saved report on the banner to delete the cached copy.
- Reports do not sync to another device or browser.
Switch org
Click Switch Org to disconnect and connect a different Salesforce org (or the same org with a new login). The saved report for the org you leave is cleared from this browser.
Feedback / Contact us
Use the Feedback button at the bottom-right of the app to send a message to the Flow Audit team.
- Include your email and a short description of what worked, what broke, or what you’d like next.
- You can optionally attach a screenshot or log file (up to 5 MB).
- Clicking outside the feedback panel does not close it. Use Close or Cancel.
What the app does not do
- Does not run or activate flows in your org
- Does not audit managed-package (namespaced) flows
- Does not show live CPU or governor limit usage
- Does not replace code review, testing, or change management
- Cannot find every possible logic error. Use Flow Debugger and UAT as well
Troubleshooting
| Problem | What to try |
|---|---|
| Cannot connect to Salesforce | Confirm you chose the right environment (Production vs Sandbox). Ask your admin that the Connected App callback URL matches this app’s URL (for example https://audit.felixiotech.com/auth/callback). |
| Audit seems stuck / takes a long time | Keep the tab open. Large orgs can take several minutes. Watch the progress message and time estimate. Do not refresh mid-scan. |
| Flow count lower than Setup “Active” | The app audits blank-namespace Active flows only. Packaged flows are excluded on purpose. |
| No results after refresh | Run a new audit, or check you are on the same org as before. |
| Share link shows expired / not found | Create a new link or download HTML. Links are temporary. |
| Session ID share does not work | Use the URL from Flow Audit’s share dialog, not a Salesforce session ID. Ask admin if session sharing is enabled. |
| Audit rules button error | Hard-refresh the page (Ctrl+F5 / Cmd+Shift+R). Ensure you are on the latest app version. |
| Feedback / attachment issue | Try again without an attachment, or email the team directly if the form fails. |