How to retrieve flow metadata salesforce

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Retrieve the metadata from the package using this code: sfdx force:mdapi:retrieve -s -r./mdapipkg -u <username> -p <package name> Check the status of the retrieve by running:

Salesforce: Retrieving Metadata with Developer Workbench
  1. Prepare the Package. A. Using Package XML file. Save the file as package.xml or any other name. …
  2. Developer Workbench. – Click Migration | Retrieve. – Select the XML file created for “Unpackaged Manifest” …
  3. Extract and Find.
Apr 25, 2016

Full
Answer

Can I use metadata API to access a Salesforce flow?

For information about the corresponding UI-based flow building tool, see “Flow Builder” in Salesforce Help. You can’t use Metadata API to access a flow installed from a managed package, unless the flow is a template.

Can I deploy changes to active flows using metadata?

Spaces in flow file names can cause errors at deployment. Heading and trailing spaces are allowed, but they’re trimmed during deployment. When using Metadata API, you can deploy changes to active flows in specific situations. The org isn’t a production org, for example, a scratch org or sandbox. The active flow is the latest version.

What is the metadata type of a flow?

This metadata type represents a valid definition of a flow. This type extends the Metadata metadata type and inherits its fullName field. An array of nodes that define calls to actions. This field is available in API version 31.0 and later. An array of assignment nodes. An array of static choice options. An array of constants.

What is a flow in Salesforce?

Flow —A flow that requires user interaction because it contains one or more screens or local actions, choices, or dynamic choices. In the UI and Salesforce Help, it’s a screen flow. Screen flows can be launched from the UI, such as with a flow action, Lightning page, or web tab.

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How do I retrieve a flow in Salesforce?

Navigate to the Migration tab and select the Retrieve option. Click Next. Click Retrieve. Click Download Zip File and select your Desktop as the place to save the file so it is easy to find later on.


How do I download metadata from Salesforce?

Navigate to https://workbench.developerforce.com then choose the environment and api version.Check “I agree to the terms of service” and click “ Login With salesforce”.In the Migration menu in the nav bar, click “Retrieve”Add your package. … Now click on “Download Zip File” to get your export metadata.


How do I restore the trigger metadata using Workbench?

Use Metadata API to retrieve and deploy using WorkbenchPrepare an XML file with the standards and types defined with the version of API for the request. … Visit the Workbench site and login with your username and password.Click the Migration tab.Select the Retrieve option.More items…


How do I retrieve metadata from Salesforce using package XML?

How To Retrieve All Metadata from Your Salesforce Org using package. xmlOption 1: Create a Sandbox.Option 2: Use package. xml with ANT or SFDX CLI.Option 3: Use a 3rd Party Extension or Tool.About this Guide.


How do I view metadata in Salesforce?

Salesforce: List View SharingGet the “fullName” From Workbench: – select Info | Metadata Types & Components. – select Listview from the dropdown. … Prepare XML file. Copy following XML and save it to a file called “package.xml”


How do I retrieve metadata from Salesforce using SFDX?

How to use?Open the command palette (press Ctrl+Shift+P on Windows or Linux, or Cmd+Shift+P on macOS) and run SFDX Package. … In Choose Metadata Components for Package. … Package. … Open the command palette (press Ctrl+Shift+P on Windows or Linux, or Cmd+Shift+P on macOS) and run SFDX: Retrieve Source in Manifest from Org.More items…•


How do I retrieve the custom metadata in a package xml?

How to Retrieve and Deploy Custom Metadata Types using ANTInclude Custom Metadata Type schema in package.xml using CustomObject tag.Include Custom Metadata Type records in package.xml using CustomMetadata tag.


How do I retrieve metadata from Salesforce in Vscode?

There is an extension in VS Code called Salesforce Package. xml Generator for VS Code which will allow you to update the package. xml file by selecting the available metadata components from your org. Install the extension and open command palette and search for SFDX Package.


How do I take metadata backup from Salesforce workbench?

How to Pull Metadata Backup From Workbench: Step-by-Step InstructionsNavigate to workbench.developerforce.com.Choose the environment: … Choose the API version that matches the version for which you generated your package.xml file: … Check “I agree to the terms of service.”Click “Login with Salesforce”More items…•


How do I retrieve fields in xml package?

To retrieve a package, set the name of the package in the packageNames field in RetrieveRequest when you call retrieve() . The package. xml manifest file is automatically populated in the retrieved .


How do I export custom metadata in Salesforce?

Few Simple Steps to Export Custom Metadata Type in SalesforceOpen the BOFC Home > Click “Export Custom Metadata Types”It will open below screen for Manage Custom Metadata Types. … Once “Click to Initiate Export” button is clicked, it will display a table with the Export Status.More items…•


What is metadata API in Salesforce?

The main purpose of Metadata API is to move metadata between Salesforce orgs during the development process. Use Metadata API to deploy, retrieve, create, update, or delete customization information, such as custom object definitions and page layouts. Metadata API doesn’t work directly with business data.


Listing Flows

For example, if I have a Flow called My_Custom_Flow, and I make 3 versions, and don’t activate any of them, List Metadata will tell me I have the following:


Deploying and Retrieving Flows

However, the actual API name of version 3 is still My_Custom_Flow-3, so when you go to retrieve it, you will need to call it by that name in your package.xml


Getting the Version Number for a Flow

Unfortunately, all this means that it’s pretty hard to do any useful automation around flows, because Salesforce’s internal versioning strategy makes them a little hard to work with. If you need a scriptable way to get the currently active or latest version of a flow from your org, the Tooling API may help a little:


What is a flow in Salesforce?

Flow —A flow that requires user interaction because it contains one or more screens or local actions, choices, or dynamic choices. In the UI and Salesforce Help, it’s a screen flow. Screen flows can be launched from the UI, such as with a flow action, Lightning page, or web tab.


What is a flowwaitevent input parameter?

An input parameter for FlowWaitEvent. The parameter’s value is set by using values from the flow. It extends FlowBaseElement and inherits all its fields. FlowWaitEventInputParameter is available in API version 32.0 and later.


What is a subflow in API?

A subflow element references another flow, which it calls at run time. The flow that contains the subflow element is referred to as the master flow. FlowSubflow extends FlowNode and inherits all of its fields. It’s available in API version 25.0 and later.


What is input assignment in flow?

Assigns an element or value from the master flow to a variable in the referenced flow. Input assignments occur when the subflow calls the referenced flow. It extends FlowBaseElement and inherits all its fields. It’s available in API version 25.0 and later.


What is the start element in a flow?

Represents the flow’s Start element, which specifies how the flow starts. In an autolaunched flow, the Start element can also define when and how frequently to run the flow and whether to run the flow for a set of records that meet filter criteria.


Can you use Metadata API to access a flow?

You can’t use Metadata API to access a flow installed from a managed package, unless the flow is a template. Spaces in flow file names can cause errors at deployment. Heading and trailing spaces are allowed, but they’re trimmed during deployment.


Flow

This metadata type represents a valid definition of a flow. This type extends the Metadata metadata type and inherits its fullName field.


FlowActionCallInputParameter

Defines an input parameter from the flow to the action. It extends FlowBaseElement and inherits all of its fields. Available in API version 31.0 and later.


FlowActionCallOutputParameter

Defines an output parameter from the action to the flow. It extends FlowBaseElement and inherits all of its fields. Available in API version 31.0 and later.


FlowApexPluginCall

Defines a call to an Apex plug-in from the flow. It extends FlowNode and inherits all of its fields.


FlowApexPluginCallInputParameter

Defines an input parameter from the flow to the Apex plug-in. It extends FlowBaseElement and inherits all of its fields.


FlowApexPluginCallOutputParameter

Defines an output parameter from the Apex plug-in to the flow. It extends FlowBaseElement and inherits all of its fields.


FlowAssignment

Defines an assignment node that can dynamically change the value of a variable in the flow. It extends FlowNode and inherits all of its fields.

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