(empty document)
In this section
Comparing Versions
Learn how to compare different versions of automations and subroutines using a "visual diff" approach. Easily compare the latest version of an automation or subroutine by accessing the Versions menu option. Discover how to compare any two saved versions a
Copy an automation
Learn how to easily copy automations in just a few steps. With the gear menu option, users can duplicate existing automations effortlessly. Customize the newly created automation in the user-friendly automation editor before saving it for future use. Stre
Delete an automation
Learn how to easily remove automations in just a few simple steps. Click on the gear menu option and confirm the deletion to efficiently streamline your workflow. Optimize your productivity today.
Deploying automations
Learn how to efficiently deploy automations to multiple accounts in a system. Users with "Deploy Automations" permission can effortlessly copy automations to other accounts. One automation can be easily deployed through the gear menu's Deploy option, whil
Determine if an automation is referenced
Learn how automations in this document can be executed and controlled using specific system actions. Discover how to check if an automation is referenced by another automation using the gear menu option. Be aware that there are alternative actions that ca
Downloading the automation XML definition
Improve workflow efficiency by utilizing the XML definition of an automation in Salesforce. With the "Assembly Developer" permission, you can easily access this option through the gear menu and use it to identify any field mapping errors, ensuring seamles
Edit automation notes
Learn how to use the gear menu option to easily edit notes in an automation. Customize your notes with any important information you want to remember later. Step-by-step instructions and images included for a seamless editing experience.
Edit execution windows
Learn how to set execution windows for automations, allowing you to define specific time periods for their execution. Discover how to edit these windows and prevent automations from running on certain days by adjusting start and stop times. Find out why i
Edit polling schedule
Learn how to edit the polling schedule for polling automations in this document. Discover how to select a new schedule from a list if the automation lacks a Date Time trigger, or adjust and change triggers using the automation editor if it does. Ensure a
Export an automation
Learn how to export automations as downloadable files in this document. Find out how to include all the necessary components such as apps, triggers, actions, assemblies, and modules. Import the exported file later into your system, but bear in mind that i
Get linked template info
Learn how to use the gear menu option on development systems to check if an automation template is connected to any production automation template. By simply selecting this option, you can easily query all production servers and get immediate results show
Obtain an automation's UUID
Learn how to find and retrieve the universally unique identifier (UUID) of an automation easily. Follow the steps provided in this comprehensive document to access the UUID through the gear menu option and conveniently copy it to your computer's clipboard
Protect an automation
An automation can be protected so that it can only be edited on a development system
Publish template to production
Learn how to publish automation templates from development systems to linked production systems. Users with the "Publish to Production" permission can easily select the option from the gear menu. Multiple automations can be published at once by choosing t
Publish template
Learn how to publish template automations into the "templates" account using the "Automation Templates" permission. Easily make them public and categorize them within folders for convenient access on a non-development system.
Renaming an automation
Learn how to easily rename an automation in your software tool with this comprehensive document. Whether it's through a gear menu or by simply clicking on the name in the list, we'll guide you in editing and applying the changes effortlessly. Explore the
Share an automation
Learn how to easily share an automation with another system account holder. Discover how to generate a shareable URL by accessing the Share option in the gear menu. Enable seamless collaboration by allowing others to save their own copy of the shared auto
Tagging an automation
Learn how to enhance your system's automations by adding tags. Simply navigate to the gear menu, select "Tags," and input your desired keywords separated by commas. Discover how these tags enable effortless searching and locating of specific automations w
Versioning
Learn how to access and edit specific versions of an automation with ease. Discover how every change made to an automation is recorded, allowing you to review its version history and select a desired version for editing. Let the gear menu option be your g
View an automation's created and last edited dates
Learn how to access the created and edited dates of an automation effortlessly with this step-by-step guide. Follow along with the included images for a visually enhanced experience.