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Automations

Professional

Automations tab gives you a consolidated view of object-level automations in Salesforce, arranged in execution order so you can quickly understand what runs and when.

What It Shows​

The left panel shows automation categories in execution order and matching items under each category.

Examples of categories include:

  • Before Save Flows
  • Before Save Triggers
  • Validation Rules
  • Duplicate Rules
  • After Save Triggers
  • Assignment Rules
  • Auto Response Rules
  • Workflow Rules
  • Escalation Rules
  • Process Builder
  • After Save Flows
  • Entitlement Processes (Case)
  • Criteria Based Sharing Rules

The right panel changes based on selection:

  • No selection: summary view with totals/charts.
  • Category selected: category list view.
  • Item selected: detailed item view.

Filters and Actions​

Available controls in the tree toolbar:

  • Search automations
  • Status filter (Active / Inactive)
  • Operation filter (Insert, Update, Delete, Undelete)
  • Refresh automations
  • Expand/Collapse tree
  • Copy menu:
    • Copy as Tree
    • Copy as CSV
  • More actions:
    • Order of Execution documentation links

Useful Notes​

  • Operation filter applies mainly to record-triggered Flows and Apex Triggers.
  • Some categories are object-specific (for example, Entitlement Processes for Case).
  • If one or more API fetches fail, warnings are shown; partial data may still be displayed.