Salesforce Flow 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

The latest version of Salesforce Flow Extension is available on the Chrome web and is currently being used by 1,000 active users. The initial version was launched on 2023-03-26.

HOW TO INSTALL Salesforce Flow Extension FROM A CRX FILE

1. Download Salesforce Flow Extension CRX file
2. NOTE: Sometimes the browser may block downloading / installing CRX file from outside the Chrome Web Store. If so, you may need to download the ZIP file instead
3. In the URL bar, go to chrome://extensions
4. Enable Developer mode

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