Managing Flow Versions and Interviews in Salesforce

How to delete Flow versions and Flow interviews using Data loader

Introduction

Salesforce offers a powerful and flexible platform for automating business processes through flows. Over time, as your organization evolves, you may accumulate multiple versions of flows and flow interviews. Cleaning up these versions and interviews can be essential for maintaining your Salesforce environment's efficiency and clarity. In this blog post, we are going to see the process of deleting multiple versions of flows and cleaning up flow interviews using SOQL queries and data import.

Part 1: Deleting Multiple Versions of Flows

1. Identify the Flow Versions

Before you can delete multiple versions of a flow, you need to identify which versions you want to remove. You can use the following SOQL query to fetch the relevant information:

SELECT DurableId, FlowDefinitionView.ApiName, VersionNumber, Status FROM FlowVersionView WHERE FlowDefinitionView.ApiName = 'Flow_API_name'

Replace 'Flow_API_name' with the actual name of the flow you want to clean up. This query retrieves the DurableId, API name, version number, and status of each flow version associated with the specified flow.

2. Prepare the Data Import File

Once you have the list of flow versions to delete, you'll need to prepare a data import file. In this file, you'll need to map the DurableId column to the Id column for deletion. Essentially, you're creating a file that tells Salesforce which flow versions to remove.

3. Run the Data Import

With the data import file ready, you can use Salesforce's data import tools to delete the selected flow versions. Make sure to follow the data import process carefully to ensure a successful deletion. After the import, the specified flow versions will be removed from your Salesforce environment.

Part 2: Deleting Flow Interviews

1. Identify the Flow Interviews

In Salesforce, flow interviews can accumulate over time, especially if some of them are paused or failed. To identify and clean up these interviews, you can use the following SOQL query:

SELECT Id, InterviewLabel, PauseLabel, WasPausedFromScreen, FlowVersionViewId, InterviewStatus FROM FlowInterview WHERE InterviewLabel LIKE '%Flow_Label%'

Replace 'Flow_Label' with the label associated with the interviews you want to delete. This query retrieves the Id, interview label, pause label, pause status, associated flow version, and interview status for each relevant interview.

2. Prepare the Data Import File

Similar to deleting flow versions, you'll need to prepare a data import file for deleting flow interviews. In this file, you'll map the Id column to the appropriate columns required for deletion.

3. Run the Data Import

Once your data import file is ready, use Salesforce's data import tools to delete the specified flow interviews. Follow the data import process carefully to ensure successful deletion. After the import, the selected flow interviews will be removed from your Salesforce environment.

Managing multiple versions of flows and cleaning up flow interviews is crucial for maintaining an organized and efficient Salesforce environment. By using SOQL queries to identify the relevant records and data import tools to delete them, you can keep your Salesforce instance streamlined and free from unnecessary clutter. Remember to exercise caution when performing data deletions to avoid unintended consequences, and always backup data if needed before making any significant changes.