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Flow Activation - Automatically Deploying Flows as Active with Deployment Steps

How to activate Flows when deploying to Production orgs using Pipelines

Ross Jenkins avatar
Written by Ross Jenkins
Updated over 2 weeks ago

Salesforce's default behaviour when deployment to a Production environment is to deploy Flows as inactive. Whilst you can change this behaviour, this would have quite a big impact as from then on you won't have the option to choose when and which Flows should be deployed as active.

Automatic Flow Activation with Deployment Steps

Note: the Flow Activation deployment step is only applicable to Pipeline static environments linked to a production org. Flows deployed to other org types will always be deployed as Active.

You can now activate Flows automatically on a successful deployment to your Production orgs from Gearset Pipelines. This is done via our Pre and Post Deployment Steps functionality.

Creating a Flow Activation deployment step

We have added an Automated Flow Activation post-deployment step, which can be added either at the point of creating your first Pull Request (PR) for your feature work from your Dev Sandbox environment into your Pipeline, or whenever an open promotion PR is targeting a Production org.

By default, when creating the Flow Activation deployment step at the point of creating a new PR, the step will be applied to any Production orgs within your Pipeline.

However, where you have multiple Production orgs and would only like to apply the step to a subset of them, you can select these specific orgs via setting the Environments to run against when creating the step.

Using Flow Activation deployment steps

Upon a successful deployment where a Flow Activation deployment step was added, we will automatically activate any Flows that were included in the deployment package that was created for the promotion.

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We will run an automation to activate the flows after the deployment has succeeded, and once the Flows have been activated, we will show that the deployment step has been completed.

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If we were unable to automatically activate the Flows from the deployment, the deployment step will still be shown along with any other incomplete post-deployment steps. It will inform you that we were unable to activate your Flows, and to address this manually.

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Once you have been able to activate the Flows manually via Salesforce, you can click the checkbox shown above to confirm that you've done so and mark the deployment step as completed.

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To view the results of the Flow activation, you can click on the step and we will include a table with the results

Additionally, this information is included in the deployment summary which can be accessed via either your deployment history or the promotion history for the environment

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