🔎How to Export Salesforce Flows to Images and PDF: Step-by-Step Guide & Best Free Tools
Exporting Flows in a Few Clicks
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Documenting and sharing Salesforce flows is crucial for collaboration and training. However, exporting Salesforce flows as images isn’t as straightforward as it should be. Salesforce lacks a built-in export feature for flows, making it difficult to capture high-quality visuals of complex flows spanning multiple screens.
After extensive research and testing multiple tools, I’ve found the best browser extensions that make exporting Salesforce flows seamless and efficient without costing a penny.
Problem it Solves
Lack of Native Export Options : Salesforce does not provide a direct way to export flows as images or PDFs.
Difficulty Capturing Large Flows : Salesforce flows can be quite large, sometimes spanning multiple screens. Users often resort to taking multiple screenshots manually and stitching them together which is time-consuming and inefficient.
Best tools to export Salesforce Flows
1. Salesforce Inspector Reloaded
When it comes to exporting flows, Salesforce Inspector Reloaded allows users to add a scroll bar to the Flow Builder canvas. This is needed for the next tool to take screenshots across the canvas to capture entire flow.
Bonus Tip: For very large flows, you have to move the flow canvas so that you can view the entire flow using scroll bars. If you want to see a tutorial, let me know in comments.
2. Fireshot / Go Full Page
Fireshot and Go Full Page are powerful screen capture extensions that excels in capturing long, scrolling pages. On a click of a button it can capture an entire flow, even if it spans multiple screens. You can use either of these two extensions.
Notable features
Seamless full-flow capture. No need for manual stitching of screenshots.
The Flow builder components are automatically hidden and you get only the flow export.
Multiple format options – JPG, PDF, clipboard, or direct email sharing.
The export preserves high-resolution quality, ensuring clarity and readability without pixelation.
Below is a Salesforce flow I have exported using these free tools.
Give them a try, and share your experience with us.
🌟 Featured Resource: Salesforce Dependent Picklist Matrix Export/Import
Easily export and import the Dependent Picklist Matrix in Salesforce.
Quote to ponder On
“The bad news is time flies. The good news is you’re the pilot.” – Michael Altshuler
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Happy Hunting!
Maninder