In Salesforce CRM, flow management requires to remove the unnecessary flows from the list of flows. This is required to manage the space and it is also needed to delete an unused flow when you are creating a flow similar to the unused flow to avoid confusion.
In this Salesforce tutorial, we will learn how to delete a flow in Salesforce.
Considerations To Delete Flow in Salesforce
We should be aware of the following considerations while deleting a flow in Salesforce.
- The flow can only be deleted when the package state is unmanaged, and if it is managed, then you need to delete the installed managed package to delete the flow.
- The flow and versions in the flow should be deactivated to delete the flow.
- You should have the required access and permissions to manage the flows.
- The flow should not be referred to any page or button. If so, remove the flow from the page or delete the button that is calling the flow.
Delete a Flow in Salesforce
To delete a Flow in Salesforce, login to your Salesforce developer console and follow the below steps.
1. On the Setup page of Salesforce, go to the Quick Find box and then search and select Flows under the heading Process Automation.
2. In the Flows window, go to the unmanaged Salesforce flow that you want to delete, and there, click on the dropdown of that flow and select View Details and Versions.
3. In this window, go to the section Flow Versions and deactivate all activated flow versions. For that, click on the Deactivate button in the Action column.
4. After deactivating the flow versions, go to the section Flow detail and click the Delete button.
5. As we click on the Delete button, a pop-up window will appear, displaying the message of confirmation to delete the flow. Here, click on the OK button.
As we click on the OK button, the flow will be deleted.
This way, we can delete a Flow in Salesforce by following the above steps.
Error while deleting a Flow
If you face the error unable to complete the requested change that means this flow is currently deployed on the page layout of any object.
You will see the reason for the error, and in the Section column, you will see the page where the flow is deployed right now.
1. In this case, the flow is deployed on the Home page of an app, so navigate to the home page of that app, click on the settings icon at the top, and select the option Edit page.
2. In the app builder, delete the flow component and click Save to apply changes.
3. If you have called this flow with a button, navigate to Object Manager -> Object Name -> Button, Links, and Actions. Then, delete the button that is calling the flow.
4. After this, remove the button from the Page layout also.
After making the above changes, the flow will removed from the references. Now, go to the Flow details section of the flow and click Delete, and this time, you won’t face any error while deleting the flow.
Conclusion
In Salesforce flow management, we should avoid deleting important flows deployed in any automation process. By following the above steps, we can maintain the Salesforce flows in order by securely deleting flows that are no longer needed.
Now, you might have understood the method to delete a Salesforce flow and also the way to resolve the error that can occur while deleting a Flow.
You may like to read:
- How to Create an Email Template In Salesforce Flow
- How to Delete Custom App in Salesforce?
- How to Create Workflow Rule in Salesforce
- Display Child Account Contacts Using a Salesforce Screen Flow
- How to Delete Records using Flow in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
