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Visualize your org's automations according to the oficial Order of Execution

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S4GConsulting/eXec-Ray

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eXec-Ray

We make visible the invisible. Visualize your org's automations according to the official Order of Execution.

Background

Order of execution in Salesforce is the set of events performed when you save a record of any standard or custom object with an insert, update or upsert operation. Being clear about this order will help you design the correct solution, debug any issue and analyze legacy organizations.

The only way to visualize what happens when you store a record is reviewing the official order of execution page and go one by one to each involved element in your Salesforce org.

With eXec-Ray you will be able to see the order of execution for a given object. The app lists every customizable object in your Salesforce org (standard and custom) and by selecting one of them, you can see all the events that are going to be executed when you save a record of that object, taking into account the mentioned Salesforce order of execution.

screen shot

Packaged Release History

Release 1.0.0 (current release)

Getting Started

  1. Create Connected App

    Basic Information

    API (Enable OAuth Settings)

    • Enable OAuth Settings: true
    • Callback URL: https://yourdomain.my.salesforce.com/services/authcallback/eXec_Ray
    • Selected OAuth Scopes:
      • Full access(full)
      • Perform requests at any time (refresh_token, offline_access)

    Leave other fields as presented

    Try to have the Consumer Key and Consumer Secret information at hand because both values are needed in the next step

  2. Update eXec-Ray Auth Provider

    • Consumer Key: use the consumer key of the previously created connected app
    • Consumer Secret: use the consumer secret of the previously created connected app
  3. Edit the eXec-Ray Named Credential

    • URL: https://yourdomain.my.salesforce.com/

    Leave other fields as presented

    This will launch a Salesforce login window to authorize our app to be used in your org in your name. If you get the error "error=invalid_client_id&error_description=client%20identifier%20invalid" is because the connected app is being published. Please wait some minutes and try to save again with the same information

  4. In order to use the Platform Cache and ease the loading time of objects already loaded, you need to create a new record for the Custom Setting, eXec-Ray Settings. You will need to have the field Use Platform Cache set to true.

  5. Assign de eXec-Ray permission set to the people that will use the app. Take into account that the permission set only gives access to the app, needed permissions to see elements are not included.

FAQ

If one of your questions isn't answered below, please search and comment on existing issues before opening a new one. Thanks!

Please have a look at the CONTRIBUTING guidelines.

Credits

Thanks S4G to allow us to make this project and make it available for the community.

Thank you all contributors for the effort, enthusiasm and desire in this project: