Stood Flows for Salesforce

Features & setup

Overview

Stood for Salesforce is a visual flow editor that maps and visualizes your Salesforce business processes, automation, and data relationships for Lead and Opportunity objects. The application creates interactive node-based flow graphs that help you understand and optimize your CRM processes.

Features

1. Visual Flow Mapping

• Interactive visual editor with drag-and-drop capabilities

• Clear representation of your Lead and Opportunity business processes

• Easy navigation with zoom, pan, and overview controls

2. Business Process Visualization

• See how your Business Processes connect to Record Types

• View all stages within each Business Process

• Understand relationships between Business Processes and Record Types

• Filter by specific Business Processes

3. Record Type Management

• View all active Record Types for Leads and Opportunities

• See how many records exist per Record Type

• Track records without Record Types separately

• Understand which Business Process each Record Type uses

4. Automation Detection

• Record-Triggered Flows: See all active flows that trigger on Lead/Opportunity records

  • View trigger conditions (Status, Stage, Record Type)

  • See what tasks or activities each flow creates

  • Understand when flows run (Before Save, After Save)

• Apex Triggers: View all active Apex triggers for Leads and Opportunities

  • See trigger events (Before Insert, After Update, etc.)

  • Review trigger code

5. Layout & Profile Management

• Layouts: View page layouts for Leads and Opportunities

  • See field configurations

  • Understand which layouts are used for which Record Types

• ProfileLayouts: See how layouts are assigned to profiles and record types

• Profiles: View profile settings for Record Type visibility

  • See which Record Types each profile can access

  • Identify default Record Types per profile

6. Status & Stage Tracking

• Lead Statuses: View all available Lead status values

  • Identify default status

  • See which statuses indicate conversion

  • Track active vs inactive statuses

• Opportunity Stages: View all Opportunity stage values

  • See probability and forecast information

  • Identify closed and won stages

  • Track active stages

7. Data Refresh & Versioning

• Refresh your data to get the latest information from Salesforce

• All metadata is stored in versions to minimize API calls

• Track progress during refresh operations

• Automatic re-authentication when needed

8. Secure Multi-Tenant Access

• Organization-based access control

• Secure user authentication

• Data isolation between organizations

Metadata Elements Retrieved

1. Lead Statuses - Display Lead status progression in your flow graphs

2. Opportunity Stages - Display Opportunity stage progression in your flow graphs

3. Business Processes - Map Business Processes to Record Types and display stages

4. Record Types - Display Record Types and their relationships to Business Processes

5. Record Counts - Show data volume per Record Type in the interface

6. Record-Triggered Flows - Display automation flows in the graph and show trigger conditions

7. Apex Triggers - Display Apex automation in the flow graph

8. Layouts - Display page layouts and associate with Record Types

9. ProfileLayouts - Associate layouts with profiles and record types

10. Profiles - Display which Record Types are visible to each profile and determine default Record Types

Required Salesforce Permissions

💡 Permissions are applied on top of oauth settings that simply open the door for the authenticated user. You may use an integration tech user for this or consider plugging your sandbox only (full sandbox preferred to have representative statistics on data).

OAuth Scopes

The application requires the following OAuth scopes (or “full access):

• api - Access to Salesforce REST API

• refresh_token - Ability to refresh access tokens

• offline_access - Long-lived session support

User Permissions Required

Standard API Access

• Read access to Lead and Opportunity objects

• Read access to RecordType, BusinessProcess, OpportunityStage objects

• Ability to execute queries on standard objects

Tooling API Access

• Read access to Tooling API objects: FlowDefinition, Flow, ApexTrigger, Layout, ProfileLayout, Profile, BusinessProcess (for metadata)

Describe Access

• Ability to describe Lead object (for Status picklist values)

• Standard object describe permissions

Profile Metadata Access

• Read access to Profile metadata

• Access to Record Type visibility settings in Profile metadata

Recommended Permission Sets

1. API Enabled - Required for all API access

2. View All Data (optional) - For accessing all records regardless of sharing rules

3. Customize Application - For accessing metadata objects

4. View Setup and Configuration - For accessing Tooling API objects

Minimum Required

• API Enabled permission

• Read access to Lead and Opportunity objects

• Read access to RecordType, BusinessProcess, OpportunityStage objects

• Tooling API access enabled

• Read access to FlowDefinition, Flow, ApexTrigger, Layout, ProfileLayout, Profile in Tooling API

Salesforce Setup - External Client App Configuration

To connect Stood for Salesforce to your Salesforce ORG or Sandbox, you need to set up an external client app in Salesforce with the following configuration:

1. Create or Edit Connected App in Salesforce Setup:

   • Navigate to Setup → App Manager → New Connected App (or edit existing)

2. Configure OAuth Settings:

   • Callback URL: https://stoodflows.web.app/salesforce-oauth-callback

   • Selected OAuth Scopes: Full Access (restrict to read-only via permission sets)

   • Require Proof Key for Code Exchange (PKCE): Unchecked (must be disabled)

3. Keep your Client ID & Client secret for your Stood setup.

4. Save the Connected App configuration

Data Storage & Performance

To minimize Salesforce API calls and improve performance, all metadata is stored in versioned snapshots in our database. When you refresh your flowset, a new version is created with the latest data from Salesforce. The application then uses these stored versions for display, significantly reducing API usage and improving response times.

API Usage

Tooling API vs Standard API

• Standard API: Used for standard object queries (Lead, Opportunity, RecordType, BusinessProcess, OpportunityStage)

• Tooling API: Used for metadata objects (FlowDefinition, Flow, ApexTrigger, Layout, ProfileLayout, Profile)

Rate Limits (default)

• Standard API: 15,000 API calls per 24 hours (per org)

• Tooling API: 5,000 API calls per 24 hours (per org)

The application includes progress tracking during refresh operations to keep you informed of the refresh status.

Security

1. OAuth Tokens: Stored securely with organization-based access control

2. Multi-Tenancy: All data is isolated by organization

3. Access Control: Organization-based security rules ensure data privacy

4. Read-Only: Currently read-only - no modifications to your Salesforce org

5. Token Refresh: Automatic re-authentication when tokens expire

Support

For support and commercial questions, contact: contact@stoodcrm.com