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Flow Export Installation Guide

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Brandon Klapholz
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6 views

Flow Export Installation Guide

Uploaded by

Brandon Klapholz
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Flow Export App

Installation Guide

v1.6

Installation Guide
1. Install app from app exchange.
2. Install for system administrators only.
3. Assign application permission to user(s).
4. Retrieve “My Domain URL”
5. Retrieve Callback URL
6. Create Connected App
9. Setup Miro App
Usage Guide

Installation Guide
1. Install app from app exchange.
a. Visit the App Exchange and install the application.

2. Install for system administrators only.

3. Assign application permission to user(s).


a. Navigate to Users > Users and select the user record you would like to allow use
of the Flow Export application.
b. On the user detail page, go to the Permission Set Assignments section and click
the “Edit Assignments” button.
c. Select the “Flow Export App” permission set and add it to the list of Enabled
Permission Sets and click the Save button.

4. Retrieve “My Domain URL”


a. Navigate to Company Settings > My Domain and make note of your instances
“Current My Domain URL”. This value will be used throughout the setup process
below.
Flow Export App
Installation Guide

v1.6

5. Retrieve Callback URL


a. Go to Identity > Auth. Providers and click on the “Tooling Api Auth” entry to view
details.
b. Copy the Callback URL under Salesforce Configuration section.

6. Create Connected App


a. Go to Apps > App Manager and click on “new connected app”
b. Enter connected app name, api name, and contact email.
c. Then enable OAuth Settings by clicking checkbox (API Enable OAuth Settings)
d. Callback URL, paste the URL you copied from step 5-B above.
e. Select the following OAuth Scopes from the available list and move them into the
Selected OAuth Scopes list.
i. Full access (full)
ii. Perform requests at any time (refresh_token, offline_access)
f. Press the Save button, and confirm the displayed message.
g. Once redirected to the connected app detail page, click on the “Manage
Consumer Details” button to open the consumer key and secret details in another
tab/page. DO NOT SHARE THE CONSUMER KEY OR SECRET WITH
ANYONE ELSE AND DO NOT COPY AND STORE THOSE SECRETS
OUTSIDE OF SALESFORCE.

7. Go to Auth. Providers and click on the “Tooling Api Auth” provider to view the detail page
then click on the “Edit” button.
a. Paste the Consumer Key and Secret from your connected app in step 4-F above
into the Consumer Key and Consumer Secret fields.
b. Update the Authorize Endpoint URL with the domain name url from step 3.
(correct format should look like this:
https://mydomain.my.salesforce.com/services/oauth2/authorize)
c. Update the Token Endpoint URL with the domain name url from step 3.
(correct format should look like this:
https://mydomain.my.salesforce.com/services/oauth2/token)
d. Click Save.

8. Navigate to Security > Named Credentials and click on the “ToolingAPI” entry.
a. From the details page, click the Edit button.
b. Update the URL field with the my current domain url from step 3 and click Save.
Flow Export App
Installation Guide

v1.6

c. From the details page, click on the External Credential link named
“ToolingAPICredential”.
d. On the External Credentials page under the Principals section, click the Actions
dropdown and select “Authenticate”
e. Once prompted to enter your Salesforce credentials, enter your Username and
Password, then click ”Login to Salesforce”.
f. Review the Allow Access list and click Allow if you accept.
g. If successful, the Principals “Authentication Status” should show “Configured”.

9. Setup Miro App


a. Login to your Miro account and navigate to the “Settings” page and click on “Your
Apps”
b. Click the “Create New App” button.
i. give your app a name
ii. Select the developer team for your app.
iii. Checkbox the “Expire user authorization token”
iv. Finally, click the “Create App” button.
c. Make note of the Client ID and Client Secret under the App Credentials.
d. Back in Salesforce, navigate to Identity > Auth. Providers and select “Miro Api
Auth”, then copy the Callback URL under the Salesforce Configuration section at
the bottom.
e. In your Miro App details page, paste the link from the above step into the
“Redirect URI for OAuth2.0" field and click the “Add” button.
f. In the permissions section, mark the checkbox next to the “boards:write”
permission.
g. Lastly, give your app a meaningful name.
h. Head back over to your Miro Auth. Provider details page and click edit, then copy
and paste your Miro App “Client ID” into the Consumer Key field.
i. Next copy your Miro App “Client Secret” into the Consumer Secret field and click
“Save”.
j. Navigate to Security > Named Credentials and on the “MiroAPI” line item, click
the “MiroCredential” link under the ExternalCredential column.
k. In the Principals section, click the actions arrow and select “Authenticate”.
l. You will be redirected to the “Add & allow {Your Miro App Name Here}” page
where you select the team you want the flow exports to be saved to. Then click
the “Add” button.
m. If successful, the Principals “Authentication Status” should show “Configured”.
Flow Export App
Installation Guide

v1.6

Usage Guide
1. Head over to the “Flow Export App” page next.
2. After the Flow Export table loads, you should see your organization's flows listed.
3. Once you locate the flow you want to export, you can select the action dropdown and
click the “Export to Miro” button.
4. Your export will begin to process and depending on the size of your flow can take a
couple of minutes from start to finish. You can click on the link in the status message to
view your ‘in-progress’ flow creation in Miro.
5. Once your flow export is complete, you will receive an email notification.

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