AI Coached Automation for RevOps
Don't know where to start? Our guided wizard coaches you through building record-triggered automations — step by step, validated against your live Salesforce metadata.
Inputs
- Salesforce connection (OAuth)
- Natural language description of automation
Outputs
- Record-Triggered Flow (Before Save)
- Deployed as Draft in Salesforce Setup
The Problem
Salesforce Flow Builder is powerful but complex. Simple automations take too long, and mistakes can break production.
Salesforce Flow Builder is complex
Flow Builder requires training and practice. Simple automations like "set a field on create" take multiple screens of configuration.
Risk of breaking production
One misconfigured Flow can overwrite data across thousands of records. Testing in production is dangerous without guardrails.
No pre-deployment validation
Flows fail at runtime when fields don't exist or picklist values are invalid. Debugging happens after the damage.
Admins spend hours on simple tasks
Setting a default value, updating a status field, or adding entry criteria takes far longer than it should.
How FoundryOps Solves It
A 5-step wizard that turns plain English into validated, deployable Salesforce Flows.
Select Your Object
Choose from Lead, Contact, Account, Opportunity, or Case. FoundryOps fetches fields, picklist values, and validation rules directly from your Salesforce org.
Describe What You Need
Write in plain English: "When a Lead is created, if Rating is blank, set it to Cold." Don't know what to write? The wizard guides you with examples and suggestions.
Review the Plan
See the trigger events, entry conditions, and field assignments before any code is generated. Validation checks field names and picklist values against your live metadata.
Compile to Flow XML
FoundryOps generates production-ready Salesforce Flow XML (API v60.0) with built-in blind update protection and namespace isolation (FO_* prefix).
Deploy as Draft
Flow deploys to your Salesforce org as Draft status. Test in your org and activate manually in Setup when ready. Never auto-activates.
Safety First
FoundryOps is designed to prevent mistakes, not create them.
Draft-Only Deployment
Flows never auto-activate. You review and activate manually in Salesforce Setup.
Metadata Validation
Field names, picklist values, and data types are validated against your live org before deploy.
Blind Update Protection
Blocks Flows that would overwrite data on every record edit without explicit entry criteria.
Namespace Isolation
All Flows are named FO_* to avoid conflicts with existing automation.
Supported Objects
Create automations for these Salesforce objects. More coming soon.
Example Prompts
Just describe what you want in plain English.
"When a Lead is created, set Rating to "Cold" if blank"
Creates: Before-save Flow that defaults the Rating field on new Leads
"When a Lead Status changes to "Qualified", set Rating to "Hot""
Creates: Conditional Flow triggered on Status field change
"When an Opportunity is created with Amount > 100000, set Priority to "High""
Creates: Threshold-based automation on Opportunity create
Before vs. After
Without FoundryOps
- 30+ minutes to build a simple Flow
- Flow Builder training required
- Runtime errors when fields are wrong
- Risk of activating before testing
With FoundryOps
- Under 2 minutes from idea to deployed Draft
- Plain English — no training required
- Validation before deploy catches errors
- Draft-only deployment — safe by default
Two Ways to Execute
Choose the execution path that fits your workflow.
Google Sheets Add-on
5-step guided wizard inside the Salesforce menu. Visual review of your automation plan before deploy.
- Salesforce → Flow Builder (Beta)
- Step-by-step validation feedback
- One-click deploy to Draft
Deal Desk
Policy-controlled close certification and deal support for teams that want receipted deal operations.
- Close certification and approval routing
- Quote intelligence and deal forensics
- Every action receipted and rollback-capable
Beta Status
AI Flow Builder is in Beta. We recommend testing in sandbox orgs first. Free includes 3 lifetime trial runs; Pro and Unleashed include it with a connected Salesforce org. Access via Salesforce menu → Flow Builder (Beta).
Frequently Asked Questions
What types of Flows can I build?
AI Flow Builder is designed for record-triggered, single-object automations: when a record is created or updated, evaluate conditions, and update fields. Think "entry → decisions → field updates." This covers the majority of RevOps automations. It's not designed for cross-object workflows, scheduled flows, platform events, or approval processes.
Can I build Salesforce Flows without learning Flow Builder?
Yes. Describe your automation in plain English — "When a Lead is created, set Rating to Cold if blank" — and FoundryOps generates a valid Salesforce Flow. No Flow Builder training required.
How does validation work before deployment?
FoundryOps fetches your org's metadata (fields, picklist values, record types) and validates every reference before generating Flow XML. If you reference a field that doesn't exist or a picklist value that's invalid, the validation step flags it.
What happens if I reference a field that doesn't exist?
Validation fails with a clear error message explaining which field or picklist value is invalid. The Flow is not deployed until you fix the issue.
Can I deploy directly to production?
Flows always deploy as Draft status. You must manually activate in Salesforce Setup after testing. This prevents accidental production changes.
How does blind update protection work?
FoundryOps detects Flows that would run on every record update without specific conditions. These are blocked because they risk overwriting data unexpectedly. You must add entry criteria like "when Status changes" to deploy safely.
What Salesforce objects are supported?
Currently supported: Lead, Contact, Account, Opportunity, and Case. More objects coming soon.
What trigger types are supported?
Record-Triggered Flows (Before Save) are supported. This covers automations that run when records are created or updated, before the record is saved to the database.
Key Capabilities Used
AI Flow Builder combines multiple FoundryOps features.
Salesforce Workbench
OAuth connection to your org. Fetches live metadata for validation.
Learn moreAI Flow Builder
Natural language understanding to convert your description into a Flow plan.
Learn moreMetadata API
Deploy Flows directly to Salesforce as Draft via Metadata API.
Learn moreReady to build Flows in plain English?
Install FoundryOps and create your first Salesforce Flow in under 2 minutes.
AI Flow Builder is in Beta. Free includes 3 trial runs, then Pro and Unleashed include it with a connected Salesforce org.