One-Click GitHub Deploy

Deploy Flow templates directly to your Salesforce org without installing the CLI

Overview

The One-Click GitHub Deploy feature allows you to deploy Flow templates directly to your Salesforce org from your browser. No Salesforce CLI installation required - just click the button and authenticate.

How It Works

We use the open-source GitHub Salesforce Deploy Tool by Andrew Fawcett. When you click "Deploy to Salesforce", here's what happens:

  1. You're redirected to the GitHub Deploy Tool
  2. You authenticate with your Salesforce org
  3. The tool fetches the Flow template from our GitHub repository
  4. The template is deployed to your org using the Metadata API
  5. You see a success confirmation

Step-by-Step Guide

Step 1: Choose a Template

Browse our template library and find the Flow that matches your needs.

Step 2: Click Deploy to Salesforce

On the template detail page, click the blue "Deploy to Salesforce" button. This button deploys only the specific template you're viewing.

Step 3: Log In to Your Org

You'll be redirected to the GitHub Deploy Tool. Log in to your Salesforce org:

  • Production/Developer Edition: Use login.salesforce.com
  • Sandbox: Use test.salesforce.com

Step 4: Review Deployment

The deploy tool will show you what will be deployed:

  • The Flow XML file
  • A package.xml manifest

Step 5: Deploy

Click "Deploy" and wait for the deployment to complete. This usually takes 10-30 seconds.

Step 6: Activate the Flow

After deployment, go to your Salesforce org:

  1. Navigate to Setup → Flows
  2. Find the newly deployed Flow
  3. Click on it and click Activate

Deployment Options

Individual Template

When you click "Deploy to Salesforce" on a template detail page, only that specific template is deployed. This gives you granular control over what goes into your org.

All Free Templates

On our GitHub repository README, you can deploy all 10 free templates at once. This is great if you want to get the full library in one deployment.

Supported Org Types

The GitHub Deploy Tool works with:

  • Production Orgs
  • Developer Edition Orgs
  • Sandbox Orgs
  • Scratch Orgs

Requirements

  • API access to your Salesforce org
  • System Administrator or Customize Application permission
  • Internet connection

Troubleshooting

"Could not find repository" Error

This means the GitHub repository is not accessible. Check that:

  • You have a stable internet connection
  • The repository URL is correct
  • GitHub.com is not blocked by your network

Deployment Failed

If deployment fails, check the error message:

  • Insufficient permissions: You need System Administrator or Customize Application
  • API version mismatch: Your org must support API version 60.0 or higher
  • Flow already exists: Delete or rename the existing Flow first

Flow Not Appearing

If the Flow doesn't appear after deployment:

  • Refresh your Flows page in Setup
  • Check if deployment actually completed successfully
  • Look in the Deployment Status page in Setup

Security & Privacy

The GitHub Deploy Tool:

  • Uses standard Salesforce OAuth authentication
  • Only deploys the specific metadata you authorize
  • Does not store your credentials
  • Is open-source and community-trusted

Alternative: CLI Deployment

Prefer more control? You can also deploy using Salesforce CLI.