Documentation
Everything you need to build
Full docs ship with the AppExchange release. Here's what's covered — reach out if you need something now.
Getting Started
Install the managed package and run your first AI action in 5 minutes.
Admin Manual
Day-to-day operations for Salesforce admins. Install, configure, monitor, troubleshoot, upgrade. Apex not required.
Org Chat
Chat with your Salesforce data. Permset-gated, FLS-aware, allowlist-governed. Provider-agnostic tool-calling for cross-object questions.
Tool-calling
ADR-013. Provider-agnostic multi-step LLM reasoning. 4 canonical tools, single dispatcher, no vendor lock-in.
Org Introspection
Two-layer org metadata. INV-1 reads triggers + flows + validation rules per turn. INV-2 nightly inventory harvest powers the inventory_search tool.
Inspector
Forensic post-mortem view for one pipeline execution. Timeline + per-stage detail + tool-call breakdown.
Component Catalog
75 component types. AI nodes, operators, flow control, Org Chat private. Use as the lookup when authoring pipeline JSON.
Pipeline Cookbook
12 copy-paste recipes for the patterns FlowMason production pipelines hit most often.
Schema Reference
Field-level reference for every custom object, MDT type, and Platform Event shipped with FlowMason.
Plugin SDK Reference
Contract surface for plugin authors. Every interface, MDT field, and registration path.
REST API Reference
8 Apex REST resource families. Pipeline runs, AI chat, templates, signal delivery, admin health.
Glossary
A-Z definitions for every term across FlowMason docs.
ADR Index
Architecture Decision Records. Why-decisions for major choices. ADR-001 through ADR-016.
Runbook. Inventory Harvester
Operate the INV-2 nightly harvester. Failure modes, recovery, manual ops.
Runbook. Incident Response
Entry point for any FlowMason incident. Severity matrix, kill switches, 7 playbooks.
Changelog
Versioned release history. Phase H back to Phase A.
Callable Apex
PipelineRunner API: sync, async, async-tracked. PipelineBuilder, exceptions, governor patterns.
Invocable Actions
The full list of @InvocableMethod actions and their Flow Builder configuration.
LWC Drop-in Components
Drop-in reference for all 6 components: properties, events, and CSS variables.
Trigger Framework
Bind pipelines to SObject triggers, Platform Events, and cron schedules.
Provider Configuration
Configure all 7 providers. API keys, model selection, retry settings, cost tracking.
Pipeline Studio
Build multi-step AI pipelines visually. Stage types, expressions, validation, and SFDX export.
Unit Testing
FMTestMocks, FMPipelineTest, and test-first pipeline development. No tokens burned.
Governance & Audit
Query the audit log, build cost reports, understand FLS/CRUD enforcement.
Enterprise Security
Value-pattern redaction, FLS-aware prompt guard, buffered circuit breaker — three compliance layers built into the runtime.
Pipeline Authoring (AI-assisted)
Feed a use case to any LLM — get deployable pipeline JSON + Invocable Apex. Complete component catalog and system-prompt doc.
REST Endpoints
Execute pipelines via REST from any external system. Auth, request/response format.