• Tejkaran Singh

Top Guidelines For Using Salesforce Flows


The next generation of automation tools is Salesforce Flow which is the most potent unambiguous automation tool. More types of workflow rules, including the majority of rule criteria formulas, are now supported by the Migrate to Flow tool to begin the switchover. To transform your workflow rules into flows, use the Migrate to Flow tool. Everything that workflow rules can do, and more, is possible with Flow Builder.


Salesforce Flow is an extremely useful tool, but if used improperly, it can be incredibly dangerous. Flows must be meticulously orchestrated and created to ensure that they accomplish your goals without having any unintended repercussions.


Here are the best practices;


1. Strategize before the commencement of the Flow


The crucial first step in flow building is design and management. The business process that you are attempting to automate should be meticulously written out a notch. locating the sources of all potential data, whether they are manual end-user inputs, database queries, or external API calls.


Determine whether you need to include any UI elements in this flow. Think about Governor Limit caps or API call captures you should be aware of.


2. Evaluate The Flows


The installed debug tool in Flow Builder can be used to test your Flows before activating them. Again after your Flow has successfully passed your initial debug tests, you should still thoroughly test your entire final process.


3. Monitor your flows


Describe the goals, expected effects, and relevant factors for the flow. If your flow changes, be sure to update your documentation! Along with your standard release documentation, consider creating individual records for your Flow alone.


4. Use Flows to Update the Same Document


Instead of saving the record, assigning another change, and then saving the record again, it is preferable to make another change to the record before it is pushed into the system. Simply put, this restricts the amount of DML statements and transaction time.


5. Iterate carefully


DML Statements Should Not Be Placed Inside of Loops. DML statements inserted into loops will quickly exceed your governor's capacity. Keep the loop closed: In flow loops, stay away from the "Get Records" and "Update Records" elements. Lastly, avoid rewinding over sizable records collections that might exceed the Flow element limit.


6. Eliminate hardcoding IDs


Hardcoded IDs are the cause of many bugs since they fluctuate over time when moving between different environments. Although there are many ways to avoid hardcoding IDs in other languages, think about using the results of a Get element, a Custom Setting, a Custom Label, or a Custom Metadata Type in Salesforce and Apex.


7. Make early preps For Errors


When using Flows and other automation, mistakes and faults are inevitable. As a result, it's critical to ensure they're handled properly. Make sure your users receive thorough error messages whenever unexpected actions take place. Give users and developers as much information as possible in error messages to make investigation and problem solving easier.


When unexpected actions happen, customize your error messages. Errors in production aren't always a bad thing, and in many situations, you'll want the system to throw an error. Because code will confuse end users, write error messages in a language they can understand.


8. Develop "One Record-Triggered Flow" for Each Object and Each Type


Combining all Flows into one and voiding multiple Flows for each object. Next, including all of the various conditions in the Flow. Use sub-flows and call Apex in your flow without fear. And organizing your Flow on the Canvas in a way that makes it simple to read all of the scenarios.


9. Consider making your flow designs systematic and sustainable


The notion that Flow can interact with APIs so much more than Process Builder is one of the key differences between the two tools. If your flow is large, break it up into smaller flows, each of which should handle a different logic component. Your flow will work faster and more efficiently as a result of this.


10. Have a strategic vision


Don't excessively silo your work .instead, define the modularity in your code to reflect the business. Prevent your flow's repercussions. Do not however make an architectural Flow decision that will interfere with the proper operation of native functionality or crucial performance characteristics.


Hence, process builders never had the capabilities that Flow now possesses, enabling the automation of much more complex logic in a single process, a new interface software package.


If you wish to plan ahead and streamline your flows, visit our website and get in touch with us today. We will help you navigate and strategize your system well in advance for the seamless transition to Salesforce Flow.

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