Top 10 Best Practices to Use Salesforce Flows

Salesforce Flow is the most powerful automation tool that Salesforce provides.  We all know that using salesforce flow is not a tedious task but it should be used in a certain way to get most of it. There are many best practices to use salesforce flows and we will discuss the top ten best practices to use a flow in this article.

Let’s just hop to them:

1. Test Your Salesforce Flows

Flow Builder provides a built-in debug tool that allows you to test your flows before activating them. It is recommended to go through and test the full flow from beginning to end.

2. Use Subflows

A Subflow is a flow that is called from one or more parent flows.

If a Flow has a lot of complexity and runs a lot of calculations. You may want to build some sort of complex calculation that is calculated in another flow. And in that case you use Subflows. It also reduces a lot of the room for human error by reducing testing time.

3. Do Not Perform DML Statements in Loops

One should avoid performing a DML Statement inside of a Loop. It also  means never performing a repetitive Get, Update, Create, or Delete inside a Loop so that your risk of hitting a governor limit is reduced.

4. Document Your Flows

A flow is generally viewed by Salesforce Administrators and other professionals. You should always create a document to make it easier for them to understand what your Flow is about, how it works and the key elements and functions that it performs.

You can also map out your flows before building them.

5. Never Hard Code Ids

A Flow has the ability to reach out and get specific information. You can access things like Record Ids or Record Type Ids in a flow without hard coding them.

If there is a need to hardcode something, consider using a Constant.

6. Error Handling

Errors are definitely going to happen when working with flows and other automation tools. It is necessary to handle them in the right way. Make sure the users of your organisation are presented with detailed error messages when these errors show up in your org.

7. Add Entry Criteria while Building a Flow

By adding an entry criteria, you can make sure that the condition is fulfilled before the execution of the flow.

8. Use Schedule-Triggered Flows

Schedule-Triggered Flows let you run actions across records on a regular basis. This can be useful to save time on manual updating of records. There are a number of considerations that are specific to schedule-triggered flows that need to be taken care of.

9. Use Other Automation Tools Instead

Building a flow may not be the required move. There are other tools like Apex, Process Builder etc  that are much faster.

10. Asking for Help from the Trailblazer Community!

If you are facing an issue related to Salesforce flows, there is a trailblazer community to help. You ask your queries and get answers to them.

Bottom Line

Flows are the best way to automate things  within your Salesforce org. And the releases and updates make it difficult to understand using them in a correct way. But with problems, come solutions, you take help from the online community about everything. If you want to read more such blogs, keep reading our blogs.

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