Best Practices for Salesforce Flows

Table of Contents

Best Practices for Salesforce Flows

What Goes Wrong With Poorly-Designed Salesforce Flows

Salesforce Flow is a workflow built to streamline business processes through the Salesforce Flow product. The implementation process of Salesforce Flow is straightforward. You create a Flow, test it, and then deploy it to Production. The best part is that you do not have to write test classes for your Flows. This can help businesses save implementation time as well as money.

Designing before implementing is key to successful project implementation. Salesforce Flow follows the same logic – it is important to think through the solution thoroughly before starting to build it. Rushing into building Flows without proper planning can lead to weird error messages or getting stuck in a loop of trials and errors.

How does Salesforce Flow work?

In Salesforce, a flow is a tool that automates complex business processes. Flow Builder is the declarative interface used to build individual flows. It can be used to build code-like logic without using a programming language.

5 types of Salesforce Flows

Salesforce flows can be divided into five major categories as follows:

Autolaunched Flows

An auto-launched flow is a flow that runs in the background and doesn’t require user interaction. This type of flow doesn’t support screens and local actions. A screen allows your users to interact with information on a screen or view information shown to them. A local action allows you to perform actions in the browser rather than going through the Salesforce server using Lightning components.

Schedule-triggered Flows

Schedule-triggered flows are Salesforce flows that launch automatically and repeat themselves at certain intervals. They are also known as scheduled flows. For a batch of records, a schedule-triggered flow starts at the appointed time and frequency. You can use schedule-triggered flows to automate Salesforce activities.

Screen Flows

Screen flows in Salesforce are used to guide users through a business process. They interact with users, asking questions and presenting information, and based on the user’s answers, a screen flow can update data, send out communications, and show more questions or information. Screen flows provide instructions or call scripts, prompt users to complete certain fields, and then perform actions behind the scenes such as Record Create or Record Update.

Record-triggered Flows

A record-triggered flow allows you to automatically perform actions in Salesforce behind the scenes, without any user interaction, once a record is created and/or updated, or deleted. In some regards, it’s similar to a workflow rule and process, which are triggered when a record is created and/or updated.

Platform Event-triggered Flows

Platform event-triggered flows are auto-launched flows in Salesforce that get launched based on the events/conditions mentioned in the Start element that represents the beginning of your flow. They are tied to a single object/platform event.

Platform Events let you transmit and receive personalized alerts, whereas Flows give you a visual interface for building and running intricate business logic. Platform Events and Triggered Flows work together to enable event-driven programming that reacts instantly to changes in your Salesforce org. Create an Event object for your platform that represents the message you want to deliver. This object may have a relationship with other objects in your Salesforce org and may contain custom attributes.

best practices for salesforce flows

Salesforce flow best practices

When flows are not well-designed, they cause issues in the organization’s system. Here’s how to stop that from happening and create some best practices for Salesforce flows:

• Document your flows. The flow you are creating will be used by other users and probably will need to be changed in the future, so the better the documentation is, the easier it will be to maintain.

• Check for nulls. You need to be ready for every scenario that could happen, and that means you are not sure about the data the flow is going to receive. Introducing a decision like, ‘Is null EQUALS False’ will avoid possible problems.

• Don’t hardcode IDs. Instead, use the results of a Get Element, a Custom Label or Custom Metadata

• Avoid DML inside loops. If you need to do complicated logic over a collection, we do recommend using Apex.

• Don’t mix Triggers, Process Builders, workflow Rules, and flows. It is better to choose one automation tool per object. If you mix strategies, it could turn out in poor performance, or unexpected results, besides really hard maintaining

How Can We Create Better Flows and Subflows?

To sum up, flows are a very powerful toolset and offer great benefits to organizations. To stop them from being a disruptive element we should keep in mind these small tips and create best practices for Salesforce flows. This will help to avoid issues or unexpected behaviors and leave the organization and the system’s users able to make use of Salesforce flows successfully.

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Bill Taylor
Bill Taylor manages pre and post-sales engineering, implementation, and account management efforts for all Quality Clouds customers based in the US. Bill brings over 25 years of sales and IT experience with software, hardware, integration, and implementation to Quality Clouds and their customers with expertise in software development, cloud architecture, SaaS, video streaming, compression, IT networking, and digital content creation with extensive experience with sales and strategic engagements. Bill joined the Quality Clouds team in March of 2022 and is based in Atlanta, GA.

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