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5 Pro Tips for Automating with Salesforce Flow

게시 일자: Jul 17, 2023
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Process Automation Best Practices
 

Process automation is a win-win for businesses and customers. When businesses streamline their processes they give customers the seamless and personalized service they’ve come to expect. Basically, automation is the future of business, and Salesforce Flow is our go-to automation tool. With Salesforce Flow you can streamline business processes and create auto-generated triggers, workflows, and record updates.

As you get started with automation and creating your first processes, here are some best practices to follow.
Pro Tip #1: Document Everything

When outlining your process, you’ll want to make it easy for your future self (or other admins and developers). So it’s a good idea to document your requirements. Think about these questions while documenting your process:

   •   What does your flow do?
   •   How is it invoked?
   •   Is it launched by
         •   A button?
         •   Another flow?
   •   For each process, what is the end goal?
   •   Should it run when records meet certain criteria?
   •   Should it happen automatically?
   •   Or should it be purposeful, like a button?
   •   Who should have access?
   •   What other processes may depend on this?

Alternate Tips:

   •   Standardize a naming convention for variables
   •   Use the Description field
Pro Tip #2: Use the Debugger



The debugger is a powerful Flow Builder feature that allows you to test out your flow without activation. No more creating and activating multiple versions of a flow just to check the results! It also offers at-a-glance dropdowns showing the conditions of your flow for easy editing.

   •   Use the debugger instead of saving multiple versions
   •   Enter variables manually

Limitations:

   •   Testing flows executes all actions, including DML
   •   You can’t set collections and sObject variables
   •   You can’t set the running user in Production
Pro Tip #3: Always Set a Fault Path

Always Set a Fault Path

When a flow hits an error, it tends to show the end user an “Unhandled Fault Exception” message and send an email to the admin with details. To alleviate this, you can set a fault path, use custom error messages for your end user, and preconfigure a list of email recipients.

Common Uses:

   •   Showing errors on screen-based flows
   •   Sending an email alert to a group of people
Pro Tip #4: Use Subflows

Salesforce has a strict order of execution for every record that is created or edited. To better designate an order of execution in your automation, you can apply subflows to modularize and organize your processes.

Subflow Benefits:

   •   You can call a flow from a flow
   •   Reduces clutter
   •   Reuses flows
   •   Incorporates modular programming
Pro Tip #5: Keep Data Elements Out of Loops

When working with loops, it’s important to remember to only use logical elements within the loop. A loop allows you to work with individual records within a collection of, say, 500 accounts, for example. If we were to use an Update element within our loop, the flow would attempt to update EACH account individually, making the system inefficient. By using an assignment, we can store the updates we want to make, then update the entire collection at the end.

Alternatives to Adding Data Elements to Loops:

   •   Create an sObject variable and assignment step
   •   Create and update them at the end
Keep the Momentum Going
 
Create a Task on an Account Record Using Salesforce Flow
A common scenario with sales teams is the need to create tasks in account records.

In this scenario, we need to let users know one of two things:
1) A certain task already exists on an account record and we don’t need to create a new one.
2) There are no tasks associated with the account and we need to create one.

Guess what? You can build that in less than 10 minutes with Salesforce Flow. In the example below, we’ve created a flow that emails the team about redundant tasks. Alternatively, if the conditions are met, you can create a new task for that account record.
Salesforce Flow

This is just one simple example of the power of process automation. And there are dozens of preconfigured flows ready to use in Salesforce Flow. Follow these best practices as you build out your automation processes and you’ll be up and running in no time!
 
 
 
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