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Salesforce
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Dee Hamori
November 14, 2023
4
min read
In today's dynamic business environment, leveraging Salesforce Flow to streamline your processes and enhance user experiences is crucial. However, successful Flow implementation requires a well-thought-out approach to meet business requirements effectively. This blog post will guide you through a checklist of considerations for developing Flows in Salesforce, ensuring your efforts align with the business's goals and expectations.
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Before diving into the world of Flow development, it's important to understand what you are solving for. Here are the key aspects to consider during the requirements-gathering phase:
Understand Business Requirements and Goals
Explore Out-of-the-Box Functionalities
Document Use Cases and Desired Outcomes
Define Acceptance Criteria
The design phase is where you mold your Flow into a user-friendly, efficient solution. Consider the following:
Simplicity and User-Friendliness
Optimize DML Statements
Follow Flow Naming Conventions
Consider Asynchronous Flow
Before Save vs. After Save
Tighten Trigger Criteria
Long-Term Maintainability
Leverage Descriptions
Flow Switches
No hardcoded Ids
Mistakes and unexpected scenarios are part of any development process. Make sure you're prepared to handle them:
Custom Errors
Fault Paths
Error Handling and Messages
Ensure your Flow can handle large volumes of data:
Performance Testing
Apex for High-Performance
A well-tested Flow is a reliable Flow:
Testing in Different Scenarios
Debugging Tool
Involve End-Users
Don't overlook the security aspects of your Flow:
Security Implications
Last but not least, ensure that your efforts are well-documented:
Comprehensive Documentation
Special Considerations
Share with Stakeholders
STAY UP TO DATE
In conclusion, Salesforce Flow development requires meticulous planning and continuous optimization. By following this checklist, you can maximize the potential of Salesforce Flow to meet your business objectives and provide a seamless experience for your users. Don’t forget to always build in Sandbox. Hope this was helpful. See you on the trails :)
Salto for
Salesforce
Salesforce
SHARE
Dee Hamori
November 14, 2023
4
min read
In today's dynamic business environment, leveraging Salesforce Flow to streamline your processes and enhance user experiences is crucial. However, successful Flow implementation requires a well-thought-out approach to meet business requirements effectively. This blog post will guide you through a checklist of considerations for developing Flows in Salesforce, ensuring your efforts align with the business's goals and expectations.
Before diving into the world of Flow development, it's important to understand what you are solving for. Here are the key aspects to consider during the requirements-gathering phase:
Understand Business Requirements and Goals
Explore Out-of-the-Box Functionalities
Document Use Cases and Desired Outcomes
Define Acceptance Criteria
The design phase is where you mold your Flow into a user-friendly, efficient solution. Consider the following:
Simplicity and User-Friendliness
Optimize DML Statements
Follow Flow Naming Conventions
Consider Asynchronous Flow
Before Save vs. After Save
Tighten Trigger Criteria
Long-Term Maintainability
Leverage Descriptions
Flow Switches
No hardcoded Ids
Mistakes and unexpected scenarios are part of any development process. Make sure you're prepared to handle them:
Custom Errors
Fault Paths
Error Handling and Messages
Ensure your Flow can handle large volumes of data:
Performance Testing
Apex for High-Performance
A well-tested Flow is a reliable Flow:
Testing in Different Scenarios
Debugging Tool
Involve End-Users
Don't overlook the security aspects of your Flow:
Security Implications
Last but not least, ensure that your efforts are well-documented:
Comprehensive Documentation
Special Considerations
Share with Stakeholders
In conclusion, Salesforce Flow development requires meticulous planning and continuous optimization. By following this checklist, you can maximize the potential of Salesforce Flow to meet your business objectives and provide a seamless experience for your users. Don’t forget to always build in Sandbox. Hope this was helpful. See you on the trails :)