Salesforce Flow Best Practices : Salesforce Flow Design Patterns

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  • Опубліковано 26 лип 2024
  • Salesforce Flow Design Patterns from Fundamentals to Mastery. In this session we will talk about top 10 Salesforce Flow best practices. We will talk about how to Implement one Flow per object and build subflow(s) to enhance the original Flow’s scope.

КОМЕНТАРІ • 39

  • @apexhours
    @apexhours  2 роки тому +1

    Check more best practices here www.apexhours.com/salesforce-flow-best-practices/

    • @xoeiie
      @xoeiie 9 місяців тому

      I have 1 question for 37:24
      what if I want to get records, thenloop and update a status, and send email for each record?

  • @kiranvrao9714
    @kiranvrao9714 2 роки тому +4

    Awesome session! I love the fact that he was able to give examples from his experience for every slide! Superb Thanks a lot

  • @djamburere
    @djamburere Рік тому +1

    18:30 - best tip for me today. I came to the conclusion but it's good to have it confirmed by an expert ❤

  • @anands8511
    @anands8511 2 роки тому +1

    great session once again!

  • @ragulhm
    @ragulhm 2 роки тому +2

    Thanks for the session ♥

  • @javedmanoor2126
    @javedmanoor2126 2 роки тому +1

    Awesome session!

  • @ragulhm
    @ragulhm 2 роки тому +4

    Flows need lot more way to go compared to powerful trigger.
    But it will definitely replace trigger one day.

    • @apexhours
      @apexhours  2 роки тому

      I totally agree with you

  • @jaredalwyn553
    @jaredalwyn553 2 роки тому

    Let's say we want to update a record that meets criteria when created or edited. If we have a node for new records and a separate node for after update we would have to either duplicate the update logic or put it into a subflow. We could also just have the criteria in the first decision, but that seems messier then what you have shown, especially if we also have records that only need to update on create. Do you have any recommendations or is duplicate logic something we just have to consider?

  • @aslambagwan6032
    @aslambagwan6032 2 роки тому

    Thanks

  • @piyushsinha1659
    @piyushsinha1659 Рік тому +1

    Awesome :)

  • @SalesforceUSA
    @SalesforceUSA 2 роки тому +1

    Good video

  • @sachinchavan-me
    @sachinchavan-me 2 роки тому

    If we don't use entry criteria and use decision element inside flow then it will create unwanted flow interview instance for the all records which we don't want to run the flow. Is my understanding right?

  • @akashjadhav10
    @akashjadhav10 2 роки тому +2

    yes

  • @kiryuha721
    @kiryuha721 Рік тому

    To replace SF Workflows' "Time-Dependent Workflow Actions" (e.g. send a task 4 hours after trigger date, send an email 90 days after trigger date) - we have to use Flows' Scheduled Path.
    How does "Scheduled Path" fit into the framework proposed in this video?
    The Handler flow is a Sub-flow, and cannot have Scheduled Path added to it.

  • @supercooltechy
    @supercooltechy 2 роки тому

    recordtypeid was hardcoded in process builder for adding condition before action is fired. There was no option to select Recordtype Name instead of value.

  • @ragulhm
    @ragulhm 2 роки тому +2

    Just wanted to inform that subflows are not possible in before trigger, we might want to use trigger Metadata handler pattern.

    • @apexhours
      @apexhours  2 роки тому +1

      Yes we covered that in our session

    • @ragulhm
      @ragulhm 2 роки тому

      @@apexhours yes, just telling an alternative way to use subflows

  • @mohitk4683
    @mohitk4683 2 роки тому +1

    I haven't used it. But I know what are Custom Permissions & how to use

    • @apexhours
      @apexhours  2 роки тому

      We will create one session soon

  • @jaiaswani8039
    @jaiaswani8039 Рік тому

    you cannot call a subflow on a record-triggered before save flow

  • @user-gg1yw2zj5y
    @user-gg1yw2zj5y 2 роки тому +1

    Can any one post complete syllabus of admin , just topic names I need

    • @AbhiRam-ii6rh
      @AbhiRam-ii6rh 2 роки тому +1

      Apps, Tabs, Objects, Fields and Relationship, Field dependencies, Page layout, Users, Permission sets, OWD, sharing rules, Roll-up Summary, Validation rules, Approval process, Advanced approvals and Automation tools(Flows, Process builder & Workflow),

    • @user-gg1yw2zj5y
      @user-gg1yw2zj5y 2 роки тому +2

      @@AbhiRam-ii6rh thank you so much

    • @apexhours
      @apexhours  2 роки тому +1

      Here is FREE Training and Agenda too

    • @user-gg1yw2zj5y
      @user-gg1yw2zj5y 2 роки тому

      @@apexhours sir i need training on aura components

  • @chethelesser
    @chethelesser 2 роки тому +2

    Salesforce flow best practices: use Apex

    • @apexhours
      @apexhours  2 роки тому

      :)

    • @mjlewis86
      @mjlewis86 2 роки тому +1

      Why code when you don’t have to? That then makes the org unsupportable without code developers, which isn’t sustainable or scalable without significant financial investment. Pretty tone deaf response