My 2024 Wrapped: Salesforce Flow Best Practices

What have I done in 2024 that can be wrapped into a present for the Holidays?

I gathered the antipatterns I have seen throughout the years and created a slide-set for a comprehensive list. This list is not meant to be the definitive list. I hope it will start fruitful discussions around the topic, which may yield better flow automation quality in the ecosystem. I kicked off a best-practice blog post series based on these antipatterns. Each item on the list will receive a comprehensive post, and I will link it to this main post upon completion.

Here is the list:

1. Can You After-Save When You Can Before-Save?
2. Can You Use DML or SOQL Inside the Loop?
3. Is Your Flow Too Big?
4. Can You Start With a Loop Inside Your Schedule-Triggered Flow?
5. Can You Loop Inside a Loop?
6. Can You Start With a Decision Inside Your Record-Triggered Flow?
7. Can You Insert Formula Resources In Criteria Conditions?
8. Can Your DMLs Have Criteria Conditions Other Than Id?
9. Can You Leave Unused Input and Output Variables?
10. Is Your System Context Usage Necessary?
11. Should You Use Fault Paths?
12. Should You Use Roll Back Records In Screen Flows?
13. Is Hardcoding Ids a Good Idea?
14. What Is The Best Way Of Checking Record Types in Record-Triggered Flows?
15. Should You Hardcode Business Logic In Your Flow?
16. Are Your HTTP Callouts and Outbound Messages on an Async Path?
17. Is Your Flow Comparing and Processing Collections?
18. Are Your Email Actions on an Async Path?
19. Other Miscellaneous Items.

Please read my blog post for an explanation of these items here.

You can also view and download Salesforce Flow Antipatterns and Best Practices slides by following the link above. I presented these items at London’s Calling, Apex Hours, and Trailblazer User Group Meetings.

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Happy Holidays

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