Reader small image

You're reading from  Salesforce for Beginners - Second Edition

Product typeBook
Published inOct 2022
PublisherPackt
ISBN-139781803239101
Edition2nd Edition
Concepts
Right arrow
Authors (2):
Sharif Shaalan
Sharif Shaalan
author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

Timothy Royer
Timothy Royer
author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer

View More author details
Right arrow

Best practices and more

We just covered the very basics of Salesforce Flow. It is an incredibly powerful tool and should be used carefully. There are tons of great blogs, Trailheads, and learning materials out there for you to develop your skills further. Here are some basic best practices (there are more best practices once you become familiar with loops, record collections, and other advanced topics):

  • Be descriptive: Put descriptions in all your flow elements. It will help you and others when you have to go back to make updates or troubleshoot. Just as a developer should put comments in their code, a flow builder should use robust descriptions.
  • Naming conventions: Use naming conventions for your flow resources. It makes it easier to navigate a flow and understand what is happening. The conventions used do not matter much, as long as you are consistent. Here is an example of a naming convention for flow resources:
    • Variable: var[name] (varAccountId was an...
lock icon
The rest of the page is locked
Previous PageNext Page
You have been reading a chapter from
Salesforce for Beginners - Second Edition
Published in: Oct 2022Publisher: PacktISBN-13: 9781803239101

Authors (2)

author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer