Key considerations
Before you even venture into flows, make sure you take these key items into consideration:
- You and the project team need to be conversant with process flows, especially the “to-be” future state flow.
- To be able to define entry criteria and flow triggers, understand the persona, such as who will run the flow, which steps need to be executed, and when.
- Always consider exit criteria too. This is very important and needs to be accounted for. What do you want the flow to do if a step fails? How do we confirm that a given step in the flow is executed successfully?
- Plan out the complete flow visually on a flip chart or white paper and run it by a few SMEs. This will help you consolidate your understanding as well as make it easier when you create the flow in your Salesforce system.
- To do data loads, consider building a bypass in your flows to avoid hitting governor limits.
- Check and see if you are looping over large data volumes...
