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...
- Variable: