Introduction
Salesforce Flow is the platform’s recommended way to automate business processes without code. Following best practices ensures your automations are maintainable, performant, and safe within Salesforce governor limits. This guide covers practical, interview-ready best practices for designing, building, testing, and maintaining Flows.
Design & Planning
1. Choose the right flow type
Use the appropriate flow type for the job:
- Record-Triggered Flow: for declarative record automation (replace many triggers).
- Scheduled Flow: for batch-like processing at specific times.
- Platform Event-Triggered Flow: for event-driven architectures.
- Screen Flow: for guided user interactions.
- Autolaunched Flow (with or without trigger): for reusable logic and subflows.
2. Start with a clear process map
Document the inputs, outputs, decision points, and expected outcomes before building. Diagrams reduce rework and help determine whether Flow or Apex is more appropriate.
Naming, Organization & Reusability
3. Use consistent naming conventions
Include purpose, object, and action in the flow name and element labels. Example: