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Domain 715% of scored content

Automation

Picking the right declarative tool, building flows that are fast and safe, and running approvals, then finding out why automation did (or didn't) fire.

3 topics

About 6 minutes of reading

  1. 7.1Choosing the right automation toolFlow is Salesforce's main declarative automation tool. The flow type follows from what starts the work: a user on a screen, a record change, a schedule, a platform event, or another process. Before building any automation, check whether a formula field, validation rule, or default value already solves the problem.2 min read
  2. 7.2Building record-triggered and screen flowsRecord-triggered flows come in two speeds. A before-save flow quickly changes fields on the record that triggered it. An after-save flow can touch other records, send emails, and call actions. Good flows have tight entry conditions, keep data changes out of loops, and handle faults.2 min read
  3. 7.3Approvals and troubleshooting automationApproval processes route a record to the right people and lock it while it's being reviewed. When any automation misbehaves, the fix starts with seeing what actually ran: flow debug, error emails, versions, and the order in which Salesforce runs automation on save.2 min read