salesforce-flow-design

by github

Salesforce Flow architecture decisions, flow type selection, bulk safety validation, and fault handling standards. Use this skill when designing or reviewing… npx skills add https://github.com/github/awesome-copilot --skill salesforce-flow-design Download ZIPGitHub36.2k

Salesforce Flow Design and Validation

Apply these checks to every Flow you design, build, or review.

Step 1 — Confirm Flow Is the Right Tool

Before designing a Flow, verify that a lighter-weight declarative option cannot solve the problem:

Requirement Best tool Calculate a field value with no side effects Formula field Prevent a bad record save with a user message Validation rule Sum or count child records on a parent Roll-up Summary field Complex multi-object logic, callouts, or high volume Apex (Queueable / Batch) — not Flow Everything else Flow ✓

If you are building a Flow that could be replaced by a formula field or validation rule, ask the user to confirm the requirement is genuinely more complex.

Step 2 — Select the Correct Flow Type

Use case Flow type Key constraint Update a field on the same record before it is saved Before-save Record-Triggered Cannot send emails, make callouts, or change related records Create/update related records, emails, callouts After-save Record-Triggered Runs after commit — avoid recursion traps Guide a user through a multi-step UI process Screen Flow Cannot be triggered by a record event automatically Reusable background logic called from another Flow Autolaunched (Subflow) Input/output variables define the contract Logic invoked from Apex @InvocableMethod Autolaunched (Invocable) Must declare input/output variables Time-based batch processing Scheduled Flow Runs in batch context — respect governor limits Respond to events (Platform Events / CDC) Platform Event–Triggered Runs asynchronously — eventual consistency

Decision rule: choose before-save when you only need to change the triggering record's own fields. Move to after-save the moment you need to touch related records, send emails, or make callouts.

Step 3 — Bulk Safety Checklist

These patterns are governor limit failures at scale. Check for all of them before the Flow is activated.

DML in Loops — Automatic Fail

Loop element
 └── Create Records / Update Records / Delete Records ← ❌ DML inside loop

Fix: collect records inside the loop into a collection variable, then run the DML element outside the loop.

Get Records in Loops — Automatic Fail

Loop element
 └── Get Records ← ❌ SOQL inside loop

Fix: perform the Get Records query before the loop, then loop over the collection variable.

Correct Bulk Pattern

Get Records — collect all records in one query
└── Loop over the collection variable
 └── Decision / Assignment (no DML, no Get Records)
└── After the loop: Create/Update/Delete Records — one DML operation

Transform vs Loop

When the goal is reshaping a collection (e.g. mapping field values from one object to another), use the Transform element instead of a Loop + Assignment pattern. Transform is bulk-safe by design and produces cleaner Flow graphs.

Step 5 — Automation Density Check

Before deploying, verify there are no overlapping automations on the same object and trigger event:

• Other active Record-Triggered Flows on the same Object + When to Run combination

• Legacy Process Builder rules still active on the same object

• Workflow Rules that fire on the same field changes

• Apex triggers that also run on the same before insert / after update context

Overlapping automations can cause unexpected ordering, recursion, and governor limit failures. Document the automation inventory for the object before activating.

Step 6 — Screen Flow UX Guidelines

• Every path through a Screen Flow must reach an End element — no orphan branches.

• Provide a Back navigation option on multi-step flows unless back-navigation would corrupt data.

• Use lightning-input and SLDS-compliant components for all user inputs — do not use HTML form elements.

• Validate required inputs on the screen before the user can advance — use Flow validation rules on the screen.

• Handle the Pause element if the flow may need to await user action across sessions.

Quick Reference — Flow Anti-Patterns Summary

Anti-pattern Risk Fix DML element inside a Loop Governor limit exception Move DML outside the loop Get Records inside a Loop SOQL governor limit exception Query before the loop No fault connector on DML/email/callout element Unhandled exception surfaced to user Add fault path to every such element Updating the triggering record in an after-save flow with no recursion guard Infinite trigger loops Add an entry condition or recursion guard variable Looping directly on $Record collection Incorrect behaviour at scale Assign to a collection variable first, then loop Process Builder still active alongside a new Flow Double-execution, unexpected ordering Deactivate Process Builder before activating the Flow Screen Flow with no End element on all branches Runtime error or stuck user Ensure every branch resolves to an End element