![]() Even better if you can mention where this flow hooks into the business process and which groups it touches, so the next person can go to them with questions. Outline the flow’s purposeįill in that description field! Which problem is your flow solving? Be sure to include what your flow does, the objects your flow touches, and where it’s invoked from (such as which page layout to use if it’s a screen flow, which Process Builder process to use if it’s an autolaunched flow, etc.). Flow designers don’t create solutions out of thin air - we need a business case to solve hard problems, and having those breadcrumbs is critical for maintaining the automation long term. Document your flows!ĭocumenting your flow allows the next person, or the forgetful future version of yourself, to understand the overall flow’s objective. In this blog, we’ll discuss best practices, ‘gotchas,’ and design tips to make sure your flows scale with your organization. We’re starting to see a unique collaboration between admins and developers, with both sides learning a little something about Development and Administration. Flow is not just an ‘admin tool’ - it’s the holy grail of declarative development that unites developers AND admins by allowing the use of Lightning Web Components (LWC) and Apex, and letting the admin orchestrate all of it in one place. There’s no way around it: Salesforce Flow is the automation tool of the future. Here are some examples of what you can do with custom metadata types.Editor’s note: This post was updated on February 14, 2023, with the latest information and resources. Whether you’re manually loading records or inserting records using an Apex script, adding records can be a time-consuming process. Unlike custom metadata types, when you deploy apps with custom objects and custom settings, the metadata for those objects (the header) gets deployed, but the records (definitions) are left behind. You can deploy custom metadata types from a sandbox with change sets or packaged in managed packages. When you deploy apps with custom metadata types, all of the records and fields are included in the package installation, so no additional steps are needed. And you can do much of this customization work using declarative tools. Instead of storing hard-coded data, custom metadata types let you configure apps by building reusable functionality that determines the behavior based on metadata. Using metadata is pretty handy because it can be imported into Salesforce, modified in the interface, and manipulated using the Metadata API. The records of custom metadata types are also metadata, not data. The fields of custom metadata types, and the values in the fields, consist only of metadata. So, what is a custom metadata type? A custom metadata type is an object that is used to define the structure for application metadata. The values in those fields, for example, Amy and Lane are data. Field names, such as first name and last name are metadata. When you add a record with a customer’s contact information to an Account, you are adding metadata and data. ![]() For example, in a Salesforce org, there is a standard object called Account. Let’s start from the beginning… What is metadata? Metadata is data that describes other data.
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