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Rapid Solutions with Salesforce Flows

Feb 24 · 5 min read

From a presentation I gave on 2/6/2020 at the Charleston, SC Administrators group, check out a basic overview of flows, tips & tricks for flows, and best practices (including when, when not to, and when with other components) for developing flows.

Exploring the right solution at the right time for a given use case, I unpack specifically where flows alone can help and where integrating flows with things like lightning components and apex can be super helpful.

As with any tool on the Salesforce platform, there are pros and cons to using flows. Personally, I have a love-hate relationship with these. There are cases where they are super handy and cases where I would absolutely recommend another path. As with all solutions, understanding the use case first and foremost is paramount. Picking which solution to deliver that follows. We explore a bit on how to go through this process and then apply a stand-alone screen flow for a specific, simple use case specifically. We then explore a more complex use case where it’s best to use a lightning component and apex or a flow with lightning components and invocable apex embedded within it.

These are the slides from this presentation, should you want to reference those. Your feedback is welcome – please leave them here in the comments or on our YouTube channel where this video is hosted. We would love to learn more about what you like, don’t like, and would like to see more of.

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