Salesforce Guide to Record-Triggered Automation
Salesforce Architects | Record-Triggered Automation Guide Overview This guide provides tools recommendations for various triggered automation use cases along with the rationale for those recommendations. It also provides insight into how Flow automatically handles bulkification and recursion control on behalf of the customer, as well as some pointers on performance and automation design. Here are the most important takeaways: Takeaway #1: Flow and Apex are the preferred no-code and pro-code solutions for triggered automation on the platform. Takeaway #2: Stop putting same-record field updates into Workflow Rules and Process Builder. Start putting same-record field updates into before-save flow triggers instead. Takeaway #3: Wherever possible, start implementing use cases in after-save flow triggers rather than in Process Builder and Workflow (except for same-record field updates, in which case see takeaway #2). Takeaway #4: If you have high performance batch processing needs...