how to see what record is paused flow is related to salesforce
Flow is undoubtedly the hereafter of automations tools in Salesforce. With the retirement of Workflow Rules & Process Architect, information technology is the virtually powerful tool available, providing Salesforce Admins with near developer-like superpowers.
But similar every other powerful tool, there are best practices and tips that you should follow. Since winning the first FlowFest V1 upshot last month, I've put together my superlative 10 Salesforce Menstruation Tips…
i. Don't Perform DML Operations or SOQL in a Loop
Let'south become the most of import tip out the way get-go, and in fact, I would consider this more of a rule.
In order to avoid hitting governor limits, yous should always perform DML operations (edit, create, or delete) and SOQL, out of your loop. You should utilize the assignment element inside the loop to assign new values to a tape variable.
Then employ another assignment element to add the record variable to the collection variable. At the finish of the loop, perform the DML operations for all the records at once, and voila!
two. Add together a Determination Element Before Performing a DML Functioning
In some cases, there might be no records in your variable, or no records that meet your criteria. Therefore, information technology is pointless to run a DML performance for an empty list of records.
Even though at that place are no records in your variable, or records that come across your criteria, the create and update operations do not fail. They run as normal, but nevertheless consuming the DML statements governor limit.
Still, the situation is dissimilar for the delete operation. If in that location are no records to delete, your flow will neglect. Therefore, it is best practice to add a determination element before performing any DML Performance.
three. Choose the Right Trigger Type for Record-Triggered Flows
Record-triggered flows run automatically when a record is created, updated, or deleted. Depending on what yous demand to perform, information technology is possible to choose the flow to run before or after the tape is saved.
For instance, if you lot desire to update fields on the record that triggers the flow, choose the flow to run earlier-save. In guild to do this, select Optimize the Flow for: Fast Field Updates.
Earlier-relieve flows run well-nigh x times faster than after-save flows, and they don't consume DML limits. Therefore, it is crucial to choose the right trigger type.
Salesforce introduced a new tool called Drift to Flow (Beta). This tool lets you convert your existing workflow rules to record-triggered flows. However, it creates a new record-triggered flow for each workflow rule. For instance, if you have x workflow rules on the same object, it will create 10 record-triggered flows.
I recommend you to merge those new flows so that you will take fewer flows and amend understanding of the steps and actions.
Read More than: Migrate Salesforce Workflow Rules & Process Architect to Flow (+ Video)
iv. Define the Trigger Order of Record-Triggered Flows
Is it clear that before-save flows run before afterward-salvage flows. However, you tin have multiple flows on the same object, with the same trigger type (before or after save) and the aforementioned first criteria. And so, which one will run first?
Salesforce accept introduced a new characteristic that lets you decide the trigger guild of record-triggered flows. This is establish in the avant-garde section of the menses version settings, where there is a new parameter to set the trigger order.
If yous accept multiple record-triggered flows with the same trigger blazon and start criteria, I recommend entering a number in the Trigger Lodge parameter. When you do and so, flows with the same trigger type on the same object will run in ascending order.
Y'all are able to fix a value from 1 to 2,000, just I recommend entering 10,20,30 instead of one,ii,3. This ways that if you want to enter a new flow in betwixt ii existing flows, y'all won't have to alter all the trigger order values of the flows – you can merely gear up the new 1 to xv.
5. Use Subflows for Repeated Logic
Occasionally, you may have multiple flows that utilise the same prepare of deportment. Instead of edifice these actions repeatedly, yous tin create an autolaunched, or a screenflow, and use this equally a subflow whenever yous need it. If you want to call a screen flow as a subflow, your master flow must be a screen flow besides. You cannot phone call a screen menstruation from an autolaunched flow.
By using subflows, you can save fourth dimension, reduce the complexity of your flows, and better the ease of maintenance.
6. Pass the Entire Record to a Screen Flow From an Activeness
The Activeness push button is one way to launch a screen flow. When yous take an input text variable called recordId, the ID of the current record is automatically passed to the flow. Since information technology passes the ID, you take to perform a get record in order to bring the other field values of the record. Notwithstanding, I accept a little trick to pass the entire tape every bit well.
Instead of a text variable, if you create a tape variable called recordId, then the entire tape is passed to the flow. Therefore, you don't need to perform an additional Get in order to bring the fields of the record.
Bank check out this post to learn more than about passing the entire record to a screen menstruum.
7. Use Fault Connectors to Handle Errors
Even the about perfectly constructed flows fail sometimes. This isn't necessarily related to the quality of your menstruation, and at that place tin can exist many causes for failure. Tape locking, governor limits, or even a new valuation rule can exist the root of the outcome.
If you lot don't handle errors properly, users go an fault message that isn't comprehensible.
Past Using Faul Connectors, you can brandish a logical message to the user, or perform any action that you demand. If you are using a screen catamenia, you can join the fault connectors to a screen and display an mistake message.
To display the actual error message, y'all can use {!$Flow.FaultMessage}.
I would recommend you to create a flow just for handling errors, and use information technology as a subflow whenever y'all need information technology. By doing this, yous don't need to add the same error treatment set of actions to every menses.
Don't forget to pass the error message and a few more details as parameters to your subflow!
eight. Don't Give Up If There Is No Standard Solution
Whilst Flow is the virtually powerful tool available to declarative admins, sometimes, standard elements are non enough.
Just because at that place isn't a standard solution, don't give up, every bit in that location are many invocable deportment and screen components that you tin install for free. I highly recommend you to cheque out Unofficial SF, a weblog that heavily focuses on extending Flow across standard elements. Even if it doesn't exist in Unofficial SF, y'all can however develop your own invocable action or screen component.
9. Period Is Non Only an Automation Tool
Whilst Workflow Rules & Process Builder were seen as merely automation tools, Menstruum goes mode beyond this.
You can use a screen flow to display a message on a page, create a menstruation that can be used as a related listing (a great solution to build a related list that supports inline editing), or even as a report. You could also create a menstruum that runs automatically when a user views a folio.
At that place are endless possibilities for Period, they don't just accept to be used for modifying information – you just accept to think outside the box. But about of the time, Flow is the answer!
10. Reset Limits in Big and Complex Flows
At that place are many limits that apply per flow transaction. Governor limits and executed elements at runtime per period are the most common ones. When you take a bigger flow that runs on many records, especially when you lot take a loop, it is more likely that you will striking these limits. Only there are a few ways to reset limits…
If it is an autolaunched period, the break chemical element ends the flow transaction. This ways that the limits start from zero after the pause element. It doesn't mean that y'all need to pause the menstruum for a long time – you could pause it at 0 hours from the current date/time.
If yous are working with a screen menses, there are two ways to stop the transaction and reset limits.
Firstly, whenever a screen is displayed, the flow transaction ends. Nonetheless, in some cases it doesn't make sense to display a screen simply to remainder the limits in the heart of a flow. Therefore, the 2nd option makes more than sense: Local Action.
Local Activity is a Lightning component that lets you perform actions in the browser, and not with the Salesforce server. Y'all tin can create a dummy local action that resets the limits of your screen flow without actually doing anything.
You can install it as an unmanaged package from Unofficial SF.
Summary
There are endless cases that you can solve using flows. When building a Salesforce Catamenia, it is important to follow some tips and best practices. These were some of my Salesforce catamenia tips as FlowFest champion and a true Flow lover.
If you want to read more about Salesforce flow tips and best practices, you are more than welcome to visit my blog: Salesforce Time.
Source: https://www.salesforceben.com/10-salesforce-flow-tips-from-the-flowfest-champion/
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