salesforce-flow-design
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
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