Clicks and code
Before we start looking at architectural patterns and solutions to these problems, we should discuss the proverbial elephant in the room: clicks and code or clicks versus code. One of the most powerful features of the Salesforce platform is the fact that there is a wealth of low or no-code tools that can be used to get a solution up and running in a relatively short amount of time. These tools stretch from formula fields through to powerful point and click tools such as flow.
Firstly, I would like to advocate that when building using click-based tools, a number of best practices are followed that will make these solutions more scalable and manageable over time. Most importantly, we should follow these two best practices:
- Use a single Process Builder process per object
- Implement bulk patterns within Flow
Process Builder processes do not have a defined order of execution; that is, if you have two processes defined per object, then you cannot guarantee...