Summary

Automation is one of the most complex aspects of the Salesforce ecosystem, but it can also be the difference between an incredible UX and a complete waste of development resources. Understanding where your users’ pain points are and creating easier avenues of data collection and validation will make life easier for all your system users, both internal and external. If you’ve carefully identified your automation and UX logic, the payoff is worth it if you’ve created your logic thoughtfully and easily. Rigorous system regression testing and user acceptance testing will be critical to ensuring your guided UI and its underlying automation are behaving as intended.

As it always feels to be the case in Salesforce, there can be many ways to accomplish the same task, and automation is no exception. From the legacy tools of Workflow Rules and Process Builder to the modern standard of Flows and Apex, there are a variety of ways to build a beautiful, efficient...