Salesforce provides various automation tools to automate the organization’s repetitive business processes. Workflow, Process Builder, Flow Builder, and Approvals are Salesforce process automation tools. Each device has its unique features. In addition, automation depends on the type of business process.
Today, CloudVandana will discuss eight critical mistakes to avoid during Salesforce process automation in this blog.
Before creating any process automation, the Salesforce expert needs to make sure that proper planning and understanding are there. In addition, the expert should know the automation tools and the relevant Salesforce limitations. Otherwise, there will be challenges during the deployment phase.
1. Not Checking The Empty Results
Whenever using decision elements in process automation, checking for null and empty results should be checked before acting on a set of records. In addition, the expert should think about all the scenarios for better automation.
2. DML Statements In Loop
We should never write a DML statement inside a loop. So, it is recommended not to perform an update, create, get or delete option inside a circle. This might hit the governor’s limits.
3. Not Creating Fault Paths
One of the common mistakes that may occur while creating process automation is not creating fault paths. Fault paths are designed to handle an error during the execution of flow.
4. Hard Coding
Hardcoding means writing a fixed solution or embedding output directly into a program’s source code. It should be avoided as it ruins the portability of the code.
5. Using Multiple Tools On A Single Object
One automation tool per object should be selected. Mixing Apex, Process Builders, Flows, or Workflows together can lead to various challenges like poor performance and inability to control the order of execution, leading to unexpected results or hitting limits.
6. Lack Of Usage Of Proper Documentation And Description
The Salesforce professional should use proper naming conventions while creating variables. In addition, the variable descriptions should e included and should make a habit of documenting the process automation. This helps in understanding the process better.
7. Looping A Huge Amount Of Data
When a large amount of data comes under a loop, it can hit governor limits for several records retrieved through SOQL. So more than 50,000 records cannot be recovered in a single call. So the logic of batch class can be used instead of this.
8. Using Production Environment
The Salesforce expert should not use the company’s production org to make changes in the process, nor code directly into a production org of Salesforce. These challenges are better be made in a sandbox environment to prevent the loss of important data.
Various other challenges can be overcome by hiring a Salesforce expert. Are you looking for a registered Salesforce partner for a seamless implementation and maintenance process? Please feel free to schedule a call with CloudVandana and get the full ROI of your Salesforce investment.
Digital Marketing Manager at Cloudvandana Solutions