Play by Play: Breaking Salesforce Flows for Better Design
In this course, discover common errors resulting from Process Builders and Flows. You'll join a discussion of the limits of these tools and benefit from design standards that will improve your own approach to declarative automation in the future.
What you'll learn
Play by Play is a series in which top technologists work through a problem in real time, unrehearsed, and unscripted. In this course, Play by Play: Breaking Salesforce Flows for Better Design, Jorgan Strathman and Don Robins discuss how to make Processes and Flows more robust by adopting a developer’s “clean code” approach. Along the way, you'll see a deliberate break in a Process, showing how to debug common automation errors and expose declarative vulnerabilities. Then, given a set of business requirements, you'll explore a workshop and develop a new automation solution using these tools. Finally, you'll learn how a test-driven approach to declarative automation can prevent common runtime issues. By the end of this course, you'll have a solid understanding of how to debug, troubleshoot, and apply better design to your own Processes and Flows.
Table of contents
- What Is Chain Automation? 2m
- The Background: Quoting with Promotions 7m
- Agreeing with a Technical Specification 6m
- Drafting Test Outcomes 5m
- Preparing the Database 8m
- Building the Flow Part I: Parent Quote 13m
- Building the Flow Part II: Child Line Items 10m
- Building the Processes 6m
- Quick Note: Flow vs. Process Builder 2m
About the authors
Jorgan Strathman is a Certified Salesforce Instructor delivering a wide-range of courses including everything from Sales, and Service, to Community Cloud administration. Jorgan began developing on the Salesforce platform back in 2012 while residing in Pittsburgh in the UnitedˇStates. Presently, he is a lead consultant forˇBluewave Technology Group in Dublin, Ireland and a frequent contributor to the Dublin Developer Group.
Don Robins is a well known Salesforce MVP, instructor, author, and speaker. A custom business application developer for more decades than he cares to admit, he focuses on Salesforce technical instruction and knowledge sharing. Certified as a Platform II Developer and an award winning Salesforce Instructor, he's presented and taught at annual Dreamforce conferences since 2010. He delivers Salesforce developer classes and workshops around the US and abroad, and manages a team of instructors ... more