Topic hub
Salesforce Flow — declarative automation
Flow Builder is now Salesforce's primary automation tool — Workflow Rules and Process Builder are deprecated. The articles below cover record-triggered, scheduled, and screen flows; performance pitfalls; and patterns for migrating off legacy automation.
Flow Fault Paths: Recovery Patterns That Actually Survive Retries
Fault paths, idempotency keys, and dead-letter queues for record-triggered Flows. The patterns that keep your data clean when downstream fails.
Record-Triggered Flow Recursion in 2026: Guards That Hold
Flow recursion patterns for 2026. Static guards, change-tracking, and the static variable trick that survives Apex co-execution.
Screen Flow Progress Indicators That Build Trust, Not Friction
Screen flow progress UX in 2026: when to show steps, when to hide them, and the three patterns that lift completion rates.
Flow Migration from Apex: The Pragmatic Path
Migrating Apex triggers to Flow. When to migrate, when not to, how to do it safely.
Flow Observability in 2026
Summer '26 improvements + ecosystem tools. Debugging, tracing, performance monitoring for production flows.
Flow Fault Handling: 6 Patterns You Actually Need
Six production-grade fault-handling patterns for Salesforce flows — what to catch, how to log it, and how to surface errors to users.
Workflow Rules Migration: The 2026 Reality Check
Where the Workflow Rules and Process Builder retirement actually stands in 2026, and what to do if you still have them running.
Subflow Patterns: Reusable Logic That Actually Scales
Real patterns for designing Salesforce subflows that stay maintainable as the number of callers grows — inputs, versioning, and traps to avoid.
Zoho Flow: Integration Patterns
Triggers, actions, multi-step flows, and the patterns behind reliable Zoho-to-external integrations.
Flow Bulkification: Patterns That Survive Data Loads
Concrete bulkification patterns for Salesforce flows that prevent governor limit errors under data loads and trigger chains.
Flow Orchestrator vs Flow: When to Use Each
A clear decision guide for when Flow Orchestrator is the right tool versus a regular flow — with real use cases and limits.
Before-Save vs After-Save Flows: Pick the Right One
The practical differences between before-save and after-save record-triggered flows, with a decision checklist and common traps.
Summer '26 Flow: Batch Sizing and Cleaner Error Handling
Flow automation gets production-ready — configurable batch sizing and improved error paths. What admins should adopt.
Flow Entry Criteria Best Practices
How to set entry criteria on record-triggered flows to skip unnecessary executions, improve performance, and avoid hidden bugs.
Frequently asked
Is Process Builder still supported?
Process Builder reached end-of-life for new processes in 2022 and Salesforce announced full retirement on a rolling schedule. Migrate to Flow — Salesforce provides a migration tool that converts most Process Builder processes to record-triggered flows.
What's the difference between record-triggered and screen flows?
Record-triggered flows fire automatically on insert, update, or delete and have no UI — they replace Workflow Rules and Process Builder. Screen flows are user-facing wizards launched from a button, action, or community — they replace Visual Workflow.