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Living with Flow. I have a couple of videos that give some of my best tips for living with flow. Don't get me wrong.... I love what flow enables and have been using it for a decade. BUT... it's incompleteness is quite challenging. No printing, No documentation element. No color coding blocks. No block delete. No block copy from one flow to another. No elements clean-up tool. Anyways... take a look at where I am.

 

This video is pretty accessible for anyone using flow and suggests ways to use the settings list view better

https://youtu.be/qB_BDHu8RA4

Living with Salesforce Flow List Views

 

1. Naming with your TLA

2. Use the Flow list view

3. Use the Flow Description Field

4. Clean-up interim minor versions BUT LEAVE all the major versions for dev history

 

The first half of this flow can be for anyone using the editor to make flows. The second half is about refactoring (sub-flows, reusing code, etc.) and is not for the faint of heart.

https://youtu.be/PIWlxixwdbg

 

Living with Salesforce Flow Editing

 

I. Use Text Templates

    o for concatenating (can't do conditionals or formulas)

o for notes to you and your team (requirements, implementation plan/doc, to do list, test plan)

II. Use fake blocks -- face decisions, fake assigns.

    o for blocking code (including placeholders)

o for turning things on/off pseudo permanently

o *** for poor person's mass delete ***

III. *** Very Poor Person's Block Copy*** to refactor and create sub-flows

    o Isolate sub code first in your working flow (fake decision block)

o Assign to variables marked as input before your sub-flow target block

o Use new variables in all the elements including formlat, templates, etc within the block

o Make it work in the original as is

o Copy to new flow and surgically delete everything but your target block of code

o Make subflow work with debugger and inputs

o Clean up all unused variables (click each one to see if used and delete)

o Replace back in your original code and prove it's the same

 

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