Salesforce Flow Best Practices
Originally published February 13, 2024, Revised June 2025 to include updates up to Summer ’25 release.
This guide explains how to use Salesforce flows and contains practical standards for naming conventions, design patterns, error handling, and organizational strategies that ensure your automation remains sustainable as your team and requirements grow.
This guide is intended both for new implementations as well as established Salesforce organizations looking to formalize standard Flow conventions.
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With the evolution Salesforce Flow has had in the past several years, as architects, admins and developers it might be challenging to figure out the best way to incorporate them into your implementations.
This document provides advice on how to use Salesforce flows more so than when to use them. It’s ideal for organizations with larger admin teams or teams that employ a sophisticated approach to IT management.
Better Salesforce org management leads to better data. And better data is a crucial factor to any AI strategy.
We hope these Salesforce Flow Best Practices help your organization operate efficiently and effectively as well as improve your org along the way. Take time to review your and manage your Salesforce configuration in order to maintain data integrity. Don’t have time? Not sure where to start?
We can help or at the very least, point you in the right direction!
Just Getting Started?
If you don’t know flow yet, check out these resources to get a better understanding!
