White Paper
Learn Ten Best Practices for Using Salesforce Flows
Best practices and design tips to make sure your Salesforce Flows scale with your organization
Map, plan, manage, document, and test your new flows in Salesforce easily and reliably
Prevent breaking any existing functionality in your Org. Predict in advance what each automation is going to change and what it may impact, before you migrate it to Flow.
Identify and remove redundant or conflicting automations to reduce technical debt. Ensure that none of the automations you remove affect other components or processes.
Document your new automations and test plans in one easy-to-access place. Leave a well-documented org for new team members and for compliance purposes.
Get a full list of all your org’s automations and see how it is related to each object in your org.
View and analyze all the relevant information you need to understand the behavior and dependencies of each automation, with just a click of a button.
As years goes by, some automations in your org become redundant or do not bring business value. This creates technical debt that has a big impact on the org’s performance and maintenance costs.
Easily identify these automations and remove them safely after having verified that they do not affect any other components or processes.
Use ForeSight’s recorder to document the behavior of your new flows in Salesforce. The recorder automatically saves screenshots of the path the user should take when validating the new functionality that you just created.
You may use Hashtags to categorize the new Flows so that later you can quickly locate them and understand the business process they are related to.
Create a test plan for the new automations you just created. Make sure the new Flows meet the acceptance criteria you defined.
Panaya ForeSight test management platform will provide you with a comprehensive, yet simple, toolset to validate that the right business outcome is maintained after the migration.
Read more about our Flow Migration solution, designed to help you map, plan, manage, document, and test your new Salesforce automations in an easy and reliable way.
White Paper
Learn Ten Best Practices for Using Salesforce Flows
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Migration to Flows – Getting it Right!
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