salesforce-flow-design

This skill provides a structured framework for designing, validating, and deploying Salesforce Flows. It includes checklists for flow type selection, bulk safety, fault handling, automation density, and UX standards.

686
Installs
6
Use cases
5/10
Quality

Is salesforce-flow-design safe to install?

Safe to install

Safe to install: our audit of salesforce-flow-design's source files found 0 shell commands, 0 external URLs, no file writes (none risk). Every command and URL listed appears verbatim in the skill's source. The skill provides static design guidelines and checklists. It does not execute code, perform network requests, or modify files.

How we audit skills: our security review methodology.

Who is this skill for?

Salesforce administrators, developers, and architects designing or reviewing automation.

What can you do with it?

  • Selecting the appropriate flow type based on business requirements.
  • Validating flows for bulk safety to prevent governor limit exceptions.
  • Implementing fault paths for data-changing elements.
  • Checking for automation density and overlapping logic on objects.
  • Applying UX guidelines for screen flows.
  • Following deployment safety procedures.

How good is this skill?

Quality score: 5/10. The skill provides clear, actionable, and industry-standard guidance for Salesforce Flow development. It is well-organized and covers critical technical constraints.

What does the skill file contain?

SKILL.md
# Salesforce Flow Design and Validation

Apply these checks to every Flow you design, build, or review.

## Step 1 — Confirm Flow Is the Right Tool

Before designing a Flow, verify that a lighter-weight declarative option cannot solve the problem:

| Requirement | Best tool |
|---|---|
| Calculate a field value with no side effects | Formula field |
| Prevent a bad record save with a user message | Validation rule |
| Sum or count child records on a parent | Roll-up Summary field |
| Complex multi-object logic, callouts, or high volume | Apex (Queueable / Batch) — not Flow |
| Everything else ...

Frequently asked questions

When should I use Apex instead of Flow?

Use Apex for complex multi-object logic, external callouts, or high-volume processing.

How do I prevent governor limit failures in loops?

Move DML elements and Get Records queries outside of loops. Collect records in a variable first, then perform operations after the loop.

Which elements require fault connectors?

Create, Update, Delete, and Get Records elements, Send Email, HTTP Callout, Apex actions, and Subflows require fault connectors.

What is the recommended deployment process?

Deploy as a draft, test with a single record, test with 200 or more records, then activate.

Data sourced from github/awesome-copilot on GitHub. Install counts from skills.sh. The summary and security audit are derived from the skill's source files: every command and URL listed appears verbatim in the source.

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