salesforce-flow-design

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
Flow ✓

If you are building a Flow that could be replaced by a formula field or validation rule, ask the user to confirm the requirement is genuinely more complex.

Step 2 — Select the Correct Flow Type