Overview |
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This page aims to provide a comprehensive overview of the necessity to review and optimise existing Salesforce flows within Jarvis Org. Additionally, it aims to establish best practices for creating and maintaining flows to ensure efficiency, reliability, and scalability. The scope of this work includes Workflows and any processes in the soon to be retired Process Builder. |
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Background / current state
Flows Proliferation
There are over 250 active flows (including managed apps flows AQ, Blackthorn etc.) within Jarvis Salesforce Org. Many of them have been created by individuals (both from business & ICT) with no overarching business or technology context, lacking documentation on the fundamental need. This has led to large number of flows on the core objects such as Contact where there are 20 active flows in use now.
There are potential conflicts among the flow updates, some of the scheduled flows update very large number of records, resulting in errors to the business users on a day to day basis.
It is a challenge for the TAP Product Team to diagnose, troubleshoot and resolve the flow errors on a timely basis, consuming delivery capacity.
Following is a high level breakdown of flows by business group and Salesforce Object
Impact of legacy flows
Error Occurrences: Legacy flows contribute to increased error rates as changes are made without a clear understanding of their interconnectedness.
Knowledge Gaps: Lack of documentation hinders the transfer of knowledge between team members, making it difficult to troubleshoot and resolve issues efficiently.
Maintenance Challenges: Updates and modifications become cumbersome, leading to potential system instability and delays in adapting to business changes.
Why do we need to review Flows?
Complexity
This complexity is not a viable option to introduce any new Salesforce capability, such as the proposed Contact Points simplification, a front runner to support implementation of Marketing Automation - Preference Centre
Risk Mitigation
Error Reduction: Documenting existing flows allows for a comprehensive review, identifying potential sources of errors and mitigating risks.
Enhanced Maintenance: Reviewing and documenting flows simplifies ongoing maintenance, ensuring the system remains agile and adaptable to changing business needs.
Increased Collaboration
Knowledge Sharing: Proper documentation facilitates knowledge sharing among team members, enabling collaborative problem-solving and reducing dependencies on individual expertise.
Cross-Functional Understanding: Well-documented flows enhance communication and understanding between different departments, fostering a more integrated and efficient working environment.
How are we approaching this challenge/technical debt?
During Q1, key activities will cover the following:
Analyse and categorise all active flows, by business group, Salesforce App, Salesforce Object, flow type (e.g. Scheduled, managed/unmanaged etc. ), creation date, created user etc.
Identify flows that are frequently throwing errors to business users
Identify long running flows that results in lots of errors, system consumption etc.
Prioritise Contact flows, identify recursive patterns if any with Account / other objects
Assess viability of current Contact flows with the proposed Individual object and associated Contact Points creation in an automated way
Provide a walkthrough of the current state complexity to the business leads
Agree Align on proposed changes for implementation during Q2
Consider Flow Best Practices
2-3 Flows per Object. No More
https://architect.salesforce.com/decision-guides/trigger-automation
https://architect.salesforce.com/decision-guides/build-forms
https://www.salesforceben.com/salesforce-spring-24-features-top-10-flow-updates-you-need-to-know/
What is the proposed outcome?
Quick wins identified for Q1:
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3.
Candidate Contact flows for revision/consolidation during Q2:
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