The Ultimate Guide in choosing Salesforce Triggers or Flows

Authors

Kalpana Puli, Sai Rakesh Puli

Abstract

Perhaps the hardest decision a Salesforce Specialist needs to make is choosing between enabling automation via a trigger or through a flow. This choice has significant implications for project success, maintainability, and scalability of a Salesforce implementation over time. Success depends on a firm understanding of each tool's capabilities and limitations.
We will cover key elements of both Flow and Trigger, which will help in choosing the right approach as part of your project implementation. Everything about Salesforce automation from Apex triggers to different flow types, including ground implementation examples will be included. The content will present practical frameworks to help you make smart decisions based on your business needs, data volumes, and complexity levels.

Keywords

Salesforce Automation, Apex Triggers, Flow Builder, Workflow Rules, Process Builder, Record-Triggered Flows, Screen Flows, Scheduled Flows, Platform Event-Triggered Flows, Salesforce Flows, Before-Save Updates, After-Save Actions, Automation Tools, Salesforce Automation Evolution, Trigger Handler Pattern, Context Variables, Business Logic Complexity, Data Volume Considerations, Debugging Salesforce, Scalability, Performance Optimization, Error Handling, High-Volume Data Processing, Transaction Control, External Integration, Declarative Tools, Programmatic Tools, Salesforce Automation Comparison, Decision Framework.

The Ultimate Guide in choosing Salesforce Triggers or Flows. Kalpana Puli, Sai Rakesh Puli. 2023. IJIRCT, Volume 9, Issue 5. Pages 1-10. https://www.ijirct.org/viewPaper.php?paperId=2501098