Managing Salesforce automation often means getting stuck in the weeds—editing flows every time your marketing or sales team launches a new campaign. If this sounds familiar, you’re not alone. The traditional process—tweaking flows for every new product or campaign, adding hardcoded branches, and inserting record IDs—builds up technical debt, eats away at admin hours, and risks breaking critical business processes.
Let’s explore an alternative you can adopt to truly scale your Salesforce automation: a dynamic mapping system leveraging custom metadata types.
Imagine a scenario where your marketing team rolls out a new campaign, and your flow needs to assign a product based on that campaign. The old approach involves heading into Flow Builder and adding a new decision branch, often hardcoding record IDs for each campaign-product mapping. While this might work for one or two campaigns, it quickly gets unmanageable as you grow:
The scalable solution is to decouple mapping logic from your flow by moving it into a table—a custom metadata type in Salesforce. Think of custom metadata types as configurable spreadsheets that flows can reference dynamically.
How it works:
This approach means the flow logic itself remains untouched and stable, while the business can grow and adapt as needed—by simply updating metadata records.
Embracing this dynamic approach delivers three key wins:
By moving your mapping logic into custom metadata types, you empower your business users, keep production stable, and lay the groundwork for scalable growth. If you want to future-proof your automations and work smarter, not harder, consider adopting this dynamic mapping model in your Salesforce environment.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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