SOLVD BLOG

GO WITH THE FLOW: ENHANCED PROGRESSIVE SAVE IN SALESFORCE FLOW

As a Salesforce user, you understand the importance of creating efficient and optimized processes within your organization. Salesforce’s Flow Builder feature allows you to automate complex tasks, but the process of building a flow can be time-consuming and intricate. In this blog post, we will explore a recent update that helps you save your progress as you build out your flow, enabling you to work more effectively and minimize the risk of losing your work.

The Power of Progress Saving

In the Spring ‘24 release, you can now save your flow at any point in the building process without having to complete the configuration for all elements, except for Screens and Actions. Even if you have errors or incomplete sections, you can save your work and receive warnings instead. This not only ensures that you don’t lose your progress but also allows for continuous editing and improvement.

Benefits and Challenges

The expanded progress saving feature brings several benefits to Salesforce users:

1. FLEXIBILITY: You can now choose to save your work even if some elements are not fully configured. This gives you the flexibility to iterate and make changes without losing your progress.

2. DESIGN-FRIENDLY: Previously, you had to complete all element configurations before saving, which required you to think through your flow design prior to adding elements into the screen. Now, you can add elements to the flow canvas even if the element configuration and flow design isn’t completely thought-out, allowing a more iterative approach to flow building.

 

However, it’s important to be mindful of the challenges this feature may present:

1. CONTEXTUAL AWARENESS: While saving incomplete work is now possible, be cautious of deploying or activating flows with errors or incomplete sections. Always review your flow in its entirety to ensure functionality and user experience.

2. CLEAR DOCUMENTATION: It’s crucial to document your work and the changes you make to avoid confusion in the future. Consider using comments, annotations, or external documentation tools to maintain clarity.

 

Conclusion

Salesforce’s expanded progress saving feature in Flow Builder empowers users to work more efficiently and flexibly. By offering the ability to save incomplete work and receive warnings, Salesforce eliminates the frustration of losing progress while enabling continuous learning and improvement. Whether you’re automating complex sales processes or optimizing customer service workflows, this update is a game-changer.

Remember, progress saving is just one of the many improvements Salesforce continues to roll out. Stay updated on the latest releases and features by regularly checking their release notes and exploring the Salesforce community. If you need help implementing automations and interfaces with Flow, feel free to schedule a call with us here to learn more about our consulting services.

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