Salesforce Administrator, you are armed with all of the power in the org at your fingertips! And so many automation options – workflow rules, process builders, flow, oh my!
Then the errors start. Some automation is conflicting with something else and now your users can’t do what they need to. All the complaints come to you.
How did this happen?
Maybe you inherited an org and you hit the ground running with new features. Maybe you built the org from the ground up and have forgotten that you are not infallible. The problem here is that now you’ve got several types of automation firing at different times during the order of operations and – without careful planning – they may be overwriting each other.
If this is the case for your org, consolidating your workflow rules and process builders is recommended. Why?
- Auditing your automation lets you evaluate what is in use and what isn’t.
As admins, we are often too busy to look at what’s been built previously to determine if it’s in use anymore. It can be hard to prioritize clean up when there’s building to do. - Consolidating makes your automation more efficient.
Salesforce has limits, and we never want to get to a point where we’re hitting one. The more automation being fired in a transaction increases the likelihood we will. Read More : Salesforce Admin Tutorials