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Rohit Vaidya 3Rohit Vaidya 3 

How to resolve the buisness problem

how should be decide when to go for point and click(flows) and when to use the code to solve a buisness problem?
SwethaSwetha (Salesforce Developers) 
HI Rohit,

It depends on the complexity of the problem. For relatively simple and straightforward processes, point-and-click flows using Salesforce's declarative tools, such as Process Builder, flows can be sufficient. These tools allow you to configure automation and workflows without writing code.

Examples of simple tasks that can be handled with point-and-click flows include field updates, email alerts, and basic approvals.

See related: 
https://www.salesforce.com/products/platform/best-practices/declarative-programming-vs-imperative-programming/

https://www.willowtreeapps.com/insights/how-we-solution-in-salesforce-considerations-for-clicks-vs-code

https://medium.com/slalom-technology/clicks-and-code-c1e3390b9122

If this information helps, please mark the answer as best. Thank you
Arun Kumar 1141Arun Kumar 1141

Hi Rohit,

Finding whether to use point-and-click tools (such as Flows) or code to solve a business problem in Salesforce needs careful consideration of several factors. Those are followings

1. Difficulty of the problem: Assess the complexity of the business problem at hand. Point-and-click tools are well-suited for simpler processes and workflows, while code provides more flexibility and control for addressing intricate logic or complex integration requirements.

2. Customization needs: Evaluate the level of customization required to solve the problem. Point-and-click tools offer a range of declarative capabilities, enabling you to configure workflows, automate processes, and create user-friendly interfaces. However, if your requirements demand highly specialized or unique functionality, coding may be necessary.

3. Time and resource constraints: Consider the available time and resources for solving the problem. Point-and-click tools often facilitate faster development and require minimal coding skills, making them ideal for rapid prototyping or addressing time-sensitive issues. Conversely, writing custom code may take more time and necessitate skilled developers, but it offers greater flexibility and scalability in the long run.

4. Maintenance and scalability: Evaluate the future maintenance and scalability requirements. Point-and-click solutions are generally easier to maintain and modify, as they require minimal coding expertise. However, if your solution needs to scale or integrate with external systems extensively, custom code may provide more robust options and better performance.

5. Team skills and expertise: Consider the skills and expertise of your team members. If you have individuals experienced in coding and software development, leveraging their skills to write custom code may be a suitable option. Conversely, if your team primarily consists of business users or administrators proficient with point-and-click tools, utilizing those tools may result in greater efficiency.

6. Salesforce platform limitations: Familiarize yourself with the limitations of the Salesforce platform. Some requirements may only be achievable through custom code due to platform constraints or limitations. Review Salesforce documentation and consult with Salesforce experts to understand the platform boundaries for different use cases.

By carefully evaluating the complexity, customization needs, time and resource constraints, maintenance and scalability considerations, team skills, and platform limitations, you can make an informed decision on whether to utilize point-and-click tools or custom code to address your specific business problem in Salesforce.

  If above answer helped you,please mark it as best answer

THank You!

Shuvam PatraShuvam Patra

Deciding between point-and-click and coding to solve a business problem in Salesforce often comes down to a few factors:

  1. Complexity: If the requirement is simple, point-and-click tools like Process Builder or Flow Builder often suffice. For complex requirements, such as intricate logic or heavy data processing, Apex code may be a better choice.
  2. Maintenance and scalability: Point-and-click tools are easier for admins to maintain and modify in the future. However, code might offer better scalability and performance for large datasets.
  3. Governor Limits: Salesforce has strict governor limits. Coding might allow you to manage these limits more efficiently than declarative tools for certain scenarios.

In the end, always aim for the simplest solution that meets the business needs.