zaro

How Do You Test Your Flow?

Published in Salesforce Flows 3 mins read

I test my flow in Salesforce using a combination of Flow Builder features and best practices to ensure it functions correctly before deployment. Here's a breakdown of my testing process:

  1. Set Up the Flow in Flow Builder:

    • First, I carefully design and configure the flow within Flow Builder. This includes defining the flow's logic, elements (like assignment, decision, loop, etc.), and data interactions (create, update, get records).
    • I ensure all connections between elements are accurate and logical.
    • I verify that all variables are correctly defined and used throughout the flow.
  2. Configure Test Details within Flow Builder:

    • Flow Builder provides a built-in testing feature. To use it, I click the "Test" button in the Flow Builder interface.
    • Input Values: I provide input values that mimic real-world scenarios. This includes different types of data, edge cases, and potential error conditions. I consider different user roles and their respective data access.
    • Run As User: Select the "Run flow as another user" checkbox, if needed. This is useful for testing scenarios involving sharing rules, profile permissions, or other user-specific configurations.
  3. Run and Interpret the Test:

    • Once the test details are configured, I click the "Run" button.
    • Debug Log Examination: The test execution generates a debug log that provides detailed information about the flow's execution. I carefully examine this log to:
      • Verify that the flow is executing as expected.
      • Confirm that data is being created, updated, or retrieved correctly.
      • Identify any errors, warnings, or unexpected behavior.
    • Variable Values: I check the values of variables at different points in the flow to ensure that data is being processed and transformed as intended.
  4. Iterative Testing and Debugging:

    • Testing is an iterative process. If the initial test reveals issues, I modify the flow, reconfigure the test, and rerun it. This cycle continues until I'm confident that the flow is working correctly.
    • The debug log provides key details about any errors that occur. I use this information to diagnose and fix problems.
  5. Utilize Fault Connectors:

  • I implement fault connectors within my flows to handle errors gracefully.
  • Fault connectors provide alternative paths for the flow to take when an error occurs, preventing the flow from crashing and providing informative error messages. I test that these fault paths function properly.
  1. Address Flow Test Limits and Limitations:

    • I'm aware of the governor limits that apply to flows, particularly the number of SOQL queries, DML statements, and CPU time. I design my flows to stay within these limits.
    • For complex flows that involve multiple iterations or large data volumes, I may use techniques like bulkification to improve performance and avoid exceeding governor limits.
    • I am mindful that certain flow elements, such as screen flows that interact with users, are challenging to test completely through the built-in testing tool. User acceptance testing (UAT) is critical for these types of flows.

Example:

Let's say I have a flow that automatically updates the "Account Rating" field based on the number of open opportunities. My testing would involve:

  • Creating test Accounts with varying numbers of open opportunities (0, 1, 5, 10).
  • Running the flow against each test Account.
  • Verifying that the "Account Rating" field is updated correctly based on the flow's logic.
  • Testing edge cases such as negative numbers (if relevant) and large numbers of opportunities.
  • Examining the debug log to ensure no errors occurred and that the updates happened as intended.

By thoroughly testing my flows, I ensure they function correctly, reliably, and efficiently, minimizing the risk of errors and maximizing their value to the business.