I want to know the best practices of using process builder and flows.

I have a problem statement like, based on recordType and other field selection different types of updates (field updates) and scheduled actions need to be performed.

Now there are 5 different recordtypes exist and for each recordtype separate processes have been defined in process builder.

For each processes of single recordtype, based on field values there are more than 15 criteria have been defined and for each criteria there are separate field updates and scheduled actions.

As I know if any update is performed on a record, system will check each processes and for each processes it will check each criteria for matching, which is often a performance overhead.

Is there any kind of method of elimination can be performed based on recordtype selection of each processes. Do we need to use flow (which will get called from process builder) where it will use the criteria logic and do the field update and scheduled action?

Thanks to let me know.

closed as off-topic by Pranay Jaiswal, battery.cord, glls, Vijay Ganji, Reshma Jul 2 at 7:06

This question appears to be off-topic. The users who voted to close gave this specific reason:

  • "Questions on problems in code you've written must describe the specific problem and include valid code to reproduce it. For help writing short, self-contained syntactically-valid examples, see: SSCCE.org" – Pranay Jaiswal, battery.cord, Vijay Ganji, Reshma
If this question can be reworded to fit the rules in the help center, please edit the question.


Check out the following guideline, provided by salesforce: https://help.salesforce.com/articleView?id=process_considerations_design_bestpractices.htm&type=5

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