I'm developing a workflow for converting a lead into a customer with an ongoing service contract.
The progress of process is governed by external factors checking out. I would typically use a finite state machine to manage these these states and transitions.
I plan to use the Flow builder to implement a visual wizard and the process flows for the third part integrations.
I'm rather uncertain about what sort of record field should I be using, if my FSM was backed by a conventional RDBMS I would have a category lookup table. I'm aware that Salesforce includes a number of specialisation of lookup tables, enumerated fields and metadata records.
How would you approach this requirement? Custom metadata seems to be good approach to this, do you see any issues with this approach and how might they be avoided?