Skill

Fail

Audit score 45

sf-flow

jaganpro/sf-skills

Create and validate Salesforce Flows with 110-point scoring across 6 categories.

What is sf-flow?

sf-flow helps you design, build, and validate Salesforce Flows (record-triggered, screen, autolaunched, scheduled, and platform-event) with architectural guidance and bulk-safety checks. Use it when working with Flow Builder, .flow-meta.xml files, or Flow-specific automation decisions.

Choose the right Flow type (before-save, after-save, screen, autolaunched, scheduled, platform-event, AI Decision)
Generate Flow XML from templates for common patterns
Validate bulk safety (no DML/Get Records in loops, fault paths, trigger conditions)
Score Flows across 6 categories with 110-point scale (88+ production-ready)
Orchestrate subflows and parent-child Flow composition
Integrate with AI Decision elements for sentiment, intent, and tone routing

How to install sf-flow

npx skills add https://github.com/jaganpro/sf-skills --skill sf-flow

Prerequisites

Salesforce org with Flow Builder enabled
Target org alias configured (for deployment or validation)
Related objects and fields must exist before Flow creation

Claude Code

Cursor

Windsurf

Cline

How to use sf-flow

1.Gather context: flow type, trigger object, entry conditions, and business goal
2.Choose the right Flow type using the provided decision table (before-save, after-save, screen, autolaunched, scheduled, platform-event)
3.Start from a template in assets/ (record-triggered-before-save.xml, screen-flow-template.xml, etc.)
4.Build or edit the Flow in Flow Builder or XML, applying high-signal rules (no DML in loops, proper fault paths, safe subflow composition)
5.Validate against Flow guardrails and bulk-safety checklist
6.Run Flow tests using sf flow run test --target-org <alias> --json
7.Hand off deployment to sf-deploy and test data seeding to sf-data

Use cases

Good for

Build a before-save record-triggered Flow to update same-record fields on Account creation
Design an after-save Flow to send emails and create related records when an Opportunity closes
Create a screen Flow for guided data entry with conditional branching and validation
Architect an autolaunched subflow library for reusable business logic across multiple Flows
Validate a scheduled Flow for bulk record processing with proper error handling and fault paths

Who it's for

Salesforce developers building declarative automation
Admins designing record-triggered and screen Flows
Architects planning Flow orchestration and subflow composition
Teams migrating from Process Builder to Flows

sf-flow FAQ

When should I use Flow instead of Apex or a formula field?

Use Flow for declarative, reusable automation. Choose before-save for same-record updates, after-save for related records/emails/callouts, and screen Flows for guided UI. Delegate to Apex (sf-apex) for complex imperative logic and to formula fields for simple calculations.

What is the 110-point scoring system?

Flows are scored across 6 categories with a total of 110 points. Scores of 88+ indicate production-ready Flows, 75–87 are good with review items, 60–74 need stronger guardrails, and below 60 are unsafe for deployment.

How do I avoid bulk safety issues?

Never place DML or Get Records inside loops. Test with 251+ records when bulk behavior matters. Use Transform elements for data shaping instead of per-record branching. Always include fault paths for data-changing operations.

Can I use AI Decision elements in Flows?

Yes. Use autolaunched Flows with AI Decision elements for sentiment, intent, and tone evaluation. Do not place AI Decision elements inside loops (credit cost per iteration), and ensure prompts include merge field references for data context.

What should I do after building a Flow?

Deploy using sf-deploy for safe deployment sequencing, then use sf-data to create realistic bulk test data for post-deploy verification. Run sf flow run test to validate Flow behavior in the org.

Full instructions (SKILL.md)

Source of truth, from jaganpro/sf-skills.

name: sf-flow description: > Creates and validates Salesforce Flows with 110-point scoring. TRIGGER when: user builds or edits record-triggered, screen, autolaunched, or scheduled flows, or touches .flow-meta.xml files. DO NOT TRIGGER when: Apex automation (use sf-apex), process builder migration questions only, or non-Flow declarative config (use sf-metadata). license: MIT metadata: version: "2.1.0" author: "Jag Valaiyapathy" scoring: "110 points across 6 categories"

sf-flow: Salesforce Flow Creation and Validation

Use this skill when the user needs Flow design or Flow XML work: record-triggered, screen, autolaunched, scheduled, or platform-event Flows, including validation, architecture choices, and safe deployment sequencing.

When This Skill Owns the Task

Use sf-flow when the work involves:

.flow-meta.xml files
Flow Builder architecture and XML generation
record-triggered, screen, scheduled, autolaunched, or platform-event flows
Flow-specific bulk safety, fault paths, and subflow orchestration

Delegate elsewhere when the user is:

writing Apex-first automation → sf-apex
creating objects / fields first → sf-metadata
deploying metadata → sf-deploy
seeding post-deploy test data → sf-data

Required Context to Gather First

Ask for or infer:

flow type
trigger object / entry conditions
core business goal
whether this is new, refactor, or repair
target org alias if deployment or validation is needed
whether related objects / fields already exist

Recommended Workflow

1. Choose the right automation tool

Before building, confirm Flow is the right answer rather than:

formula field
validation rule
roll-up summary
Apex

2. Choose the right Flow type

Need	Default flow type
same-record update before save	before-save record-triggered
related-record work / emails / callouts	after-save record-triggered
guided UI	screen flow
reusable background logic	autolaunched / subflow
scheduled processing	scheduled flow
event-driven declarative response	platform-event flow
AI-evaluated routing (sentiment, intent, tone)	autolaunched with AI Decision element

3. Start from a template

Prefer the provided assets:

assets/record-triggered-before-save.xml
assets/record-triggered-after-save.xml
assets/screen-flow-template.xml
assets/autolaunched-flow-template.xml
assets/scheduled-flow-template.xml
assets/platform-event-flow-template.xml
assets/ai-decision-template.xml
assets/subflows/

4. Validate against Flow guardrails

Focus on:

no DML in loops
no Get Records inside loops
proper fault paths
correct trigger conditions
safe subflow composition
AI Decision elements not placed inside loops (credit cost per iteration)
AI Decision prompts include merge field references for data context

5. Hand off deployment and testing

Use:

sf-deploy for deploy / dry-run
sf-data for high-volume test data

High-Signal Rules

Flow architecture

before-save for same-record field updates
after-save for related records, emails, and callouts
do not loop over $Record
use subflows when logic becomes wide or repetitive

Bulk safety

no DML in loops
no Get Records in loops
test with 251+ records when bulk behavior matters
prefer Transform when the job is shaping data, not per-record branching

Error handling

every data-changing path should have fault handling
avoid self-referencing fault connectors
deploy Flows as Draft first when activation risk is non-trivial

Output Format

When finishing, report in this order:

Flow type and goal
Files created or updated
Architecture choices
Bulk/error-handling notes
Deploy/testing next steps

Suggested shape:

Flow: <name>
Type: <flow type>
Files: <paths>
Design: <trigger choice, subflows, key decisions>
Risks: <bulk safety, fault paths, dependencies>
Next step: <dry-run deploy, activate, or test>

Flow Testing (CLI)

Run Flow tests from the command line without VS Code:

# Run all flow tests
sf flow run test --target-org <alias> --json

# Run tests for a specific flow
sf flow run test --class-names MyFlow --target-org <alias> --json

# Get results for an asynchronous run
sf flow get test --test-run-id <id> --target-org <alias> --json

Flow tests execute in the org and can take 1-5 minutes. sf flow run test returns a test run ID for asynchronous runs; use sf flow get test to retrieve results later. Always run with --json and use background execution for longer runs.

Cross-Skill Integration

Need	Delegate to	Reason
create objects / fields first	sf-metadata	schema readiness
deploy / activate flow	sf-deploy	safe deployment sequence
create realistic bulk test data	sf-data	post-deploy verification
create Apex actions / invocables	sf-apex	imperative logic
embed LWC in a screen flow	sf-lwc	custom UI components
expose Flow to Agentforce	sf-ai-agentscript	agent action orchestration

Reference Map

Start here

Design / orchestration

AI Decision

references/ai-decision-guide.md

Screen / integration / troubleshooting

Score Guide

Score	Meaning
88+	production-ready Flow
75–87	good Flow with some review items
60–74	functional but needs stronger guardrails
< 60	unsafe / incomplete for deployment

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