47 - Salesforce Flow Rollback & Deployment | Salesforce Administrator
🚨 Important Session - Flows Best Practices 🚨
In this video (Episode 47), we explored Salesforce Flow Transactions & Rollback Mechanisms. We covered how Salesforce ensures data integrity with default rollback behaviour, how fault paths can alter this, and when to use Rollback Records and Custom Errors to enforce rollback. We also walked through deployment steps required for moving flows from Sandbox to Production using Change Sets, followed by critical post-deployment actions like debugging in rollback mode, using Flow Trigger Explorer, and ensuring proper change management.
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🎯 Perfect for:
Admins & Developers building automation without code
Anyone preparing for the Salesforce Administrator Certification
Salesforce Admins who want to level up and think like Developers
📌 What You’ll Learn:
⚡ Transactions & Commit
A transaction = group of changes saved together.
Changes commit only at the end of a transaction.
Any screen or wait element starts a new transaction.
🧯 Default Rollback vs. Fault Paths
No Fault Path → automatic rollback on error.
With Fault Path → error handled, but rollback won’t happen by default (risk of partial data changes).
🔄 Rollback Mechanisms
Screen Flows → use Rollback Records element.
Record-Triggered Flows → use Custom Error to block changes and enforce rollback.
🧪 Real-World Scenarios
Preventing partial updates when creating Accounts + Cases.
Blocking Opportunity closure when open Tasks exist.
Preventing Account deletion unless Status = Prospect.
📦 Deployment & Post-Deployment
Move flows via Change Sets (Flow Definition + Tests).
After deployment:
Activate the correct version.
Check Flow Trigger Explorer to confirm execution order.
Debug in Rollback Mode to avoid committing real data.
Ensure user training and communication for adoption.
🚀 Continuous Improvement
A flow isn’t “done” after go-live → monitor usage, gather feedback, and enhance continuously.
⏱️ Timestamps:
00:00 – Introduction
01:38 – Transactions & Order of Execution
07:05 – Rollback & Commit to Database
17:30 – Custom Error in Record-Triggered Flows
21:47 – Custom Error outside Fault Path
24:55 – Challenge: Handling Multiple Scenarios
28:58 – Challenge: Prevent Opportunity Closure with Open Tasks
33:26 – Deployment using Change Sets
38:40 – Post-Deployment Actions
🚀 Related Playlists:
Salesforce Flows • Salesforce Flows
🔗 Follow Us for More Salesforce Insights:
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LinkedIn: [ / bassem-ismaiel ]
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