Salesforce gives you two main ways to automate: Flow, the point-and-click tool, and Apex, custom code. Both are powerful, but choosing the wrong one creates cost and technical debt — over-complicated flows nobody can maintain, or code written for something clicks could have handled.
When Flow is the right call
Flow handles most everyday automation beautifully: creating records, sending emails, guiding users through screens, and routing approvals. It's faster to build, easier to change, and any trained admin can maintain it.
When you need Apex
Apex earns its place when logic gets complex — precise control, heavy data processing, tricky integrations, or things Flow simply can't do. It's more powerful, but it needs a developer to build and maintain.
The right mix
- Use Flow for standard, declarative automation.
- Use Apex for complex logic and integrations.
- Keep the automation on each object consolidated and documented.
- Set standards so the org stays clean as it grows.
Not sure which to use? We'll design automation that's powerful today and easy to maintain tomorrow.
How we'd do this for your firm
A proven, transparent process — no guesswork, no surprises.
Map
We map the process and how complex it really is.
Choose
Flow where it fits, Apex where it's truly needed.
Build
Clean, documented, maintainable automation.
Govern
Standards so your org stays tidy as it grows.
Want this for your firm?
Get a free, transparent estimate in minutes — or talk to a specialist.
