Skill

automation-building-patterns

Salesforce automation feasibility analysis and building patterns. Use when creating flows, process builders, workflow rules, approval processes, or analyzing automation feasibility. Provides capability matrix, feasibility scoring, template library, and CLI commands for automation development.

From opspal-salesforce

Install

Run in your terminal

npx claudepluginhub revpalsfdc/opspal-commercial --plugin opspal-salesforce

Tool Access

This skill is limited to using the following tools:

ReadGrepGlob

Supporting Assets

View in Repository

best-practices.md

capability-matrix.md

feasibility-rules.md

testing-patterns.md

Skill Content

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Last CommitMar 18, 2026

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Automation Building Patterns

When to Use This Skill

Analyzing automation feasibility before starting work
Choosing between Flow types (Auto-launched, Screen, Scheduled)
Creating flows using templates or natural language
Understanding what can vs cannot be automated
Setting user expectations for automation projects
Building complex multi-step automations

Quick Reference

Automation Capability Matrix

Request Type	Feasibility	Approach
Auto-launched Flow	100% automated	Record-triggered, scheduled - fully API deployable
Screen Flow	67% hybrid	Logic automated, UI requires manual configuration
Quick Action	0% automated	Cannot automate field mappings via API
Validation Rule	100% automated	Formula-based - fully deployable
Approval Process	0% automated	UI-only configuration
Formula Fields	100% automated	Fully deployable via metadata
Permission Sets	100% automated	Fully deployable
Reports & Dashboards	100% automated	Fully deployable
Auto-fix validation issues	✅ Yes (v3.56.0)	70-80% time savings, 8 patterns supported

Feasibility Decision Tree

Is it a Screen Flow?
├─ YES → 67% hybrid (logic automated, UI manual)
└─ NO → Is it Quick Action or Approval Process?
    ├─ YES → 0% automated (UI only)
    └─ NO → 100% automated (fully deployable)

Flow CLI Quick Commands

# Create Flow
flow create MyFlow --type Record-Triggered --object Account

# Add elements with natural language
flow add MyFlow.xml "Add decision called Status_Check if Status equals Active"

# Validate
flow validate MyFlow.xml --best-practices --governor-limits

# Deploy
flow deploy MyFlow.xml --activate --dry-run

Auto-Fix Integration (v3.56.0)

Automatic remediation for 8 common Flow patterns:

Hard-coded IDs → Formula variables
Unused variables → Removed
Missing fault paths → Default error handlers
Outdated API versions → Updated to v62.0
Missing descriptions → Template descriptions
Copy naming → Descriptive names
Unconnected elements → Removed
Trigger order → Set to 1000

Usage:

node scripts/lib/flow-validator.js MyFlow.xml --auto-fix --dry-run  # Preview
node scripts/lib/flow-validator.js MyFlow.xml --auto-fix            # Apply

Time Savings: 70-80% reduction in manual correction time (20-45 min per Flow)

See: skills/flow-scanner-integration/SKILL.md for complete reference

Detailed Documentation

See supporting files:

feasibility-rules.md - When to use which automation type
capability-matrix.md - Full capability reference
best-practices.md - Design patterns and anti-patterns
testing-patterns.md - Test coverage requirements