Optimization of Workflows

Recommendations for Optimization of Workflows

  • Combine multiple workflows that have the same logic and functions into a single workflow.
  • Filter workflow execution by execution context and event type.
  • Convert scheduled workflows that operate on records with static data or data that doesn’t change often to event-based workflows instead. This way, the workflows don’t run on the records unnecessarily.
  • Consider the most appropriate workflow execution context for your workflow. The workflow execution context specifies how and when a workflow is triggered to run. If you don’t use the appropriate context, workflows run when they shouldn’t and result in unexpected errors.

Workflows generally process in the order that they were created in, but you shouldn’t rely on this order when you want to synchronize workflows.

Consider applying the following best practices when you need workflows to run in a specific order:

  • Create a primary workflow that runs other workflows. For example, if you want workflow A to run before workflow B, you create workflow C and set it to initiate workflow A. When workflow A is finished executing, you can set workflow C to initiate workflow B.
  • You can synchronize workflows by creating a workflow and configuring it to initiate another workflow as the last action. For example, you can create workflow A and set it to initiate workflow B as the last action in workflow A.

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