Flow Meta Conventions

Organization-Level Conventions

1. Record-Triggered Flows, Process Builders and Triggers should never coexist on a same object. Use the "What automation do I use" flowchart.
2. Flows are considered Code for maintenance purposes - do NOT create or edit one in Production, especially if Record-Triggered
3. If at all possible, Flows should be Tested (currently using Test classes - later down the line I expect Salesforce will make Test Flows available
4. Flows that call APEX or LWCs are subject to more limits and potential bugs than fully declarative ones. When planning to do one, factor in the maintenance cost of these parts. Yes, this includes UnOfficialSF.
5. When possible, prefer user-triggered automations. Then, scheduled batch automations. And finally record-triggered automations. If you're sending emails there's a high probability you can just iterate over all records matching criteria and send them instead of adding a record-triggered decision node.
6. Flow List Views should be used to sort and manage access to your Flows easily - more on that in Naming Conventions