⚡ 1-Minute Summary Follow the hierarchy: Start with simple configuration, then move to Flow, and only use Apex when strictly necessary. Choose the right trigger context: Use before-save to update fields on the record being saved. Use after-save when updating related records, sending notifications, or running async paths. Protect your governor limits: Never place queries or DML statements inside loops. Collect records into collections and execute a single DML operation outside the loop. Module Map: The Complete 360° Automation Architecture MODULE ROOT: 'Which automation tool should you use, and will it survive bulk processing?' ├── Flow Types: 5 core flavors for 5 distinct execution contexts ├── Flow vs. Apex Decision Matrix: Complexity and governor limits threshold ├── Bulkification & Recursion Guards: Preventing the #1 Flow failure mode ├── Before-Save vs. After-Save Cost: Zero extra DML vs. an additional save cycle...
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