Document Workflow Architecture
How to model Salesforce document generation workflows so complexity stays maintainable as business rules evolve.
A maintainable workflow architecture separates structure from behavior.
Core Layers
- Data selection and shaping
- Rule evaluation and conditional behavior
- Rendering and output formatting
Why This Matters
If these concerns are mixed inside templates, small updates become risky and hard to debug.
Anti-Pattern To Avoid
Hiding business logic directly in nested merge-field templates.