Why We Use Custom Metadata to Simplify Flows

June 18, 2025

If you’ve ever had to update a flow because a picklist value changed or a rule shifted, you already know the pain of hardcoded logic.

One of our favorite ways to reduce that friction is using Custom Metadata Types to drive logic in flows. Instead of multiple decision elements tied to static values, we set up records in a metadata type that map inputs to outcomes — think categories, priorities, or assignment rules.

Then in the flow, we use a Get Records element to query the matching metadata and determine what to do next.

Benefits?

• Admins can change behavior without modifying the flow
• Logic stays readable, reusable, and scalable
• No more chasing down every branch when something changes

Metadata-driven automation doesn’t just simplify updates — it helps you build smarter, more resilient flows from the start.