Best Practices
Naming and architectural conventions that are considered best practice
Field Conventions
General conventions about field creation, grouping, naming, etc.
Workflow Conventions
Naming and structural conventions related to workflows
Workflow Triggers
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Workflow Field Updates
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Workflow Email Alerts
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Workflow Tasks
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Workflow Outbound Messages
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existin...
Validation Rule Conventions
Conventions about validation rules, naming, creation, etc
Bypasses
We reference "bypasses" in a number of these conventions. Bypasses are administrator-defined che...
Data Migration Best Practices
An attempt to help you not delete your production database
1 - Data Migrations Checklist
The following is a semi-profanity-ridden attempt at explaining one way to do data migrations whil...
2 - Data Migration Step-by-step - Before Loading
Introduction You're going to have to map data from various sources into Salesforce. IT'S THAT BI...
3 - Data Migration Step-by-step - Loading
FIRST STEPS Login to Prod. Is there a weekly backup running, encoded as UTF-8, in Setup > Da...
Getting the right (number of) Admins
Salesforce Success ServicesAchieve Outstanding CRM Administration Because Salesforce takes care ...
Process Builder Conventions
Naming and structural conventions related to Process Builder
Process Builder Bypass
Normally we put bypasses in everything (workflows, validation rules, etc). Process builders espec...
Process Builder Structural Conventions
General Conventions 1. If there are APEX triggers firing on an object, Process Builder SHOULD NO...
Process Builder Naming Conventions
A Process Builder name SHALL always start by PB, followed by a number corresponding to the numbe...
Big Objects
Big objects are Salesforce's take on NoSQL (although it works just like common SQL). It allows la...
Mass Update Access to Objects And Fields For Profiles And Permission Sets
If you need to update Object-level permissions (CRED) or Field level Permissions (FLS) for a larg...
Object Permissions - Basic Functionality
When dealing with Profiles and CRED there are three objects involved: Profile object Permission...
Field Permissions - Basic Functionality
Field-Level Security works very similarly to Object-Level Permissions. When dealing with Profiles...
Query CRED And FLS Permissions - Examples
Query All Permissions To get a list of every CRED setting for every Profile and Permission Set i...
Updating, Deleting, and Adding Permissions
After running your query you will have a table describing access for all objects/fields where at ...
Important Notes
General Upserts are generally not recommended due to the extremely slow spee...
Flow Conventions
Naming and structural conventions related to Flows and the Cloud Flow Engine
Flow General Notes
As of writing this page, December 12th 2021, Flows are very much on their way to be the primary s...
What Automation do I create Flowchart
Flow Meta Conventions
Read these first The official Flows best practice doc. Note we agree on most things.https://he...
Flow Structural Conventions
Per-Flow Design Flows should have one easily identifiable Triggering Element.This relates to t...
Flow Naming Conventions
All prefixes apart from Screen Subelements are ALL CAPS. All Names after a prefix are CamelCase w...
When you don't follow best practices or just need to do some cleaning
Queries to help you find what to yeet Layouts without page layout assignments (using Tooling API...