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 ...
ARCHIVED - Process Builder Conventions
Process Builder is old, decrepit, and deprecated. You can't create new ones, and if you're editi...
ARCHIVED - Process Builder Bypass
Process Builder is old, decrepit, and deprecated.You can't create new ones, and if you're editing...
ARCHIVED - Process Builder Structural Conventions
Process Builder is old, decrepit, and deprecated.You can't create new ones, and if you're editing...
ARCHIVED - Process Builder Naming Conventions
Process Builder is old, decrepit, and deprecated.You can't create new ones, and if you're editing...
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
Generalities As of writing this page, August 10th 2023, Flows are primary source of automation o...
What Automation do I create Flowchart
Flow Meta Conventions
Read these Resources first The official Flows best practice doc. Note we agree on most things....
Flow Structural Conventions - Common Core
As detailed in the General Notes section, these conventions are heavily opinionated towards maint...
Flow Structural Conventions - Record-Triggered
As detailed in the General Notes section, these conventions are heavily opinionated towards maint...
Flow Structural Conventions - Scheduled
As detailed in the General Notes section, these conventions are heavily opinionated towards maint...
Flow Naming Conventions
Meta-Flow Naming A Flow name shall always start by the name of the Domain from which it origin...
Deployments
Deployment Best Practices. Focuses on CI/CD as this is the current best practice.
Introduction - Why are we even doing it like this
Salesforce deployments are essential for managing and evolving Salesforce environments, especiall...
Chapter 1: The Why, When and By Whom
This chapter explores the fundamental considerations of Salesforce deployments within the context...
Chapter 2: Software List
This chapter explores the actual tools we are using in our example, the basic understanding neede...
Chapter 3: Basic Machine Setup
1 - Install Local Software If you are admin on your machine, download Visual Studio Code from th...
Chapter 4 - Base Project Setup
This chapter explores how to set up your project management and version control integration, ensu...
Chapter 5 - Using an Existing Project
Repository Go to Bitbucket Go the repository for the project. At the top right of "Source", cl...
Chapter 6 - Creating a New Project
Setting up the Project SF Cli Project Open VSCode and navigate to the folder where you want to ...
Useful Command reference
Base sf org login web --alias MyOrg Login git add . && git commit -m "My Commit Message" && gi...