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  • Best Practices

  • Field Conventions

    • General Conventions

    • Grouping fields

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    • Validation Rule Metadata Conventions

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  • Bypasses

  • Data Migration Best Practices

    • 1 - Data Migrations Checklist

    • 2 - Data Migration Step-by-step - Before Loading

    • 3 - Data Migration Step-by-step - Loading

  • Getting the right (number of) Admins

  • Process Builder Conventions

    • Process Builder Bypass

    • Process Builder Structural Conventions

    • Process Builder Naming Conventions

  • Big Objects

    • Sample scenario - store all field changes for an object

  • Mass Update Access to Objects And Fields For Profiles And Permission Sets

    • Object Permissions - Basic Functionality

    • Field Permissions - Basic Functionality

    • Query CRED And FLS Permissions - Examples

    • Updating, Deleting, and Adding Permissions

    • Important Notes

  • Flow Conventions

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    • What Automation do I create Flowchart

    • Flow Meta Conventions

    • Flow Structural Conventions

Books
Best Practices
Data Migration Best Pr...

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...

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Created 1 year ago by Windyo
Updated 1 year ago by Windyo
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