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  • Best Practices

  • Field Conventions

    • General Conventions

    • Grouping fields

  • Workflow Conventions

    • Workflow Triggers

    • Workflow Field Updates

    • Workflow Email Alerts

    • Workflow Tasks

    • Workflow Outbound Messages

  • Validation Rule Conventions

    • Validation Rule Metadata Conventions

    • Validation rules writing conventions

  • 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

    • Flow General Notes

    • What Automation do I create Flowchart

    • Flow Meta Conventions

    • Flow Structural Conventions

    • Flow Naming Conventions

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Best Practices
Flow Conventions

Flow Conventions

Naming and structural conventions related to Flows and the Cloud Flow Engine

Flow General Notes

As of writing this page, January 13th 2021, Flows are poised to become the primary source of auto...

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://hel...

Flow Structural Conventions

Per-Flow Design Fill in the bloody descriptions. You'll thank yourself when you have to maintain...

Flow Naming Conventions

All prefixes apart from Screen Subelements are ALL CAPS. All Names after a prefix are CamelCase w...

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Created 3 months ago by Windyo
Updated 3 months ago by Windyo
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