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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

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Best Practices
Validation Rule Conven...

Validation Rule Conventions

Conventions about validation rules, naming, creation, etc

Validation Rule Metadata Conventions

The Validation Rule Name MUST try to explain in a concise manner what the validation rule preven...

Validation rules writing conventions

All Validation Rules MUST contain a Bypass Rule check. Wherever possible, a Consultant SHOULD...

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