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Flow Meta Conventions

Best Practices Flow Conventions

Read these Resources first The official Flows best practice doc. Note we agree on most things....

Updated 1 year ago by Windyo

Flow Structural Conventions - Record-Triggered

Best Practices Flow Conventions

As detailed in the General Notes section, these conventions are heavily opinionated towards maint...

Updated 1 year ago by Windyo

Flow General Notes

Best Practices Flow Conventions

Generalities As of writing this page, August 10th 2023, Flows are primary source of automation o...

Updated 1 year ago by Windyo

ARCHIVED - Process Builder Naming Conventions

Best Practices ARCHIVED - Process Builder Conventions

Process Builder is old, decrepit, and deprecated.You can't create new ones, and if you're editing...

Updated 1 year ago by Windyo

ARCHIVED - Process Builder Structural Conventions

Best Practices ARCHIVED - Process Builder Conventions

Process Builder is old, decrepit, and deprecated.You can't create new ones, and if you're editing...

Updated 1 year ago by Windyo

ARCHIVED - Process Builder Bypass

Best Practices ARCHIVED - Process Builder Conventions

Process Builder is old, decrepit, and deprecated.You can't create new ones, and if you're editing...

Updated 1 year ago by Windyo

SFXD - Basic Consulting

SFXD Presentations & Trainings

Download these slides on the left, above the Navigation <<<<< Training given by @Windyo Conte...

Updated 1 year ago by Windyo

April Fools '23 - OpenAI-powered bad answers Chatbot

Other Meta SFXD Stuff

Introduction April Fools' pranks are an iconic part of the Internet, ranging from fake articles ...

Updated 1 year ago by Windyo

Communities Deployment Hell

Managing a Salesforce Project

soCommunitiesthey are split into multiple things in the backenda Networka Siteand some other free...

Updated 1 year ago by thejamesjames

Communities Project Cheat Sheet

Managing a Salesforce Project

COMMUNITIES IN SF CHEAT SHEET Shit to check- what do my users need access to ?- opps ? > Partner...

Updated 1 year ago by thejamesjames

Integration Questions list

Managing a Salesforce Project

- Which direction is the sync going from ? - SF > other system ?  - is that system accessible via...

Updated 1 year ago by thejamesjames

Auditing a Salesforce Org

Managing a Salesforce Project

Functional Audit One workshop mid-audit to discuss their processOne workshop after the audit to ...

Updated 1 year ago by thejamesjames

Pre-Project Phase

Managing a Salesforce Project

Roadmap Define a Roadmap (Integration 1, 2 etc) and keep the different steps digestible in small...

Updated 1 year ago by thejamesjames

Multipicklists and when to use them

Salesforce Quirks

Text from image: sorryif I don't get pinged I tend to go off do something elseshort version is...

Updated 1 year ago by thejamesjames

How to check off records on a list view and pass them all to a Flow (button)

Cool Links & Stuff

Flow Actions are really useful! However, they aren't available everywhere. This article will tell...

Updated 1 year ago by Solo Admin

Speaking "Data Maintenance"An intro to Data-related presales

Managing a Salesforce Project

Glossary of Partners Mulesoft Salesforce-owned company. Salesforce will tell you about Mulesof...

Updated 2 years ago by thejamesjames

Passing a list of Ids to a Flow from a related list in LEX

Cool Links & Stuff

Source: https://www.xbaf.com/flow-list-buttons Submitting multiple records to Flows “How do...

Updated 2 years ago by Atlas Can

General Conventions

Best Practices Field Conventions

All Naming Conventions Are RFC 2119 and RFC 6919 compliant. All field API names MUST be written ...

Updated 2 years ago by Jeff Kranz

Avoiding the 5 recipient limit on email action

Common Flow Problems

A Warning in Advance Skipping limits is dumb, you probably shouldn't do it, but history is fille...

Updated 2 years ago by ride_whenever

Querying Flows and Mass Deleting Old Versions

Useful Queries

A Warning in Advance Via the tooling api, we're going to delete some historic flow versions, thi...

Updated 2 years ago by ride_whenever