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Automation
Everything related to Process Builder, Flows, Workflows, Approvals, etc.
General Conventions
All Naming Conventions Are RFC 2119 and RFC 6919 compliant. All field API names MUST be written in English, even when the label is in another language. All field API names MUST be written in PascalCase. Fields SHOULD NOT contain an underscore in the fields ...
Great Moments in SFXD History
Things we want to keep for later
ARCHIVED - Process Builder Conventions
Process Builder is old, decrepit, and deprecated. You can't create new ones, and if you're editing old ones you should be migrating to Flows instead. This is ARCHIVED content, will never be updated, and is here for history reasons.
Grouping fields
If the organization is home to multiple services, the field API name SHOULD be prepended with the name of the service that required the field, followed by an underscore. This MUST NOT be the case if there is only one service using the object. If several...
Tech tools
Links to other tools that may be useful when dealing with Salesforce
Implementation
Information regarding implementing Salesforce CPQ.
Workflow Triggers
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...
Managing your team
Some stuff about team management
CPQ Information
General information related to Salesforce CPQ.
Workflow Field Updates
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...
Other Meta SFXD Stuff
Troubleshooting
Troubleshooting tips and resources.
Workflow Email Alerts
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...
Big Objects
Big objects are Salesforce's take on NoSQL (although it works just like common SQL). It allows large data storage on Salesforce's servers. Ideal for Big Data and compliance scenarios.
Workflow Tasks
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...
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 large number of Objects, Fields, Profiles, or Permission Sets, rather than manually clicking dozens of checkboxes on multiple pages, it is sometimes easier and faster ...
Workflow Outbound Messages
Workflow Rules (along with Process Builders) are now on a deprecation / End-of-Life plan. Existing Workflow Rules will continue to operate for the foreseeable future, but in the near future (Winter 23) Salesforce will begin to prevent creating new Workflow Rul...