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The Validation Rule Name MUST try to explain in a concise manner what the validation rule prevents. Note that conciseness trumps clarity for this field. All validation Rules API names MUST be written in PascalCase. Validation Rules SHOULD NOT contain an und...

All Validation Rules MUST contain a Bypass2 Rule check. Wherever possible, a Consultant SHOULD use operators over functions. All possible instances of IF() SHOULD be replaced by CASE() Referencing other formula fields should be avoided at all cost...

We reference "bypasses" in a number of these conventions. Bypasses are administrator-defined checkboxes that allow you to massively deactivate automations and validation rules with a simple click. They avoid that awkward feeling when you realize that you need...

Official Salesforce Docs Understanding the multi-tenant Architecture https://www.developerforce.com/media/ForcedotcomBookLibrary/Force.com_Multitenancy_WP_101508.pdf https://developer.salesforce.com/wiki/multi_tenant_architecture ...

The following is a semi-profanity-ridden attempt at explaining one way to do data migrations while following best practices. It is rather long and laced with colorful language. If you have read it already, or if you want to avoid the profanity, you can consult...

Basic Trailheads Consultant:https://trailhead.salesforce.com/en/content/learn/modules/consulting_partner_basics BA:https://trailhead.salesforce.com/en/content/learn/trails/force_com_admin_beginnerhttps://trailhead.salesforce.com/en/content/learn/trails/force...

Introduction You're going to have to map data from various sources into Salesforce. IT'S THAT BIG MIGRATION TIME. Well let's make sure you don't have to do it again in two days because data is missing, or delete production data. Salesforce does not back up ...

FIRST STEPS Login to Prod. Is there a weekly backup running, encoded as UTF-8, in Setup > Data Export NopeSelect encoding UTF-8 and click "Export Now". This will take hours.Turn that weekly stuff on.Make sure the client KNOWS it's on.Make sure they have...

To summarize real quick: Salesforce to Salesforce, or SF2SF, SF 2 SF, or whatever you want to call it, is a pile of flaming garbage that should have been nuked ages ago. It: uses a shit ton of API requests because it syncs one record at a time can't be au...

Roadmap Define a Roadmap (Integration 1, 2 etc) and keep the different steps digestible in small iterations. Make sure to set clear expectations for these iterations. Here, it is advisable to focus on Content rather on Timeline. Separation of concerns Clea...

Internal Meetings Meetings that should be held: weekly sync-up daily standup (30 seconds per person max) Pre-sprint and post-sprint meetings Account Management meetings in addition (see Sales) Client Meetings - Set regular (weekly) meetings with the clie...