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14 total results found

Field Conventions

Best Practices

General conventions about field creation, grouping, naming, etc.

Workflow Conventions

Best Practices

Naming and structural conventions related to workflows

Validation Rule Conventions

Best Practices

Conventions about validation rules, naming, creation, etc

Data Migration Best Practices

Best Practices

An attempt to help you not delete your production database

Reports and Dashboards

The Admin's Training Resources

Some tips for reporting and dashboards. May contain videos, guides, help pages, etc.

Automation

The Admin's Training Resources

Everything related to Process Builder, Flows, Workflows, Approvals, etc.

ARCHIVED - Process Builder Conventions

Best Practices

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.

Implementation

CPQ Knowledge from SFCPQ Victor

Information regarding implementing Salesforce CPQ.

CPQ
QTC

CPQ Information

CPQ Knowledge from SFCPQ Victor

General information related to Salesforce CPQ.

Troubleshooting

CPQ Knowledge from SFCPQ Victor

Troubleshooting tips and resources.

Big Objects

Best Practices

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.

Mass Update Access to Objects And Fields For Profiles And Permission Sets

Best Practices

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 ...

Flow Conventions

Best Practices

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

Deployments

Best Practices

Deployment Best Practices. Focuses on CI/CD as this is the current best practice.