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9 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.

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.