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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 ...

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...

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...

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...

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...

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...

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...

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 Bypass 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...

Lessons LearnedMake sure to follow the Project Review Process Make sure we are learning in our process with With Milestones and Project Review activities. What were the learnings on both sides. Weekly iterations for feedback, change request, and for sign off ...

Documentation List The following Documents should be part of most, if not every, project: Responsibility Assignment Matrix Solution Design Integrations Specifications, Development Specifications, Data Dictionary, User Stories spreadsheet, Change Reques...