Best Practices Toolkit

Highlights

• We help you optimize your CRM and uncover issues/debt/time-bombs. We also make implementing best practices SIMPLE. We provide numerous tools that implement the "Well Architected" frameworks recommended by leading Salesforce Architects worldwide.
• Our fee-based upgrade (paid-product), Metalligence, uses leading Agentic-AI technology to analyze your entire Org(s) metadata and help you identify what needs focus and prioritization to maximize your CRM and your CRM team's effectiveness going forward.
• Trigger Framework provides: 1. Recursion control for your Apex code to improve performance & avoid limits (per-action) 2. Enable/disable Apex code declaratively 3. Turn on performance diagnostics as needed 4. Control order of execution 5. Helper methods
• ROI/TCO Benefits!: - 32% ROI per year: 32% of your annual SFDC Budget! - 25% reduced development costs - 30% boost in productivity - 50% reduction in defects - 20% faster time-to-market - 30% improved performance - 40-50% reduction in ongoing costs
• Our Error Manager detects all your Org errors, aggregates them, and takes automated actions based on your custom metadata. It supports: Apex code, Flows, LWC/Aura, Batch errors, Event Monitor, etc., & publish Platform Events to your Enterprise Logger.
• The Rules Engine allows you to avoid hard-coding business logic (in Apex or Flows) that changes regularly with support for multiple Rule Scenarios and Groupings of Rules to automatically evaluate business logic via declarative custom-metadata.
• The Test Manager auto-detects failed Test classes in Production or Sandboxes and logs the results - notifying administrators so your deployments do not fail and projects do not get delayed.
• The Approvals product allows quick configuration of new approval scenarios (with varying objects/fields) by creating a single custom-metadata record (quick and easy). The Approvals product provides simple declarative control over who approves processes.
• Our Data Delete/Archive product allows you to easily delete and/or archive object data that is no longer needed (optionally archives data in BigObjects). Our package is easy and quick to install, and uses Custom Metadata for configuring these products.