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Best Practices Toolkit: Trigger Framework, Error Mgt, Flow Mgt, etc.

Best Practices Simplified: CRM ROI Increase estimated at 30% per year

$5   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
IT & Administration
Admin & Developer Tools
IT Management
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing Cloud Engagement

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.

Platform Technology, Inc.'s Impact

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Impact

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Provider Details

Platform Technology, Inc.
Delaware/Georgia (USA)
Founded
2023
Phone
415-800-1460

Platform Technology, Inc. is dedicated to making CRM teams much more effective. We provide Metalligence: 1. Agentic Org Management for Salesforce Orgs: analyze, fix/remediate, secure, and optimize your Salesforce Org(s) with zero vendor lock-in 2. Metalligence AIS (best-of-breed agentic platform) for Agentforce to optimize, fix, and add features to Agentforce/SF-Agents (a nearly endless list of hundreds of features/skills to analyze, compose, fix, add-on-features-for-agents, and deploy Salesforce Agents with correct permissions). We adhere to the McKinsey (TM) AI vision of what AI agents should do and be (e.g. in 2027 -- and we do it now/today. We make Agentforce EASY. (See our website: pftech.ai and recent case study). 3. Best Practices Toolkit for Salesforce Orgs (free with Metalligence purchase) -- via this AgentExchange listing 4. 8 free training hours to onboard new clients, as well as a promise to make you successful 5. Built-in documentation https://pftech.ai

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Per-User Bundle Suite

$5 USD/user/month

Free trial available for 30 days