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

By Platform Technology, Inc.

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

Freemium  

Payment required to increase usage, users, or features. 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

Our Best Practices Toolkit greatly increases your CRM ROI, Org Health, and CRM team effectiveness: Trigger Framework, Flow Mgt, Error Mgt, Rules Engine, Test Class Mgt, Approval Mgt Hierarchy. Our new Metalligence product is an optional external add-on.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
If using our Error Management feature to also capture "Event Monitoring" alerts, you must of course be licensed to use Salesforce.com's "Event Monitoring" product.

App Details

Version
pformbbtk/Best Practices Toolkit v1.115.0.0 1.115.0
Listed On
03/30/2024
Latest Release
03/24/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 17
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 11
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.42.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/31/2024

Additional Details

Metalligence Agentic AI uncovers any non-optimal designs/code/etc. The Best Practices Toolkit provides CRM teams with a powerful foundation for best practices: 1) optimize customizations, 2) greatly increase team efficiency, 3) improve user satisfaction, 4) improve performance, and 5) minimize technical debt. We provide simple-to-use tools for developers and admins to: 1. Control behavior of your automations (Triggers and Flows) via configuration & not coding. Control Trigger Handlers: execution, recursion (per-action), execution order, disablement, performance diagnostics, etc. 2. Increase visibility to errors in the platform and from your custom-code or flows -- with support for propagating errors into your enterprise log/notifications solutions. Centralize, display and manage all Salesforce errors. 3. Easy-to-use Rules Engine avoids hard-coding business logic that changes regularly 4. Test Management auto-detects when Test classes are failing due to Org changes 5. The Management Hierarchy Product to easily change organization reporting structure and greatly simplify implementing things such as Approval Processes. Supports multiple concurrent hierarchies by "scenario".

Need help?

Platform Technology, Inc.

Delaware/Georgia (USA)

Sales Email: sales@platformtechnology.ai Support Email: support@platformtechnology.ai

Support Phone‪(415) 800-1460‬
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