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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
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal Product
- Business Need
- IT & AdministrationAdmin & Developer ToolsIT Management
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudMarketing 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.
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.
Provider Details
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Platform Technology, Inc. is dedicated to making CRM teams much more effective. We offer simple, fast, quality tools to increase your CRM team's effectiveness and CRM ROI by an estimated 30%: 1. Leading Trigger Framework gives configurable control of Apex code 2. "Flow Management" avoids flow recursion and controls disablement of Flows (includes groups of flows at once) 3. Comprehensive Error Management makes troubleshooting far easier: aggregate errors, & take automated-action on Errors: Apex, Batch, Flows, LWCs, Apex-Exception-Emails & Event Monitoring Alerts (via messages to Email, Slack, Teams) 4. Simple, declarative Rules Engine automates decisions/calcs for business logic that can change frequently 5. Test Class Manager product to auto-detect failures and notify Administrator 6. Management Hierarchy product allows you to auto-update records requiring multiple approvers (great for Approvals, etc.) based on Mgt hierarchies you specify (multiple-scenarios) 7. Data delete/archive tool Take your CRM Team and your Salesforce Org to the next level with Best Practices Toolkit! Visit our web page for more optional add-on products from Platform Technology: https://pftech.ai
Pricing Details
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
Freemium includes two of the Best Practices Toolkit's popular products at no cost: Trigger Framework and Flow Management. The Full Suite includes the entire Toolkit. We also offer an optional new AI/Agentic product via our website: https://pftech.ai
Platform Technology offers an optional paid add-on for metadata analysis and recommations. Volume discounts apply. Pricing can be customized per Org or enterprise-wide. Verified Salesforce partners can use the Best Practices Toolkit for free.
Full Toolkit Suite
$2 USD/user/month
Free trial available for 30 days