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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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudMarketing Cloud Engagement
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
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 FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf 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: 17Custom Tabs: 7Custom Apps: 1
- Lightning Components
- Global: 11App Builder: 0Community Builder: 0
- Languages
- English
Security
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".
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Platform Technology, Inc.
Delaware/Georgia (USA)
Sales Email: sales@platformtechnology.ai Support Email: support@platformtechnology.ai