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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

Overview

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.

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

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.

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".