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Platform Technology's Best Practices Toolkit
Trigger Framework
Trigger Framework
Trigger Framework
The Trigger Framework product gives you configurability and control of your Apex code: 1) provide fine-grained control of recursion in your Apex code (increasing your Salesforce Application(s)/Org performance), 2) disable trigger-invoked Apex "handler" classes (temporarily or per-user), 3) control order of execution for your Apex classes, 4) support for Platform-Event and Change-Event-based triggers (for both flexibility and system performance improvements), 5) enable (time-based) performance diagnostics of your Apex code to assist with debugging and performance analysis.
Finally, our May 2025 roadmap includes an AI/LLM-based trigger-handler converter/generator:
1) convert legacy triggers to our Trigger Framework handler classes, and 2) auto-generate any new Triggers and Trigger-Handlers for you!
NOTE: this extension is not required because conversion is typically simple copy/paste. However, leveraging leading-edge AI to do this reduces perceived risk in converting legacy trigger code.
Please refer to our "SafeHarbor" page for Roadmap caveats.
Flow Control
Trigger Framework
Trigger Framework
The Flow Control product gives you configurability and control of your Flows (analogous to Trigger Framework but for Flows!):
1) Provides configurable control of recursion for your Flows (increasing your per-transaction performance and avoiding errors). Avoid Flow-recursion on a per-Flow basis or collection of flows (or all flows). Can configure to allow recursion 0-N times.
2) Disable all or subset of Flows (temporarily or per-user)
3) Disable all or subset of Flows when running Apex test (helps isolate issues)
Error Management
Trigger Framework
Error Management
The Error Management product provides comprehensive visibility (a.k.a. Observabiity) to all errors occurring in your Salesforce Org(s).
This is especially important because we have found that the Salesforce "Apex Exception Emails" feature is unreliable and has limits such that customers do not get them reliably (nor are they supported/applicable for all the error use-cases we support).
However, our Error Management surfaces and provides visibility to errors from Apex code, Flows, Lightning Components, Event-Monitor Alerts and Batch Exceptions. It then provides automated-actions and declarative configurability of how errors are handled: e.g. log records, administrator emails, Rethrow Exceptions, Rollback Transactions, platform event notifications to an external service/application, etc. We also provide a custom Error Dashboard page showing you a summary of your Error information.
Slack and MSFT Teams notifications are on our short-term roadmap for mid-summer (see SafeHarbor page for caveats).
Rules Engine
Management Hierarchy and Approval Process Simplification
Error Management
Our easy-to-use Rules Engine product gives you the ability to declaratively specify business logic that changes frequently (rather than hard-coding it in Apex or in complex Flows). The Rules Engine is simple to use and specified via Custom Metadata records, so it is also easy to quickly change or deploy. The Rules Engine is also extremely efficient. You may specify multiple Rules scenarios, and within each unique scenario, you may specify a collection of related Rules (Groups). Each Rule applies an “Operation”:
- Possible Operations are: AND, OR, Add, Subtract, Multiply or Assign
- AND & OR operations link a series of Rules together (in a Group) into a TRUE or FALSE determination
- If TRUE, then the next Add, Subtract, Multiply or Assign operation is executed
- When a Rule-Group is TRUE, it can update a Field on that Record (Text, Numeric, or Boolean) and also return a value (Text, Numeric or Boolean)
Then, simply pass in a collection of heterogeneous sObjects records into the engine specifying the Rule Scenario name (voila: 1 line of code and you get the result!).
Test Class Manager
Management Hierarchy and Approval Process Simplification
Management Hierarchy and Approval Process Simplification
Our Test Class Manager product automatically informs you of any failing Test classes (and their methods) -- e.g. in Production or Sandboxes. This is a frequent problem due to: 1) changes to the underlying data model (e.g. new required fields or new/changed validation rules, or 2) Apex code or Flows that have changed. As a result, you need to proactively and automatically know (via List-View and/or Admin-Emails) which Test classes are now failing so you can fix them. This avoids project delays as well as preventing failed deployments! The Test Class Manager can be scheduled to run daily/weekly/etc.
Management Hierarchy and Approval Process Simplification
Management Hierarchy and Approval Process Simplification
Management Hierarchy and Approval Process Simplification
Our Management Hierarchy / Approvals Simplification product provides simple and configurable control over who and how many people (in a list or hierarchy) approve an approval process. Use metadata to configure Approval Scenarios (augmenting your Salesforce Approval Processes), and which field(s) on a target-object are used to initiate that Approval Process via a list/hierarchy of approvers. Use per-scenario Management-Hierarchy records to then specify who approves these processes, and which target-object fields are auto-populated (and therefore in what order the approvals are executed per a list or hierarchy of users...typically a chain of managers). Note: this product can also be used for other Management-Hierarchy purposes other than Approvals. Examples are Custom Applications or Custom Business Logic, Contract Lifecycle Mgt, eSignature, etc.
Data Delete/Archive Tool
Optional AI-Based TRIGGER TOOL (Convert OR generate Trigger HANDLERS)
Optional AI-Based TRIGGER TOOL (Convert OR generate Trigger HANDLERS)
Use Custom-Metadata records to specify from which object data-records you want Deleted and/or Archived. We archive records securely on-platform into BigObjects at 1/20th the cost of normal Salesforce storage.
You can specify which records via a WHERE clause and/or a Rules-Engine Rule (for fine-grained control). It runs as a batch job on the schedule you want.
Optional AI-Based TRIGGER TOOL (Convert OR generate Trigger HANDLERS)
Optional AI-Based TRIGGER TOOL (Convert OR generate Trigger HANDLERS)
Optional AI-Based TRIGGER TOOL (Convert OR generate Trigger HANDLERS)
LLM-based optional/separate tool to auto-convert existing Trigger or Trigger-handler legacy code to our Trigger Framework:
- Supports both conversion and new "handler" code generation!
- Roadmap product targeted for release June 12, 2025 (see our website for caveats) via Docker (email us for the documentation).
- Choose your LLM and use your LLM credentials
Our "Best Practices Toolkit" AppExchange Listing:
Optional AI-Based TRIGGER TOOL (Convert OR generate Trigger HANDLERS)
Our "Best Practices Toolkit" AppExchange Listing:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000RgZuDEAV
NOTE: send us an email from your corporate or non-profit email address and we can send you our technical product documentation.
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