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Empower your CRM team with Best Practices and 150% Annual ROI !
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 March 2025 Roadmap includes a new VSCode & Codebuilder IDE Extension using robust AI/LLM technology to automatically:
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)
2) disable Flows (temporarily or per-user)
Error Management
Trigger Framework
Error Management
The Error Management product provides greater visibility to errors occurring in your Salesforce Org(s). It surfaces and provides visibility to errors from Apex code, Flows, Lightning Components, System/Security Alerts or Batch Exceptions. It then provides automated-action 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.
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). It 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 list of heterogeneous sObjects records into the Rules.evaluate() method 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 Contract Lifecycle Mgt, eSignature, Document Mgt, etc.
Simple Data Delete/Archive Tool
Our "Best Practices Toolkit" (a.k.a. "Blackbelt Toolkit") AppExchange Listing:
Our "Best Practices Toolkit" (a.k.a. "Blackbelt Toolkit") AppExchange Listing:
This product automatically runs a prebuilt generic scheduled Apex-batch job to Delete (and optionally archive) selected Object data. If you want to delete and/or archive your data, we use an Archive BigObject (BigObject data is very inexpensive and largely unused by customers) to hold onto your legacy data until you want to purge it. You can specify the Archive/Delete criteria on a per-object basis in the Archiver custom-metadata records. You may also leverage our Rules Engine to be more specific about which records are deleted and/or archived.
Our "Best Practices Toolkit" (a.k.a. "Blackbelt Toolkit") AppExchange Listing:
Our "Best Practices Toolkit" (a.k.a. "Blackbelt Toolkit") AppExchange Listing:
Our "Best Practices Toolkit" (a.k.a. "Blackbelt Toolkit") AppExchange Listing:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000RgZuDEAV
NOTE: there is a PDF available on our listing that provides more detailed product information.