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#Best Practices

11 articles tagged Best Practices.

Salesforce · Salesforce

The Apex == Trap That Breaks Map and Set Lookups

Apex's equality operator does field-by-field comparison on SObjects — except when it doesn't. The four cases that produce wrong Map and Set hits.

3 min read
ServiceNow · ServiceNow

GlideAggregate Count: Real Query Cost in 2026

GlideAggregate.getRowCount() vs GlideRecord.getRowCount() — when each is faster, with benchmark numbers from a 50M-row table.

3 min read
Salesforce · Salesforce

Custom Metadata vs Custom Settings: The Decision Guide

Clear criteria for choosing between Custom Metadata Types and Custom Settings — packaging, performance, and DX tradeoffs.

4 min read
ServiceNow · ServiceNow

Instance Clone Data Preservation: The Rules You Will Forget

An instance clone wipes the wrong table once and the team rebuilds two weeks of work. Here is the preservation rule cookbook.

2 min read
Salesforce · Salesforce

Flow Fault Handling: 6 Patterns You Actually Need

Six production-grade fault-handling patterns for Salesforce flows — what to catch, how to log it, and how to surface errors to users.

5 min read
Salesforce · Salesforce

Subflow Patterns: Reusable Logic That Actually Scales

Real patterns for designing Salesforce subflows that stay maintainable as the number of callers grows — inputs, versioning, and traps to avoid.

4 min read
CRM · General

CRM Implementation Best Practices for 2026

The phases, the people, the pitfalls — a practical implementation playbook that survives contact with reality.

3 min read
Salesforce · Salesforce

Agentforce Actions: Design Patterns That Don't Break

Principles and concrete patterns for designing Agentforce actions that the agent calls correctly and that don't fail in production.

4 min read
Salesforce · Salesforce

Validation Rules Worth Writing (And Ones That Aren't)

The validation rules that catch real bugs, the ones that just annoy users, and the patterns that make rules maintainable.

4 min read
Salesforce · Salesforce

Before-Save vs After-Save Flows: Pick the Right One

The practical differences between before-save and after-save record-triggered flows, with a decision checklist and common traps.

4 min read
Salesforce · Salesforce

Flow Entry Criteria Best Practices

How to set entry criteria on record-triggered flows to skip unnecessary executions, improve performance, and avoid hidden bugs.

4 min read