#Best Practice0 discussing

I'm on a project that's at the beginning stages of building an Org that will ultimately have a large number of users whose access rights will vary greatly by user function/role.  

The current design is to use only 1 or 2 Profiles, and manage all of the access needs via Permission Sets and Public Groups.  Is this a recommended approach?  

My concern is that certain features which are dependent on Profiles - like Field-Level Security, Record Types, etc - don't support using Perm Sets and Pub Groups.  

Is there a best practice for determining how many Profiles an org needs, out of the gates, versus Perm Sets and Public Groups?    (FYI, the current design is to not use the OOTB Role Hierarchy either...in case that impacts this decision)  

Thanks, in advance!

#Best Practices  #Object Access  #Profiles  #Profile  #Best Practice  #Best Practices Advice  #Permission Set  #Service Cloud

Any idea how to calculate the cyclometric complexity of any apex class without control flow graph in Salesforce? and how this issues will be resolved---There are high number of independent paths through the block of code

#Apex Class #Best Practice

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I am tasked with applying a large number of data fixes to our new salesforce system. Apparently the best practice is to only do data fixes through an outage window because automations such as triggers, handlers, flows, workflows, validation rules, integrations and other automations, may fire causing unwanted results and slowing the load execution time. We cannot afford the outage time. I've heard it suggested that it is possible to turn off automations on a per user basis which would allow the datafix user account to have automations turned off while other users continue i.e. no outage. This feature would need to encompass all automations else a general outage would still be needed. 

In the interim I am doing automation impact assessments to determine the data fixes that will not require an outage. No-outage data fixes are rare however!

Can the forum point me a better way to achieve low to no user impact and high data fix throughput?

Hey Guys!

I am wondering if any admin have best practices they use or follow for regression testing? We have a large Service group with many departments and have never had a formal process to follow for regression testing. I am looking to create a template to be used for consistency, but wanted to see if others have had similar issues with large companies. TIA for any tips or things to avoid!

#Regressiontesting #Bestpractice #Service #Fieldservice   

Hi all. I have some questions regarding the clinical data model.

• Care Plan: I understand that there is a difference between the EHR and the FHIR-aligned clinical data model - The former has a set of customized managed objects with EhrCarePlan__c being the one at the center of the Care Plan structure, while the latter leverages Cases with a Care Plan record type. If my understanding so far is correct, the question is: Should I use the former when I have data coming exclusively from integration with EHR, or should I consider as best practice that this is a legacy data model and all new implementations should follow the FHIR-aligned one?
• Leads: What is the difference between a CandidatePatient__c record and a Lead record in the model?
• Do you believe it's possible to use the clinical data model side by side with stock service and sales cloud in the same org provided that you properly map record types and processes (specially for cases, leads and tasks? Or would it be wiser to have them in separate orgs?

Any clarification will be deeply appreciated!

We have classified our Accounts as A, B, C or D, depending on how important they are to us. Our Contacts can have relationships with many Accounts.

For each Contact, I would like to calculate a rolled up A, B, C or D, based on all the Accounts that the Contact has a relationship with.

Does anyone have ideas on the best practice for achieving this, please?

Hi all, 

Is there any recommendations of best practice for tracking reoccurring static blocks which feature in multiple emails across a range of different journey's/single sends?

Ideally we want to track back to which email/journey it has come from without having to go in and update links for each send as it's often a dynamic content block with 40+ different links behind so it's very time consuming to create individual links.

Thank you in advance for any help,

Sarah

Hello All,

I'm thinking of make the cases OWD public for my org, but I'm concerned about the cases for the community portal.

Does anyone have similar setup can advise what is the best practice?

Thanks