Custom Metadata Tools (CMDTs) are powerful: they can be referenced in code, flows, processes, formulas and validation rules. With CMDTs, Salesforce added the capability to support relationships between a few different metadata types. Let’s dig in!
Let's explore how Salesforce provides us with additional relationship tools in the form of tweaking some standard types and providing some non-standard.
Join Mark Budzyn, Manager of Professional Services, as he explores Salesforce data relationships in this 5 part series. An attempt to corral what is most important to know about relationships in Salesforce, based on Mark's 10 years of platform experience providing Salesforce solutions to thousands of users.
Workflow rules are handy for one-off automation, but allow 8x Certified Sr. Consultant Liz Gibbons to persuade you to use Process Builder for the majority of your automation.
In an effort to work smart as we grow, I've made it my mission to dive deeper into Salesforce DX to determine if/how we should leverage its functionality to streamline the development of our applications.