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Metadata Standards

A practical set of standards for Salesforce metadata: naming, structure, and governance, with the checks that keep orgs consistent and reviewable. The Automation Framework comes first because it governs how everything else changes; the remaining pages group metadata types by domain.

  • Automation Framework: the architecture standards that govern all automation in the org
  • Permissions and Security: profiles, permission sets and groups, sharing, and high-risk permission elements
  • Automation: Flows, approval processes, and the retirement of legacy automation
  • Objects and Fields: the data model, validation rules, record types, and picklists
  • Integration: connected apps, credentials, external services, and access settings
  • Settings: org settings metadata and what belongs in version control
  • User Interface: Lightning apps and pages, layouts, and actions
  • Data Management: custom metadata types, duplicate and matching rules, and data classification
  • Analytics: reports, dashboards, and report types
  • Agentforce: agents, topics, actions, and prompt templates