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How I Use a Numbering System for Process Automation and You Should Too - Monica Sandberg

  • Courtyard Phoenix Downtown, Marriott (Virtual Conference Watch Party) 132 South Central Avenue Phoenix, AZ, 85004 United States (map)

Have you ever had an automation error, then had a hard time finding the offending Flow or Process from the list view? Can you effortlessly identify which Flow you are calling from an Action? Are you able to easily leverage Custom Meta Data in your Flows and Processes? Well, if you use a numbering system you can do all this and more!

I'm gonna spill the beans and share my numbering convention that will take your automation to the next level. Learn how to match automation solutions to CMDT, Permission Sets and Actions to leverage functionality and save you time and headaches.You'll leave with a naming convention blueprint so you too can reap the benefits of logically organized process automation that's easy to control, track and improve.

And,don't worry, you won't even have to deactivate your existing solutions the get started. I will show you a pain free way to refactor and start using this system by updating labels even if you can't yet change the API names.