Dan Peter

This session will help you to develop an Architect mindset by showing an elegant solution for building a rules-based record generation framework on the Salesforce platform. When a requirement arises to generate records based on other record values in Salesforce plus some rules to be applied (EX: accounting entries, accruals, bonuses / commissions), it can quickly spiral into a maintenance nightmare if you use Process Builder or Apex alone. By leveraging the power of the Custom Metadata Type's ability to relate to entities and fields, this solution allows the end users to easily maintain the rules and calculations over time as business requirements change.

This session will help you to develop an Architect mindset by showing an elegant solution for building a rules-based record generation framework on the Salesforce platform. When a requirement arises to generate records based on other record values in Salesforce plus some rules to be applied (EX: accounting entries, accruals, bonuses / commissions), it can quickly spiral into a maintenance nightmare if you use Process Builder or Apex alone. By leveraging the power of the Custom Metadata Type's ability to relate to entities and fields, this solution allows the end users to easily maintain the rules and calculations over time as business requirements change.