Leveraging extensive past experience in CRM, Medtech, and Life Sciences
implementations, Salesforce has compiled best practices from partners, clients, and professional
services. These insights, gathered over eight years from common mistakes and configuration
issues, aim to guide future implementations for clients, partners, and professional
services.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
Project Execution Best Practices for Life Sciences Cloud Review project implementation best practices gathered by Salesforce from partners, clients, and professional services. Adopt these insights for your own implementation.
Profile and Page Layout Best Practices for Life Sciences Cloud Life Sciences Cloud provides standard security profiles such as the System Administrator and the Standard User profiles as a template to customize security profiles for your organization.
Trigger Handler Best Practices during Data Migration Trigger handlers are important to maintain data sanity. However, keeping all trigger handlers enabled during data migration can lead to slow performance or hit governor limits. Make sure to review the trigger handler documentation and understand the purpose of each trigger handler.
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