As your Salesforce instance grows, you’ll appreciate following a standard naming convention.

What exactly is a naming convention and why would you bother?

It’s a standard on how to name your objects, fields, buttons, permission sets, flows, flow variables, apex classes, apex variables, reports, and so on.

A common naming convention ensures your Salesforce instance doesn’t look like it was built by a dozen different admins, each with their own language on how to name things.

Imagine seeing a list of flows with names such as:

  • “Opportunity Created – Before Save”
  • “Update the related contacts when the account becomes inactive”
  • “Trigger flow that runs daily – v2 on Nov 15, 2023”
  • “ScreenFlow_NewOptyOnAccountPage”

Shoot me now…

Your naming convention can be shared with new Salesforce participants, as part of their on-boarding process. Then review their initial work to ensure they are following the convention.

Creating a naming standard is most useful at the start of a new Salesforce implementation. However, it’s not too late in the middle of a project, or during an improvement sprint. Just be cautious with renaming API names, as they may be tied to integrations.

The takeaway
Having a naming convention is helpful for creating standards and consistent deliverables. The convention itself doesn’t really matter, only that your team is following it.

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Salesforce