Metadata Strategy: How I Future-Proof the Org’s Structure

Metadata Strategy: How I Future-Proof the Org’s Structure

Most admins react to requests. I prefer to design systems with a long-term metadata strategy in mind.

That means:

  • Naming conventions for all fields, flows, and objects (FieldPurpose__c, not Custom1__c)

  • Avoiding unnecessary custom objects when record types or junction objects will do

  • Grouping flows by lifecycle (create/update, scheduled, utility) and using consistent labels