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

Photo by Tom Parkes on Unsplash

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

I also document why things exist—because future developers (including future me) need context, not just structure.

Clean metadata isn't just about tidiness—it’s about scalability, handoff, and trust in the platform.