Salesforce/TargetX Record Naming Standards

Tags Salesforce

General Guidance

  • All record names shall be continuous with no spaces
  • The only special character in record names shall be hyphens "-"
  • When creating parts of a record name, use capital letters to separate words, such as: "ChicoPreviewDay"

General Records

  • Standard: DepartmentCode-NameOfRecord-Semester/Month-Year
  • Example: ADMS-ApplicantReport-Fall-2017

Organization Events

  • Standard: DepartmentCode-EventName
  • Example: ADMS-CampusTour

Recurring Events

  • Standard: DepartmentCode-EventName
  • Example: ADMS-CampusTour

Communications Campaigns/Templates

  • Standard: DepartmentCode-CommunicationsType-CommunicationsAudience-Semester/Month-Year
  • Example: ADMS-DirectMail-Prospects-Fall-2017
Print Article