Data, Security, and Governance Basics
Create viewer, editor, and admin roles with intentional scope. Only grant what each role needs. Set ownership for critical assets and enable backups. Ask your IT partner to review your permission model.
Data, Security, and Governance Basics
Define required fields, use dropdowns for consistency, and validate formats. Clean inputs power reliable automations. Add notes on field purpose so future contributors understand context. Share your data rules to inspire others.
Data, Security, and Governance Basics
Check platform quotas, API rate limits, and record caps. Plan archiving and performance tests. Document dependencies so changes don’t break flows. Subscribe for our capacity planning worksheet and avoid surprise outages.