Hello Team and Hello Community,

Just want to know the best practices on how to keep track on all workflows and custom functions you have in CRM. In addition to workflows, we also have After Transition tasks, workflows and custom functions in our BLueprints.

Reason I asked is that, I ran a custom function mass update and I mistakenly forgot that I have a workflow that will trigger every time a Deal is edited. End result was most of our Accounts had their billing addresses removed :(

I know I should have done this in Sandbox but I was lazy in importing all Accounts, Contacts and Deals to Sandbox.

Do you keep a spreadsheet on all your workflows and custom functions? Can you share best practices when it comes to tracking all workflows and custom functions?