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markcane

Salesforce Summer ’16 Platform Highlights

Thankfully it’s time to start thinking Summer; the Summer ’16 (v37.0) release that is. Sporting a cheery (but perhaps more Autumnal than Summer) fireworks logo, the new release is available now for partner preview. The release notes are generally available here. The Summer ’16 sandbox preview starts early May (7th/8th), with production orgs being upgraded […]

Salesforce Omni-Channel

This post provides a technical view on the Salesforce Omni-Channel feature-set added in the Summer ’15 (beta) and Winter ’16 (GA) releases. In functional terms Omni-Channel enables use-cases where work items are proactively pushed to specific agents based on defined rules in relation to priority, capacity and availability. The model extends the traditional Queue approach […]

Salesforce Spring ’16 Platform Highlights

There’s no better way to kick-start the New Year than to indulge in a bit of release-note exploration for the upcoming Spring release. This exercise is best performed with the latest release notes to hand, a brand new pre-release org to play with and the previous release certification exams safely completed. The links below are […]

Process Builder Apex Actions

A technical best practice in the Salesforce domain is to employ Apex code predominantly as an enabler for the declarative platform capabilities. This light-touch approach is simple in concept; the minimum amount of Apex code necessary is introduced to enable non-technical build features to solution the functional requirement. In the majority case this works very […]

Custom Metadata Types – Salesforce Winter ’16

This post provides a high-level overview of the Winter ’16 enhancements to the Custom Metadata Types platform capability. Custom Metadata Types – The App Configuration Engine for Force.com There are in my view two distinct ways to consider Custom Metadata Types (CMT); firstly as analogous to Custom Settings and secondly as an architecturally significant paradigm […]

Salesforce Winter ’16 Platform Highlights

With September upon us and Dreamforce 2015 on the near horizon it’s time to dispel thoughts of sunshine and holidays and get focused on the upcoming Winter release. Whilst it’s undoubtedly depressing to be reading the word Winter in early September, there’s plenty in the new release to raise the spirits. It’s also clear that […]

Salesforce Standard Reporting (3 of 3) – Best Practices

This final post in the Salesforce Standard Reporting series outlines a selection of best practice concepts and techniques to be considered in the delivery of on-platform reporting solutions that maximise the value of the standard reporting tools. The key message of this series is simple; a solid understanding of how the Salesforce standard reporting tools […]

Salesforce Standard Reporting (2 of 3) – Report Builder

This post is the second in the Salesforce Standard Reporting series and serves to outline the capabilities and constraints of the standard Report Builder. I’m using the term Report Builder loosely here as a term that groups the majority of the on-platform standard reporting capabilities. The key message of this series is simple; a solid […]