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markcane

Visualforce Controller Class Convention

A quick post to outline an informal convention for the definition of a Visualforce controller class, key maintainability characteristics being predictable structure, readability and prominent revision history. All developers have a subjective preference in this regard, however consistency is key, particularly in the Salesforce context where multiple developers/consultancies contribute to a codebase over its lifetime. […]

Salesforce Implementation Audit

This post provides an outline approach to consider when performing an internal audit of an existing (or emerging) Salesforce implementation. As an individual who specialises in the provision of such quality assurance services from an external perspective, I’m convinced that most projects would benefit from a periodic internal review, perhaps augmented by some occasional external […]

Salesforce Cross-Organization Data Sharing

As a long time Salesforce-to-Salesforce (S2S) advocate and interested follower of the Saleforce integration space the Winter ’14 pilot of cross org data sharing, or COD for short, caught my attention recently. This short post covers the essentials only, for the detail refer to the linked PDF at the end of the post. Note, the […]

Salesforce OpenID Connect

In addition to the proprietary Authentication Provider types (Facebook, Janrain, Salesforce) Winter ’14 (v29.0) added support for the OpenID Connect protocol, enabling off-platform authentication via any compatible OpenID Provider (Google, PayPal, Amazon and others). This post provides a basic implementation overview. OpenID Connect what is it? OpenID Connect is a lightweight authentication (identity verification) protocol […]

Salesforce Naming Conventions – Declarative

Updated – 2014-11-18 This post follows on from my last post on Custom Settings and provides coverage of the wider set of naming conventions I apply across the various component types of the declarative build environment. The list isn’t exhaustive or necessarily better than any other set of standards. Having a set of conventions applied […]

Custom Settings Naming Conventions

A quick post to share some thoughts on the standardisation of naming conventions applied to Custom Settings. With Custom Objects it is an obvious best practice to mirror exactly the conventions applied by the Standard Objects, there are no reasons not to adhere to this approach, none. With Custom Settings however there is no comparable […]

Salesforce Identity Connect

Over the recent years I’ve spent focused on the Salesforce architecture domain I’ve designed and implemented federated single sign-on (SSO) schemes many times (and the proprietary Delegated Authentication on rare occasions). Whilst each implementation has its nuances in terms of specific access use cases (mobile, composite app, public internet versus corporate network only etc.) and […]

Salesforce Implementation Game Plan

Whether you’re managing a commercial software development, leading a consultancy project or building an IKEA table a game plan is absolutely key to successful delivery. In the latter example IKEA recognises the importance of prescriptive guidance and supplies an instruction leaflet in the box. This however covers only one dimension of successful delivery, the ‘What’ […]

Salesforce Communities at a Glance

This long overdue post provides a quick review of the Salesforce Communities functionality which became GA in the Summer ’13 release. In my simplistic view Salesforce Communities is a way to bring external users directly into a Salesforce org in a restricted manner with a branded user-experience. This may be for collaboration purposes in the […]

Salesforce Spring ’14 Highlights

After a short period of blindly exploring a pre-release Spring ’14 org, the release notes are now available. With Salesforce1 released recently it’s unsurprising that Spring ’14 isn’t a significant release in terms of new features and that a lot of the highlights are currently at Pilot status. I expected a low-key release with incremental […]