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When designing portal solutions on the Force.com platform it is imperative to understand the sharing model implications of the user licenses and related base user profiles in play. In this post I’ll outline the key considerations in respect to record access for high-volume portal user license types; Authenticated Sites (aka Platform Portal) and Service Cloud […]
In certain cases it may be desirable to have some users authenticate in the standard Salesforce manner, whilst another user population authenticates via single sign-on (SSO). This mixed authentication scheme scenario may result from rollouts to new departments etc. What are the considerations? The first concern is whether Delegated or Federated Authentication will be used […]
Not entirely a technical concern, however here I’ll quickly share some notes on public and resource calendars. 1) Resource Calendar – events can’t be added directly, instead events are added through adding the resource to events occurring on User or Public Calendars (select Resources in the search within list). A typical use case for resource […]
This tip introduces a simple pattern used by many AppExchange solutions to manipulate standard layouts. In short, a custom sidebar component is added which contains JavaScript code which manipulates the page at the DOM level. The following simple example shows how the country fields on the account layout can be changed to lists – a […]
In the very early 90s I was employed as a professional Visual Basic programmer (and no that isn’t a contradiction in terms) enjoying greatly the development of client-server accounting systems. Good times. In those days tips and tricks sites were a big part of how the community shared knowledge. Following some recent reminiscing, through this […]
The Summer ’12 release introduces some fundamental changes to the functionality of lookup relationships. In summary: 1. Optionality. Lookup relationships can now be set as mandatory (Required Attribute). This is great news in that the usual validation rule enforcement can now be forgotten. 2. Referential integrity. Prior to Summer ’12, the parent record could be […]
My own simplistic definition of an LDV scenario in the Salesforce context is in excess of 2 million records in a single object. This is a rule-of-thumb rather than prescriptive. The following Salesforce functional areas are most affected by LDV, in terms of performance, timeouts etc. : Reports Search Listviews SOQL Working with LDV : […]
The figure above shows a complex multiple org architecture (Hub-and-Spoke model). I’ll return to the drivers for multiple-org versus single org in a future post. For now let’s consider some interesting aspects of the above scenario. SSO : users log in via their Active Directory Credentials. The CORPORATE org being a SAML 2.0 Service Provider […]
With Spring ’12 the native Cloud Flow Designer went GA, flows are now also metadata API enabled (an important point for ISVs). Force.com Flow, or Visual Workflow as it’s also referred, introduces a compelling approach to business process automation for less technical projects, enabling business analysts to define complex flow logic involving data manipulation and […]
I passed the Salesforce Certified Technical Architect programme in January of this year (2012), here I’ll share general thoughts on the process and some key areas to study. Ok, so the CTA programme has 3 elements; 1. Self-certification Simple record of who you are, plus a self-assessment on domain relevant skills. Note you are required […]
