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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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
A key contributor to the successful implementation of Salesforce is an informed approach to reporting. I’ve said this many times and have been meaning to complete this short set of posts for a long time. The basic idea is that the delivery of key reports and analytics on-platform using the standard reporting tools should be […]
Once again a new release is almost upon us – this time it’s Summer ’15 with its suitably summery ice cream van logo. The rollout starts on May 8th for sandbox instances, followed by NA production instances on May 22nd. EU instances will be upgraded on June 13th. If you can’t wait until then, Summer […]
In advance of taking the Spring ’15 certification maintenance exams I’ve been reading the release notes one more time, with a focus on the broader picture, not just the platform elements and headline features that catch the eye during the pre-release phase. I tend to follow this regimen for every release and inevitably the detail […]
A fit-for-purpose sharing architecture is one of the fundamental elements that underpin a secure and performant Salesforce implementation. The sharing architecture defines the record-level visibility model and should be subject to periodic review and refinement to reflect shifting organisational factors. The most efficient sharing models make full use of implicit sharing via the Role Hierarchy, […]
