Showing posts tagged with:

Best Practice

Salesforce ISV Environment Strategy

Please note – This content was previously posted on the audit9.com site directly and is re-published here as part of the consolidation of 2 blogs. This post provides an overview of the various environments involved in delivering ISV solutions to the Salesforce AppExchange. As will be obvious to architects working outside of the ISV domain, […]

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 […]

Implementation Guiding Principles

In most cases software implementation projects start off with a clear vision of the various macro-level influences, constraints and directives that define the shape of the project at the outset. During the initiation stage the clear, consensus view on the project principles influences fully the micro-level decisions taken in terms of architecture, solution design, resourcing, […]

Salesforce Topics

One of the more interesting (but low-key) functional enhancements to arrive on the Salesforce platform over recent releases is Topics. A Topic can be viewed as a consolidation of the collective enterprise intelligence around a specific term or theme, across both the collaboration dialogue and the business processes managed within Salesforce. In practical terms this […]

Salesforce Environment Hub

Environment Hub was announced back in August 2012 and was initially made available as a Pilot feature of the Winter ’13 release. This post follows up (some 2 years later) on my initial interest in understanding the utility Environment Hub delivers in the context of environment/user management. Environment Hub – What is it? In simple […]

Apex Unit Test Best Practice

This post provides some general best practices in regard to Apex Unit Tests. This isn’t a definitive list by any means, as such I’ll update the content over time. Top 10 Best Practices (in no order) 1. TDD. Follow Test Driven Development practice wherever possible. There is no excuse for writing unit tests after the […]

Salesforce Release Methodology – Change Control

This post presents a basic model for the control of change within a Salesforce development process. Best practice suggests that all non-trivial projects should implement some degree of governance around environment change, i.e. Change Control. This is perhaps obvious, what isn’t necessarily obvious is how to achieve effective change control without introducing friction to the […]

Technical Naming Conventions

Challenge – outside of the ISV development model there is no concept of an application namespace that can be used to group the technical components related to a single logical application. To mitigate this issue, and to provide a means to isolate application-specific components, naming schemes such as application specific prefixes are commonplace. Risk – […]