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This diagram provides a high-level overview of Salesforce Data Architecture concepts and platform capabilities. This is the first in a five-part Salesforce Architecture reference series covering core application and system architecture topics. I hope this series provides a useful reference for Salesforce Architects or those on the journey toward this role. Salesforce Data Architecture […]
This post provides an annotated Object Model for the Salesforce Field Service Lightning product. The document was produced as part of my preparation for the Salesforce Field Service Lightning Consultant certification and is shared as-is with the community for information purposes only. Please note, the notes were written before I sat the exam so no […]
This post provides an annotated Object Model for the Salesforce CPQ product (formerly known as Steelbrick). The document was produced as part of my preparation for the Salesforce CPQ Specialist certification and is shared as-is with the CPQ practitioner community for information purposes only. Please note, the notes were written before I sat the exam […]
The biggest area of risk on any Salesforce implementation project is the data model. In my view this assertion is beyond question. The object data structures and relationships underpin everything. Design mistakes made in the declarative configuration or indeed technical components such as errant Apex Triggers, poorly executed Visualforce pages etc. are typically isolated and […]
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 […]
Experienced Salesforce technical architects will always look to declarative solution options before considering technical alternatives. This type of thinking is best practice and indicative of an architect considerate of TCO (total cost of ownership), future maintenance etc.. In my case I’ll go as far as to challenge requirements such that I can deliver a fit […]
A robust and intelligent data model provides the foundation upon which a custom Salesforce implementation can be built. Mistakes made in the functional or technical build are typically inexpensive to rectify (if caught quick enough), however a flawed data model can be incredibly time and cost expensive to mitigate. At the start of all projects […]
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 […]
