How to organize your monolithic Salesforce org using unlocked packages

salesforce-packages

Transitioning from a monolithic Salesforce org to using Salesforce Unlocked Packages is a significant step towards achieving more modular, scalable, and maintainable setups. The approach to organizing these packages can greatly influence the ease of development, deployment, and future scalability. Here are some common strategies to consider, particularly for a financial industry context: 1. Organize … Read more

OmniStudio naming convention best practices

OmniStudio

Naming conventions in Salesforce OmniStudio (formerly known as Vlocity) are crucial for maintaining clarity, consistency, and scalability, especially as your configuration becomes more complex. Below, I provide a detailed analysis of best practices for naming conventions in various OmniStudio components such as DataRaptors, FlexCards, Integration Procedures, OmniScripts, and more. 1. General Principles Consistency: Ensure names … Read more

Transitioning to OmniStudio from traditional Apex development

Salesforce OmniStudio

OmniStudio is tailored to accelerate the development of enterprise Salesforce applications by utilizing a no-code or low-code approach. For a seasoned Salesforce developer transitioning into OmniStudio, certain concepts and tools may seem different from traditional Apex or Lightning development. Here’s a comprehensive explanation of some key concepts and tools within OmniStudio: 1. DataRaptors DataRaptors are … Read more

15 security pitfalls to avoid when it comes to a successful Salesforce implementation

15 Salesforce security pitfalls

Salesforce is a powerful platform that serves as a backbone for managing customer relationships, sales processes, and business operations for thousands of companies worldwide. However, with great power comes great responsibility, especially when it comes to security. Implementing Salesforce without paying attention to security can lead to various pitfalls that could compromise sensitive data and … Read more

Feature Toggle-Oriented Development: Custom implementation vs LaunchDarkly

Salesforce Feature Toggles

Feature toggle-oriented development is a powerful methodology used to manage the release of new features in software applications, including Salesforce. This approach involves the use of feature toggles (also known as feature flags) to turn features on or off without deploying new code. This enables teams to test new features in production with selected users … Read more

Enhancing Performance and Scalability using ApexGuru

ApexGuru

ApexGuru is an innovative feature within Salesforce’s Scale Center designed to enhance the performance and scalability of Apex code, a key component of Salesforce applications. ApexGuru automates the detection of critical anti-patterns and performance hotspots in Apex code and provides AI-driven insights and prescriptive code recommendations to improve code quality and application performance. Features and … Read more

Why Using Outdated API Versions is a Bad Idea

Salesforce API Versions

A key aspect of Salesforce’s infrastructure is its use of API (Application Programming Interface) versions to manage and access its features and services. While Salesforce regularly updates its API versions to introduce new features, improve performance, and enhance security, it also maintains backward compatibility for a number of previous versions. However, relying on outdated API … Read more

Data Skew and how it is impacting the performance of your Salesforce instance

Salesforce Data Skew

Data skew in Salesforce refers to an uneven distribution of records across the database, particularly when a large number of records are associated with a single record in another table, or a small number of users. This imbalance can lead to various performance issues, especially when the skewed data involves standard Salesforce objects like Accounts, … Read more

What is IdeaExchange and why is it needed in the Salesforce Ecosystem?

Salesforce IdeaExchange

Salesforce IdeaExchange is a crucial component of the Salesforce ecosystem, serving as an innovative platform that bridges the gap between Salesforce users and the company’s product development teams. This platform embodies Salesforce’s commitment to a customer-centric approach, allowing users to directly influence the evolution of Salesforce products through the submission and voting on ideas for … Read more

Separation of Concerns (SoC) as it applies to Salesforce Apex

Separation of Concerns

The principle of Separation of Concerns (SoC) is crucial in software development, including Salesforce Apex development. It refers to the practice of organizing code in a way that separates different aspects of the application, such as the user interface, business logic, and data access layers. This approach helps in managing complexity, enhancing maintainability, and improving … Read more