Moving data between systems consistently through an integration can be difficult especially given all of the limits that Salesforce throws at us!
The purpose of this blog post is talk about all of the common reasons that a Salesforce integration could fail.
When we integrate something we are connecting two applications or systems together so they can talk to each other and share data.
There’s a lot of business benefits to integrating Salesforce with other systems whether it be your enterprise resource planning system (ERP), your accounting software (Quickbooks, Simply Accounting, etc), or even your case management system.
Salesforce has really transformed a lot of companies I’ve been involved with because it’s made the sales team way more effective and allowed all people that need access to know what’s going on.
Integrating Salesforce with other apps has the potential to dramatically improve efficiency and productivity in businesses.
Salesforce orgs tend to become cluttered with technical debt and functionality that is no longer being used. The longer the technical debt and unused functionality is allowed to exist the more expensive it becomes because of confusion, complexity, and potential project delays.
In this blog post, we have a look at how to identify technical debt and how to begin removing it.
One of the most beautiful things of the Salesforce platform is that almost everything can be queried. Lightning components can be queried pretty easily.
Once you know how to do it, getting the current Record Id in a lightning component or lightning aura component is pretty easy. We simply need to implement the force:hasRecordId interface in the lightning component.
The lightning record edit form is a really great new addition to Salesforce Lightning. The lighting record edit form is a wrapper component that accepts a recordId and can display fields and labels associated to that record.
Implementing Customer Relationship Management (CRM) software is vital to growing a company’s business because having a relationship with customers is vital. In this post, I will detail how to use crm to grow your business by implementing it correctly, making sure staff are using it and providing a few really good tips to automate business processes which will help reduce costs and drive revenue.…
In Apex, there’s quite a few constraints that are strictly enforced because the platform is a shared multitenant environment. Quite a few of the limits result in runtime exceptions that can’t be handled.
For those familiar with Salesforce, it’s no secret that there’s a lot of limits. For example, there’s limits around the ViewState which were pretty painful to work around.
One of the first limits, I believe all new Salesforce developers hit is the limit for a maximum of SOQL queries that can be done.…
At Dreamforce 2014, Salesforce announced they were changing the Salesforce User Interface to make it simpler to use. The new User Interface is called Salesforce Lightning. In my blog post, What is Salesforce Lightning I cover a lot more about what it is and how development differs from using Apex and Visualforce.
If you don’t have any experience with JavaScript, it will make programming Salesforce Lightning a lot more difficult. I strong recommend having a look at my blog post Resources for Learning JavaScript before you dive into learning Salesforce Lightning because JavaScript is what’s used predominantly in the controller now.
In the last two years or so, there’s been a steady increase in the number of resources that have become available for learning lightning. I launched my first lightning component as part of an AppExchange product about a year ago and have been doing lots of lightning, react and node development since then. I believe that all Salesforce Developers will need to learn and master javascript to avoid becoming irrelevant and unemployable in the next couple of years. …
Implementing CRMS like Salesforce into an existing company can be really challenging if users aren’t interested in using it or resistant to change. I recall the first time I integrated Salesforce into an organization, we had a very difficult time getting the sales staff to actually use it. Eventually we found a way to get staff interested in using the CRM and stop using Google Docs or Excel sheets.
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It’s no secret that Salesforce Lightning is changing the way we develop for Salesforce. At Dreamforce 2014, Salesforce introduced Salesforce Lightning and it is proving to change a lot of things we do on the platform and I’m sure it will make things a lot better for users in the long term. If you aren’t already familiar with Salesforce Lightning then you need to read my post called What is Salesforce Lightning.…
In the days of early computing, it was rare that companies would have a way of communicating with their customers that would scale as the company grew. Everything went into different “data silos” that wasn’t necessarily accessible to the right person at the right moment. When I started my career, I worked on phone systems that were mostly being used by mortgage brokers that usually worked off of lists of potential customers in excel.
Usually the brokers had no insight into how things were going or would go unless they kept adding columns for notes each time they called or emailed the person. If the mortgage broker worked on a team or had a manager – it was nearly impossible to coordinate how things were going because everything was based off of the data or papers even that one employee would keep on their computer or on their desk.
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It’s not secret that Salesforce Lightning is a huge shift away from Visualforce and Apex, I feel like I’ve had to relearn years of development and lean heavily on my javascript development experienced. If you aren’t sure what Salesforce Lightning is or aren’t sure why it’s a huge shift, you need to read my blog article called what is salesforce lightning.
Third party libraries allow developers to build quickly and take advantage of other people’s abstractions to avoid having to spend time working around browser issues or etc. In JavaScript, third party libraries and code reuse are all of the rage. A third party library is basically anything your team personally write and require for your project to work. …
It’s no secret to those that know me that I read a lot and spend a lot of time gathering knowledge and honing my craft. I believe I own and have read most of the books on apex and salesforce that are available right now. Advanced Apex Programming by Dan Appleman is definitely the most advanced book for programming on Salesforce and Force.com. …
Salesforce does three major releases per year which often include hundreds of changes whether they be bug fixes or new features. Staying on top of what is changing is very difficult as the company continues to expand and is consistently enhancing the platform.
As a professional it’s part of our jobs to stay current on what is available in Salesforce and what may change in the next year or few years. …
Out of the box, Salesforce doesn’t provide an a way to rename a Salesforce Lightning Component (Aura), but don’t worry there is an easier way than creating a new one and copying everything over.
If you have been programming on the Salesforce/Force.com platform for any amount of time I’m sure you have come into contact with Apex Triggers. If not, Apex Triggers are units of code that execute whenever a database operation occurs. I’ve put together a post about Before and After Triggers that you should read if you aren’t very familiar with how triggers work.
Apex Triggers can get complicated very fast if your company has a very customized Salesforce Org. Apex Trigger Frameworks are a way of offering generic functionality that structures code in a certain way. If you were to use a building metaphor we could say that a framework is the supporting structure of the building – it’s the steel or wood shell that supports the building. Trigger Frameworks are very good at enforcing trigger best practices.…
An approval process is process that is used to approve records going into Salesforce or being modified within Salesforce. Approval processes are commonly used in companies that are publicly traded or highly regulated. Having a knowledge of how setup Approval Processes in Salesforce and how to modify them is incredibly valuable if you plan to work in finance, or government.…
Salesforce supports basically two types of clones a clone and a deep clone. We’ll go over how to notice the difference later in this post and of course how to create both types. Of course, there will also be some example code on how to create both types of clones. …
