With the powerful Salesforce sharing features, you can support collaboration within your organization while keeping sensitive information secure. And while you must always balance collaboration with security, there are situations in which you might need to make absolutely sure that record access is limited to a very small number of people, regardless of their position within the corporate hierarchy. In this post, you’ll learn about the sharing features and strategies you can use to do just that. Continue reading
Tag Archives: Best Practices
As an experienced Salesforce architect or developer, your job is as dynamic as your organization and its users. You don’t just need to design a sharing model, Force.com applications, and SOQL queries that meet your company’s current security, page performance, and data requirements; you must also design an architecture that can scale to support your organization’s future data volumes and user bases.
So why chance facing additional work and long wait times later, or wishing that you had a time-traveling Delorean to hop in? Just attend Technical Enablement’s sessions and workshops at Dreamforce to learn a few performance-related best practices, test what you learned in a hands-on environment, and scale your organization to success. Continue reading
Every day, the Technical Enablement team works with customers like you to review their architectures and help them solve implementation challenges on the Salesforce platform. One of those implementation challenges involves a seemingly simple platform feature: formula fields. Under the hood, poorly designed formula fields can consume a lot of resources, lead to slow query response times, and hurt your users’ productivity.
We see these problems in many of our customer cases, and we know that the best way to avoid them involves learning both what makes formula fields efficient and how to build efficient formula fields. If you’re a developer, architect, or administrator who wants to build lightning-fast formula fields, you’ll want to attend our intermediate-level Dreamforce session, “Revving Up the Force.com Formula Engine,” and its associated workshop. Continue reading
Agents widely use the Salesforce Console on a day-to-day basis while working with several entities like cases, accounts, leads etc. They spend almost the entire day within the console, opening and closing several tabs. Considering this, the end user performance of the application becomes vitally important. In this write-up, I have presented my observations when comparing the performance of the Salesforce Console in various browsers in a typical contact center environment. Continue reading
One advantage of the Force.com platform is that it allows you to develop applications quickly and easily using both standard and custom features, such as custom Visualforce pages and Apex classes.
But how can you test whether your application can scale to meet the needs of your growing user base? The Force.com platform includes a framework for creating and running test classes, but when you need to account for larger volumes of data and more demanding application conditions, you might need to move a level beyond unit testing. This blog post helps you plan for growth by outlining your application testing options, explaining which ones you should use and when you should use them, and suggesting how you should work with salesforce.com Customer Support to maximize your tests’ effectiveness and value. Continue reading
Do you use a long list of filters in your reports or SOQL statements to exclude “noisy” data from your query results? Do you wonder why your requests take so long to run, even when they return only a few hundred rows? You might be able to overcome your performance issue with indexed formula fields, which this blog post explains in detail. Continue reading
When you need to load a very large amount of data into Force.com quickly, you want to ensure that each insert is as efficient as possible. With appropriate preparation and post-processing, you can disable data validation and enrichment operations while loading–without compromising your data integrity or business rules. Continue reading
Case Management brings together ad hoc teams to assess, diagnose and resolve customer issues. And, SLAs (Service Level Agreements) drive resolution urgency. But, what happens if issues aren’t communicated in a timely manner? What about the liabilities associated with missing your SLAs? Continue reading
Learn how salesforce.com makes it easy for engineers to work on what challenges and excites them. Opportunity Open Market makes it easy for anyone in the salesforce.com Technology organization move to a new team. This post explains how the program came about and how it works. Continue reading
Salesforce uses a central Group object to manage visibility related to the Role Hierarchy, Territory Hierarchy, Public Groups and Queues. When administrative changes occur in these areas a group membership lock is taken to ensure data integrity is maintained while complex sharing calculations are completed. The following activities take out group membership locks for the duration of their transaction:
- Role creation
- Role deletion
- Moving a role in the hierarchy
- Adding a user to a territory
- Removing a user from a territory
- Moving a territory in the hierarchy
- Territory deletion
- Territory creation