Experiment: Refactor before Go-Live

Target Group: PMs, ISVs, ArchitectsComplexity: Advanced Easy-CPQ is coming along nicely, all MVP features are implemented, Feature Freeze is reached. Currently, people are Alpha-Testing the app. Usually, I'd go about documentation and marketing material next. This time I do it differently. Situation: I know, after Go-Live the first weeks are full of bug fixes, smaller …

Be prepared – Create Templates

Topic: Preparing SolutionsTarget Group: #JourneyToCTAComplexity: Advanced While the Salesforce ecosystem and the #journeyToCta is huge, it's not unlimited. Furthermore, some requirements and solutions are just more common than others. Web2Lead, de-duplicating, or SSO are just a few examples. I am obsessed with preparing templated solutions for the most common requirements. Doing many, many mocks, discussions, …

How I finally started mocking in tests

Topic: Mocking in Test ClassesTarget Group: Developer and ArchitectsComplexity: Advanced Every Developer has heard of mocking in tests and why you should do it. Some amazing developers even do it. I've seen the adverse effect of missing mocks in Test Classes. Writing Test Classes without mocks is a chore and therefore done poorly (by me). …

Take Control over the “Who”

Topic: Using Custom PermissionsTarget Group: Admins, Architects & DeveloperComplexity: Medium Who does what when why?These simple questions guide our requirements. Once the solution is implemented it becomes (almost) the wild west. A finance User updates Opportunities for Sales, the Service User orders products and the Marketing Intern deletes Leads. We try to keep on top …

APEX Security is easier than thought

Topic: WITH SECURITY_ENFORCED, stripInaccessible and Schema.DescribeSObjectResultTarget Group: Developers, ArchitectsComplexity: Medium Going down the ISV route taught me an important lesson, enforcing Field and Object Level Security is much easier than thought. As we all know, APEX runs in System Mode, great in some cases but really bad in most cases (IMHO). I'd love to have …