The tag has no wiki summary.

learn more… | top users | synonyms

3
votes
0answers
40 views

Implementing Trigger Framework(KevinOHaras)

I've been researching some best practices, and trigger frameworks and I found Kevin O'Haras TriggerHandler Framework. Now I don't fully understand it, I don't understand how to reference the Trigger ...
3
votes
1answer
30 views

VFRemoting escape option

We are currently looking into the best place to handle escaping (html encoding) when using VFRemoting. It had been suggested to us that using always the option {escape: true} was the best approach ...
3
votes
3answers
215 views

Triggers Best practices

We are experiencing performance issues on our org and over the years the size of the org (data + bus logic components like workflows, triggers, fields etc..) have grown rapidly and exponentially. We ...
1
vote
0answers
12 views

Impact of migrating instances

My org is being pushed from na14 from na12 instance, I have a checklist of items mentioned below (not a complete list). I wanted to check with folks out here who have gone through this, if I need to ...
-1
votes
2answers
31 views

Is it advisable to call Batch from trigger

I was thinking of calling a batch class from my trigger. Is is advisable to do that? As batch will have asynchronous execution with respect to trigger.
0
votes
1answer
17 views

Tracking sales data separate from account information

Sales data should be tracked somewhere separate from the Account Information, with Sales data only available to designated Users. What are solutions you would suggest for accomplishing this?
2
votes
4answers
104 views

Business logic in trigger

Why is it a bad idea to write business logic in trigger. The organization that I work for asked me to move all the business logic in to apex class and call it in a trigger. Can anyone explain me why ...
4
votes
1answer
85 views

Best Practice: Type of license for API User

Our Salesforce environment has several API users to connect with various system. We didn't set them up with Streaming APIs (I would like to..), so they run at regular intervals. Because we want to ...
1
vote
1answer
45 views

Integrating php with Salesforce

I am asked to built a web application in php where the back end database is going to be Salesforce Objects. The scenario is that "users" (can be 10,000+) would register/log in to the application and ...
0
votes
1answer
29 views

Support Level Pricing Best Practices

What are best practices around handling Support Level Pricing adders where the adders are not fixed dollar values, but percentages on top of a subscription model (+10%, +25%, etc)? Is this best ...
4
votes
1answer
152 views

custom error message in trigger-for a chatterexception

My use case is to create a more specific error message when user tries to create a chattergroup(in the background by apex). error message is for when user has reached the limit of 100 chattergroups ...
1
vote
1answer
32 views

Best Practices: Scheduled Reports

We are having issues with tons of different users trying to schedule reports, and it is causing others to not be able to schedule their reports because only 2 reports can be scheduled in 1 hour. I am ...
7
votes
3answers
235 views

What are Apex Performance Best Practices?

Is there a definitive guide somewhere that outlines the best practices for faster executing code? I am looking for specifics, like Adding elements to a Set versus to a Map Testing for null before ...
1
vote
1answer
39 views

Testing custom webservices

I develop a custom webservice[SOAP] in salesforce and I want to test that webservice. Is a testclass ok for that custom webservice or should I test additional things.
2
votes
2answers
86 views

Attach attachments to multiple records?

Is there any way to attach Notes or Attachments to multiple records? I had originally thought that the Attachement.Body field was a pointer to the location of an attachment, and I would be able to ...
4
votes
2answers
86 views

How to add an instance method to a custom SObject?

I have a custom SObject named Book. This custom Object has a few Fields: Price Pages AmountInStock How would I go about to get some methods onto Book, such as: String toXML() Boolean ...
7
votes
2answers
173 views

Reliable SOAP webservice callout

Problem I have to build a reliable integration. This means that external callouts should be delivered even if the remote SOAP webservice is down. (when the ws is online) The idea is to keep the ...
0
votes
0answers
28 views

How to make two fields searchable in lookup

I have a custom object called Study with two fields project Name and Drug. Here Project Name is lookup with some another object(Clinical Project) and second field(Drug) is lookup with Clinical ...
17
votes
2answers
577 views

How to use GIT on multi dev environment

I have previous experience using GIT in other development environment and I never had much troubles using it. We where using SVN for salesforce, however we want to migrate to GIT for the uncountable ...
4
votes
1answer
205 views

How to manage the maintenance window or downtime on API and Sites

I was searching on Google about best practices to manage salesforce downtime. But I didn't find good information. I know that salesforce has some "queues" to manage standard services like: WebToLead, ...
2
votes
0answers
531 views

Chatter in APEX (Connect API) with VF: Best practices to avoid limits

I am currently working on using "Chatter in APEX" aka ConnectApi to display feeds from custom object records in a Visualforce page. I am using one VF page with links that re-render the same page but ...
1
vote
1answer
280 views

Case Implementation on Salesforce Communities

I am currently working on an important project on Salesforce communities and one of the tabs that need to be accessible to external users is the cases object(my first crack at communities). I'm doing ...
2
votes
1answer
168 views

Production and sandbox profiles during deployment

I currently maintain two sandboxes. One is a mirror of the current production. The other is a Dev Sandbox which contains all of the new development which will be included in an upcoming release. My ...
4
votes
1answer
166 views

Efficient way to perform grouping without using aggregate SOQL queries

I have an aggregate query that groups my custom object records by 4-5 fields and then returns a sum of currency fields in each grouping. I have multicurrency enabled so this sum of the currency field ...
6
votes
1answer
265 views

The Do's and Don'ts of currency calculations in Apex

Ok, I am not a math expert, but I know about the basics of rounding problematics in programming languages. In one of my apps, I do some quite complex (math-wise and infrastructure -wise) currency ...
1
vote
2answers
51 views

Prevent LDV-problems in own ISV package by auto-indexing packaged fields

In our managed ISV package we have a custom object that in many customer orgs might run into LDV issues as the nature of this object lead to million of records. I know that Salesforce support can ...
6
votes
1answer
88 views

Best Practice to pinpoint bugs in your managed code that only occur in customer orgs

When code in a managed package fails in a customer org it does not produce logs. This is a serious problem for the ISV that needs to provide a fix but is unable to reproduce the bug in his development ...
2
votes
1answer
346 views

Best Practice with Triggers - To combine or not to combine

Just a simple question on best practices - Is it better to combine simple triggers or leave them separate. For example, I've got a trigger that updates a field based off of another field, and then a ...
1
vote
1answer
37 views

Cloning existing homepage

Are there any changes I should expect with Homepage settings like Chatter feeds,dynamic dashboards,dashboards (or) for that reason any minor components, when cloning an existing homepage component and ...
5
votes
3answers
3k views

Best practice for calling Apex methods from custom button?

I want to put a custom button on a standard detail page layout to execute Apex code, and I'm wondering if using VF page action attribute is the best practice. Here are the details. When the user ...
8
votes
2answers
3k views

Spring 13 Test methods must be in test classes Error

Is someone getting the error "Test methods must be in test classes" I am using @Istest annotation inside the class: public class someclass{ @istest public static void testme(){ ... } ...
3
votes
2answers
1k views

System.LimitException: Too many DML rows: 10001

A user is trying to update some records in Salesforce, he is getting this error: OrderHistory: System.LimitException: Too many DML rows: 10001. He added that he is not able to insert 100 records ...
1
vote
1answer
1k views

How to handle REST API JSON response

Is there a good practise, to get the Ip out of the rest JSON response: { "id" : "001D000000IqhSLIAZ", "errors" : [ ], "success" : true } What I do: HttpResponse res = h.send(req); ...
4
votes
3answers
345 views

How to best structure code so it can be run synchronously and in Batch

This question is somewhat related to my other open question on the asynch/synch topic. Assume I would have an algorithm that could tell me that for a given customer org (data volumes and other ...
7
votes
1answer
270 views

Is a TDD approach feasable on Force.com?

I recently tried to do TDD (test driven development) on Force.com and hit a limit that seems to contradict my understanding of how Salesforce.com wants us as developers to work. What I just did was ...
1
vote
3answers
413 views

Which is the best data loader for Salesforce? [closed]

Over time, I have come across three data loaders for Salesforce... Apex Data Loader, Jitterbit Data Loader, and dataloader.io to name a few. Are there any more data loaders for Salesforce? ...
18
votes
2answers
1k views

What is a good set of coding conventions for Salesforce development?

I've looked around in the Apex and Visualforce developer guides and around the web and can't seem to find any coding conventions out there. The Apex Dev guide has a section on Naming Conventions that ...
4
votes
1answer
2k views

Structure for classes to call inner or sub classes

I don't have a Java background and am working on a class where I'd like to be able to call inner classes from withing methods of the outer class. As much of Apex is implicit and I'm still learning, I ...
4
votes
2answers
146 views

If sharing rules are used should a where clause still be applied to a SOQL query?

If a portal user only has permission to access a subset of records, defined via sharing rules, should the SOQL still use a WHERE clause, or should it be left off of the query? List<MyObject__c> ...
6
votes
3answers
2k views

Number field without comma (thousands separator)

What is the Best Practice to display number field without a thousands separator (comma or period, depending on locale)? I have rejected the following ideas: Text field, because I have to write ...
6
votes
4answers
755 views

Salesforce Integration + Streaming API

The Salesforce Integration Patterns workbook suggests the use of the Streaming API to give an customer service agent a real time notification of a client payment. However the Streaming API is limited ...
0
votes
3answers
57 views

How to fetch input from many non-registered users?

Let's say I have a school that uses Salesforce to track its students data. Now I want to add the functionality that the 40+ teachers can enter the grade to the students records. Of course I cannot ...
1
vote
1answer
251 views

Naming convention

What is the best naming convention developers around have been using for defining Record names to maintain uniqueness that can also be searched easily : foreg: opportunity name : Opportunity ...
2
votes
1answer
235 views

Deploy long assignment rule from sandbox to production?

What is the easiest way to deploy long (~100 steps) assignment rule from sandbox to production? Edit: Currently it is not possible to automate this. What I am looking is for best practices to reduce ...
5
votes
2answers
1k views

Efficient way to create master-detail records

I am working on creating records for a custom object type in Salesforce. There is also a line item object which has a master-detail relationship. Invoice = Master Invoice Line Item = Detail I am ...
2
votes
4answers
3k views

Calling Apex Class from Custom Button, And Then Refreshing List View

I have added a Custom Button to the List View of the Custom Object. What is the best practice of calling an Apex Class on click of the Custom Button, and refresh the List View after execution of the ...
1
vote
3answers
472 views

Tracking Custom Field History

What is the best practice to track Custom Fields' history on Custom Objects? Edit: Also, is there any way to include Field History in Reports?
4
votes
2answers
701 views

SOQL inline query vs dynamic query

I just wanted to know weather to use inline query or dynamic query as my daily practice. I know in some cases we have to use dynamic query. But as routine practice which one to use. Any thoughts?
4
votes
2answers
164 views

Web2Case & HTML 4 Id & Name compliance

I need to provide a webteam with HTML for a web2case form, the issue is that they are sticklers for compliance and insist that I provide them with HTML4 compliant code. Unfortunately the ...
2
votes
4answers
643 views

Need help in my attempt to follow a 'best practice' for writing triggers

I have read that it is a considered a best practice when writing a trigger to have as little code as possible in the trigger itself, and to instead call a class from the trigger. I wrote a trigger ...