Tagged Questions

Referring to the use of recognized community and platform best practices. May relate to all areas of lifecycle and all development and administration activities.

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3
votes
2answers
72 views

trigger design pattern

I was watching some videos on apex best practises and I spotted some discrepancies in advice people give. I wonder how you people code your triggers. The recommendation is to have one trigger per ...
2
votes
1answer
15 views

Can I move this JavaScript function which VisualForce used out of the global namespace?

Currently looking at Refreshing Chart Data Using JavaScript Remoting Reading about JavaScript best practices, I came across the idea of keeping functions out of the global namespace, so I tried to ...
0
votes
0answers
24 views

Multiple File Data Set Import Cleaning

It is pre-Salesforce import, I have designed the Named Account structure inside Salesforce, and I have 1500 Hoover's D&B Family Trees with the same columns and headers in .xls form. What do I use ...
1
vote
1answer
70 views

How to set up views and navigation in Lightning?

What is the best way to create views in Lighting? And then, how would you navigate from one view to another? Conceptually I'm thinking that I'll have two components, ns:foo and ns:bar, and essentially ...
3
votes
1answer
17 views

Generic account owner considerations - record skew - customer portal accounts?

In our organization, accounts aren't owned, and teams are used to manage sharing of accounts. We're planning on having all accounts owned by a single generic user. According to the architect resources ...
4
votes
5answers
141 views
+100

Multiselect Picklists with many values

I have several fields in my org that require picklists with many values. Examples of values include countries, langauges, NAICS codes and the like. Multiselect picklists are limited to 150 choices, ...
4
votes
1answer
23 views

Best practices for naming unit tests [duplicate]

My organization has a mishmash of apex classes, both regular classes that execute specific business logic and test classes that execute unit tests on those regular classes. When we started developing ...
0
votes
2answers
39 views

Which code is heavy when being executed

I'm comparing records based on their dates, if the date is equal to a particular month its data goes to a particular object. Example: If this the record is in the current month then it will be saved ...
1
vote
0answers
18 views

How to hide components until data are bound in Lightning?

What is the best way to configure components or elements to be hidden until the required data binding operations have been completed in the background via Ajax? I'd like to replicate the current ...
1
vote
1answer
147 views

Why does my delete trigger cause a 'Too Many SOQL Queries' error?

I have a trigger that is supposed to see if a field is empty and, if it is empty, it is supposed to check if there is an Account Team Member with a certain role. If that is true then it is supposed to ...
1
vote
0answers
27 views

Best way to set up dependent picklists in Lightning

One common programming challenge I anticipate in Lightning is the need to set up dependent picklists. I've cobbled together one approach shown in this gist for setting up a dependent picklist, but I ...
4
votes
1answer
44 views

How to pass values across Lightning components?

What is the best way to pass, propagate or share values across Lightning components? For example, let's say I have two components ns:foo and ns:bar. Both components have the following attribute: ...
1
vote
2answers
33 views

Should all available metadata be managed in a VCS?

I'm setting up a git repository for an SFDC project across a team of developers. I think I should commit all metadata comprising the full org so we can manage changes in addition to the usual ...
1
vote
2answers
93 views

How do I test an apex trigger that sends an email

Trigger is: trigger emailtemplate on opportunity(after update) { List<opportunity> oList = Trigger.new; List<opportunity> nList = trigger.old; ...
1
vote
1answer
34 views

Change Contact Owner for Profile

I have a case in which a certain user with profile that should be able to transfer a contact even the contact is still not his own. I tried using the 'Transfer Record' in both the profile and ...
3
votes
1answer
61 views

Best Practices for Validate field in Salesforce

This is my scenario: - Object Name: Contact . - Field: -Status__c (Picklist) contains: Active ,Inactive or NULL -StatusDetail__c (Text) The requirement is whenever Status not null , we ...
2
votes
0answers
36 views

What is the Best Practice for the right Training Environment?

As we all know, good user trainings are crucial to ensure a high adoption rate and a successful CRM strategy. I'm hired quite regularly by customers to provide enduser trainings. Always there is the ...
8
votes
3answers
187 views

Checking 'Correct' Previous value method in Trigger design best practice

One of the most common questions on this forum is around trigger recursion. There are a few standard ways to prevent recursion. My method of choice when it comes to checking for field changes, is ...
1
vote
2answers
143 views

Salesforce deployment best practices

I am very new to Salesforce .In salesforce , there is no clear strategy for release management and I am asking the wider Salesforce community to help me to see if the proposed release plan is OK. The ...
5
votes
3answers
257 views

What controls the 'severity' of ApexPages.addMessages(exception)?

I'm trying to crystallize out some 'best practises' for Visualforce Page exception handling. I think, at a minimum, a page should look something like this: <apex:page ...
1
vote
2answers
46 views

Worrying about cross browser compatibility

Do we have to worry about rendering our salesforce custom page to different browser? If so, what are the things needed and to consider to solve or to have good practice developing a custom page ...
1
vote
1answer
94 views

BestPractice: Displaying Months on Visualforce Page

Is this a good practice in displaying months? Code Snippet: <b>{!CASE( IF( (MONTH(TODAY()) +3) > 12, (MONTH(TODAY()) +3) - 12, MONTH(TODAY()) +3), ...
-3
votes
1answer
78 views

Best Practices to call on-premise webservice from Salesforce

what is best way to call the on-premise ws from salesforce. How can we make the connection and do the handshaking ? Regards. Ankit
7
votes
4answers
691 views

BestPractice: Defining and populating Collections

What is the best practice when using collections. Example: This snippet: shortStudentMap = new Map<string,string>(); shortStudentMap.put('1', 'Student1'); shortStudentMap.put('2', ...
1
vote
1answer
55 views

Best practices for designing a Custom Object. Experts please adivce

I am trying to design a custom object which i'm wondering if there could be any best practices regarding object design. i.e., Custom object design: Single record with multiple fields or Many ...
10
votes
2answers
76 views

Apex Modular Programming

I have a big Apex controller of a visual force page ,2500 lines of code, so i m wondering how can i separate implemented features in different module according to the topic. DealRowEdit(Apex ...
2
votes
1answer
38 views

How do I deactivate a picklist option in Professional Edition?

I have a picklist on Opportunities called "Demo Set By", which lets us recognize the Sales Development Executive who set up a demo (not the same as the owner of the opportunity, which is the Account ...
7
votes
2answers
848 views

General trigger bulkification - best practices

A general question asked from time to time on stack exchange is question of trigger bulkification. Therefore I have 2 questions: Which best practices are you using? What is the best way to handle ...
6
votes
2answers
233 views

First trigger: coding - best practices

This is my first production trigger and I'm just wondering if there is a more efficient way to write this code. Basically, if a campaign meets the criteria in the IF statement, I want it to create a ...
1
vote
2answers
439 views

How to avoid recursive trigger other than the classic 'class w/ static variable' pattern?

How can we avoid trigger get executed again and again (recursive trigger)? One way is to have a class with static variable and have boolean value and check it is true or false and changing the boolean ...
16
votes
1answer
376 views

Does an Apex or VisualForce code style guide exist?

Has anyone written an Apex or VisualForce code style guide, in the way of the Ruby Style Guide or jslint, or PEP-8, or any number of Java guides? I'm in the process on creating one for internal use ...
10
votes
1answer
235 views

Consolidate trigger methods or not?

I have a general best practices question about triggers. I have created a handful of triggers that perform different actions but are called by the same event, such as after account ...
8
votes
3answers
422 views

apex:include vs. Visualforce component, when and why?

I recently had a reason to look more closely at the standard apex:include component in Visualforce, and I'm intrigued by the intent behind this component. Would anyone be willing to share some ...
4
votes
1answer
351 views

SOQL: prevent SOQL injection - best practices

I have a query string that is as follows(no bulkification required)... String qryString = 'SELECT Id FROM Contact WHERE (IsDeleted = false and Name like \'%' + searchText+ '%\')'; searchText is a ...
1
vote
1answer
103 views

ExactTarget v5 Salesforce Integration - Tracking Analytics and Using Campaigns

My organization recently started using the v5 ExactTarget integration with Salesforce and I'm wondering if there are some best practices on using Campaigns with ExactTarget. At this point, we only use ...
9
votes
3answers
193 views

Apex Language question

Can a beginner learn APEX without learning JAVA. at my org I work as a administrator but the boss would like me to perform some developer duties. I have been working on a trigger and the thing I ...
4
votes
2answers
1k views

Is this good coding practice?

Today I have been going through some triggers written by former consultants and it seems like they "brute force" some stuff. It may be fine that that did it this way but it seems like to me it could ...
4
votes
1answer
294 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
99 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
1k 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
27 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
3answers
320 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
23 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
226 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
380 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
83 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
51 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
275 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
67 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 ...
8
votes
3answers
1k 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 ...