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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5
votes
2answers
100 views

Is there a more efficient way of getting an object by related list?

I've started programming in Salesforce in January 2015. Most of my code uses this methodology : : List<String> accountIds = new List<String>(); for(Account account : accounts) { ...
1
vote
2answers
19 views

Using field tooltips - What's best practice? [closed]

What's the best practice for when/if to add field help text? Should every field have help text or only the fields where the field label is not self-explanatory? Note: This is a business question, ...
5
votes
3answers
948 views

Efficiency of List.size() > 0 vs. !List.isEmpty()

Anyone have any data to support a claim for which of the following two expressions is more efficient (meaning faster)? The use case is determining whether a List is empty to inform an auxiliary method ...
6
votes
4answers
185 views

One Trigger Approach: Any Logic in Trigger?

I am getting my head around really using a single trigger approach and I appreciate that minimal logic should be in the trigger. I'm already using utility classes but I'm used to including filtering ...
2
votes
2answers
140 views

Why (seealldata=true) results into more code coverage?

I wrote a trigger to prevent more than n incidents for a client(lookup to user) at any point of time. trigger CountLimit on Incident__c (after insert,after update,after undelete) { Set<Id> ...
0
votes
2answers
64 views

Fire Trigger Only When Stages Moves to Closed Won

I have the trigger class below and I would like it to fire only when an Opportunity Stage is changed to Closed Won. Can anyone help me figure out how to do this? I have an if statement, but it fires ...
0
votes
1answer
28 views

Using Product and Pricebooks without set Product Prices

I need to see best practices for our pricing model. We have a SAAS company without a set price. All of our product pricing is dependent on the size of the company that signs up. So I'm not sure how to ...
4
votes
2answers
129 views

How do I access Custom Settings in Apex?

If I have a hierarchical custom setting: Custom_Page__c With one field: Url__c Using apex, how can I surface this field in a visualforce page? Can I just query it as if I was querying a custom ...
0
votes
1answer
16 views

Enabling Enhanced Lookups

Does anyone know of any disadvantages (or compelling reasons NOT to enable) Enhanced Lookups? I don't see any references to such information in Google and Stack Exchange searches. My knee-jerk ...
1
vote
1answer
30 views

Salesforce code kata

Personally I find the repetitive execution of some simple exercise very helpful to me: a good way to learning. Even if I'm totally ok with programming (java, javascript) I'm totally new to ...
1
vote
1answer
31 views

Best practice (UAT) testdata

I was wondering what your opinions are about UAT testdata in case there's no Full Copy Sandbox available. As far as I'm aware there's two options: Developing a testdata factory, which tries to mock ...
0
votes
2answers
30 views

Dealing with legacy data violating validation rules

In a traditional database, constraints will be applied to all data in the database. In Salesforce, however, validation rules only apply to data that has changed. As I update my schema, I also update ...
2
votes
2answers
186 views

Time-dependent workflow error handling

Question: How are errors (validation rules, addError in triggers etc.) handled by time-based workflows? And are there any best practices regarding time-based workflow error handling? Example: In my ...
0
votes
1answer
159 views

Translation, Localization and Internationalization Best Practices

There are plenty of things to keep in mind when trying to allow translation, localization and internationalization (t8n, l10n, i18n) in any framework. Salesforce has a whole infrastructure built ...
7
votes
1answer
164 views

Best practices for custom controller actions

Many times I've came across the following issue: should I use one custom controller for all the actions for some sObject or some area, or maybe there should be separate controllers for editing, ...
5
votes
1answer
52 views

Is it feasible to create a “universal join” object?

In a blog addressing the implementation of Milestones PM into an existing Org, Reid Carlberg suggests the creation of a "universal join object." In essence, this object effectively facilitates type ...
2
votes
1answer
52 views

Best Practise: Data Migration

I want to run a data migration using dataloader. I have changed the structure of my database and now I need to migrate the data. I am just wondering what is generally done in terms of testing the ...
2
votes
2answers
102 views

What are the best practices for Triggers

My requirements are: Upon creation of Accounts there is a trigger that creates a contact with specific record type Organization Donor Proxy I wanted to create another trigger on Account after ...
3
votes
3answers
319 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
41 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
36 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 ...
7
votes
2answers
380 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 ...
4
votes
1answer
58 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 ...
5
votes
6answers
551 views

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
35 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
43 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 ...
2
votes
0answers
43 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
222 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
99 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
153 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
43 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
177 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
83 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
100 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 ...
5
votes
1answer
127 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
371 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 ...
3
votes
2answers
345 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
1k 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
99 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
287 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
132 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
700 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
92 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
94 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
105 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 ...
12
votes
2answers
2k 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
263 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 ...
2
votes
2answers
1k 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 ...
17
votes
1answer
512 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 ...
11
votes
1answer
281 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 ...