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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6
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1answer
74 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, ...
3
votes
1answer
32 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
32 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 ...
1
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2answers
46 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
149 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
32 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
31 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 ...
3
votes
1answer
149 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
21 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
232 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
28 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
42 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
25 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
160 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
45 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
73 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
35 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
110 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
46 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
70 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 ...
4
votes
1answer
65 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
218 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
194 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
464 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
56 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
132 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
90 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
693 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
64 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
79 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
51 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 ...
9
votes
2answers
1k 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
242 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
715 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
411 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
244 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
565 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 ...
5
votes
1answer
398 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 ...
2
votes
1answer
119 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
214 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 ...
5
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
340 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
109 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
2k 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
30 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
442 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
241 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
459 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
89 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 ...