The Silver Lining

Lessons & Learnings from a salesforce certified technical architect.

Archive for the ‘Packaging’ Category

Salesforce: Programmatically Populating Sample Data Post-Deployment

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I’m not sure if this concept is obvious when reading my previous post, so I thought I’d run through it with a specific example.

Rule one of packaging - Finish your bolognese first!

Let’s say that you’ve created what can only be described as an exemplary application in the form of a Managed Package. Although your user interface is beyond compare, you’d also like to populate some of your core objects with example data. Some options that immediately spring to mind are:

  1. Get the person that installs the package to call you, and you can do it post-installation.
  2. Get the person that installs the package to create sample data manually post-installation.
  3. Give the user a “Start Here” page with a call-to-action – such as a commandButton – that fetches the data from some API and parses into object data.

Option 3 is pretty excellent, especially now that you can package Remote Site Settings but I think we can do one better. And when I say better I mean simpler and with fewer potential points of failure. Read the rest of this entry »

Written by Wes

January 28, 2011 at 6:45 pm

Announcing the Salesforce Handbook

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Recently, Jeff Douglas and I saw the potential for a beginner’s book – aimed at business owners, analysts and developers, that comprehensively documents Salesforce and Force.com. There is a tonne of documentation out there and we thought “Wouldn’t it be nice to have a handbook that lightly summarised the most important areas of the platforms as well as offering some best practise advice”. We mulled it over for a time, and today we’d like to announce that we’re currently writing:

The Salesforce Handbook

A newcomer’s guide to building applications on Salesforce.com and the Force.com Platform.

Hand-in-hand with the book we’ll be publishing content from the book on a WordPress site. Here you can expect to find excerpts from the book, but also content that supplements the book e.g. areas that’ll serve as best-practice hubs with links to official documentation, blog posts that rock the party, and even superb discussion forum threads.

We’d love to get your feedback on the book as it progresses, but for now you can checkout the announcement and let us know what you think of the idea.

Salesforce Managed Packages

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This is one area of the Salesforce.com platform that I’m no fan of.

In short, you code a complex application and it’s beautiful. You marvel at the wonder of the sleek UI, the intelligent complexity of the code, and the comprehensive unit testing you’ve implemented. Now you wish to package your application up, advertise it briefly and have the customers pour in. Not so fast my friend.

Packaging can be a nightmare, and there are certain hurdles to this step that you won’t find officially documented. Read the rest of this entry »

Written by Wes

June 6, 2009 at 4:38 pm