Manage Development in Your Org with Salesforce Governance FrameworkJames BurnsDirector - Platform Community Solution Advisors

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Agenda

Salesforce Governance FrameworkChange Management Design Standards

▪ Coding Standards & Design▪ Testing▪ Integration▪ Large Data Volumes▪ Security

What are the Four Key Areas of Governance?

1. Center of Excellence 2. Change Management

4. Design Standards3. Organization Strategy

Governance

Why is Governance important?

Manages Risk

Enables Agility

IncreasesControl

Cost-Effective

Drives Business

Value by AchievingKey Goals

Agenda

Salesforce Governance FrameworkChange Management Design Standards

▪ Coding Standards & Design▪ Testing▪ Integration▪ Large Data Volumes▪ Security

Traditional Development ProcessUAT

Environment

Production Data Copy for UAT

Ser

vers

Production

Ser

vers

IntegrationEnvironment

Subset of Data for Unit Testing

Ser

vers

Dev

elop

erDevelopmentEnvironment

Subset of Data for Unit Testing

Har

dwar

e co

nfig

urat

ion

Sof

twar

e co

nfig

urat

ion

Har

dwar

e co

nfig

urat

ion

Sof

twar

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nfig

urat

ion

Har

dwar

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urat

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Sof

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The Salesforce Platform Development Process

Production Data Copy for UATFull Sandbox

Subset of Data for Unit TestingDeveloper Pro

Subset of Data for Unit Testing

Developer

UATEnvironment Production

IntegrationEnvironment

Dev

elop

erDevelopmentEnvironment

What Technology Should Your Developers Use?

BusinessAnalysts

Professional

Consideran Org

Strategy

▪ Web UI▪ Change sets

▪ Eclipse plugin / Web UI▪ ANT migration

▪ Different orgs for different categories of developer

How to Automate the Whole Process?

Pre-deployment tasks

Salesforce Metadata deployment

Post-deployment tasks

Dataloader loading reference data

Create/Refresh Salesforce Sandbox

Execution EngineStarts the Build Process

Any Source Control System

= manual = automated

Agenda

Salesforce Governance FrameworkChange Management Design Standards

▪ Coding Standards & Design▪ Testing▪ Integration▪ Large Data Volumes▪ Security

How does Design Standards help to reduce Risk?

Coding Standards & Design

Security Considerations

Large Data Volumes

Integration Approaches

Test Best Practices

Do you have?Renegade Developers?

Poorly Designed Applications?Variations in Application Sharing?

Performance and Data Challenges?Compliance Requirements?

Are the areas that Coding Standards apply?

Configuration via

Code

Apex VisualForce

Declarative

ProgrammaticHybrid

Challenges

Considerations

Configuration via Code

Declarative▪ Build Data model▪ User Interface▪ Business logic

▪ Formulas▪ Validation rules▪ Workflows

▪ Reporting▪ Advantages

▪ Scalable▪ Maintainability▪ Speed▪ Do not need to be a

programmer▪ Disadvantages

▪ Fixed UI▪ It can get complex▪ Advanced business logic

need code

Programmatic▪ Trigger▪ Controllers▪ Classes▪ Custom UI▪ Advantages

▪ Flexibility▪ Strong versioning ▪ Reuse

▪ Disadvantages▪ Can get complex▪ Technical debit ▪ Testing

Challenges & Considerations▪ Skill sets

▪ Business Analysts▪ Professional Programmers

▪ Custom UI requires Apex▪ Time to market▪ Declarative Testing▪ Complex systems - declarative ▪ Security ▪ Large Data Volumes

1. Bulkify your Code2. Avoid SOQL Queries inside FOR Loops 3. Bulkify your Helper Methods4. Using Collections, Streamlining Queries, and Efficient For Loops5. Streamlining Multiple Triggers on the Same Object6. Querying Large Data Sets7. Use of the Limits Apex Methods to Avoid Hitting Governor Limits8. Use @future Appropriately 9. Writing Test Methods to Verify Large Datasets

10. Avoid Hardcoding IDs

What are APEX coding Best Practice?

#1

…Have Rock-Solid HTML, SS, & JavaScript knowledge

#2

…Do Not Support a Single, Pixel-Perfect UI on Every Browser

#3

...Are Stateless, Don’t Poll Our Servers, and Defer Difficult Work

#4

...Have Optimized SOQL

#5

...Use Standard Set Controllers

#6

...Aren’t Kitchen Sinks

#7

...Do Not Use Any Salesforce Resources

7 Habits of Highly Efficient VisualForce Pages

What are the types of Testing?

Component/

System Level

testing

UserAcceptanc

e

Strategies Environments

Testing

Performance

Tools

What is a Salesforce Testing Strategy?

Testing

Why is it Important

When should

I conduct it

Types

Roles & Responsibilities

Tools

Apex

Component

Client

IntegrationEnd to End

Functional

Regression

Type of

Testing

What is a Salesforce Testing Strategy?

Testing

Why is it Important

When should

I conduct it

Types

Roles & Responsibilities

Tools

Apex

Component

Client

IntegrationEnd to End

Functional

Regression

Type of

Testing

What is a Salesforce Testing Strategy?

What are Techniques for Optimization Performance?

Mash-ups&

Canvas

Using SOQL &

SOSL

DifferedSharing

Calculations

Deleting Data

Search

DifferedBusiness

Rules

What are the key Security Design consideration?

▪ Internal Users

▪ External Users

▪ Mobility

Application

Data

Authentication

▪ Are the requirements clearly defined?▪ Users personas defined?▪ Considerations?

▪ Integration data flow▪ Any PII data?▪ Field visibility

Integration Patterns and Practices

UI UpdateBased on

Data ChangeRemote Call-In

Batch Data Synchronizati

on

Request&

Reply

Fire&

Forget

Summary

1. Center of Excellence 2. Change Management

4. Design Standards3. Organization Strategy

Governance

Useful linksDevelopment Lifecycle Guidehttp://www.salesforce.com/us/developer/docs/dev_lifecycle/index.htm

Coding Standards http://wiki.developerforce.com/page/Apex_Code_Best_Practices

Large Data Volumeshttp://wiki.developerforce.com/page/Best_Practices_for_Deployments_with_Large_Data_Volumes

Integration Patternshttp://wiki.developerforce.com/page/Integration_Patterns_and_Practices

Visualforcehttps://dreamevent.my.salesforce.com/apex/ActivityList#a093000000VhYM0AAN

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