manage development in your org with salesforce governance framework
DESCRIPTION
As your team creates more apps in your Salesforce Org, you're faced with a new set of challenges: managing a well-designed org. Join us to learn about using the practices defined in the Salesforce Governance framework, and the set of tools available for managing issues such as security, coding standards, decisions over declarative verses Apex apps, design standards, overall Org strategy, and change control. By applying these best practices, your team can continue to grow your apps to meet the continuing challenges of your company.TRANSCRIPT
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Manage Development in Your Org with Salesforce Governance FrameworkJames BurnsDirector - Platform Community Solution Advisors
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Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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Agenda
Salesforce Governance FrameworkChange Management Design Standards
▪ Coding Standards & Design▪ Testing▪ Integration▪ Large Data Volumes▪ Security
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What are the Four Key Areas of Governance?
1. Center of Excellence 2. Change Management
4. Design Standards3. Organization Strategy
Governance
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Why is Governance important?
Manages Risk
Enables Agility
IncreasesControl
Cost-Effective
Drives Business
Value by AchievingKey Goals
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Agenda
Salesforce Governance FrameworkChange Management Design Standards
▪ Coding Standards & Design▪ Testing▪ Integration▪ Large Data Volumes▪ Security
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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
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e co
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urat
ion
Har
dwar
e co
nfig
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Sof
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Har
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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
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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
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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
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Agenda
Salesforce Governance FrameworkChange Management Design Standards
▪ Coding Standards & Design▪ Testing▪ Integration▪ Large Data Volumes▪ Security
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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?
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Are the areas that Coding Standards apply?
Configuration via
Code
Apex VisualForce
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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
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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?
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#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
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What are the types of Testing?
Component/
System Level
testing
UserAcceptanc
e
Strategies Environments
Testing
Performance
Tools
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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
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What is a Salesforce Testing Strategy?
Testing
Why is it Important
When should
I conduct it
Types
Roles & Responsibilities
Tools
Apex
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Component
Client
IntegrationEnd to End
Functional
Regression
Type of
Testing
What is a Salesforce Testing Strategy?
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What are Techniques for Optimization Performance?
Mash-ups&
Canvas
Using SOQL &
SOSL
DifferedSharing
Calculations
Deleting Data
Search
DifferedBusiness
Rules
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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
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Integration Patterns and Practices
UI UpdateBased on
Data ChangeRemote Call-In
Batch Data Synchronizati
on
Request&
Reply
Fire&
Forget
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Summary
1. Center of Excellence 2. Change Management
4. Design Standards3. Organization Strategy
Governance
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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
Help & Training Course
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Surveys can be found in the “My Agenda” portion of the Dreamforce app
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