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Ähnlich wie Force Academy '19: I fell in love with clicks AND code - here's what I learned in relationship therapy
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Force Academy '19: I fell in love with clicks AND code - here's what I learned in relationship therapy
- 1. #ForceAcademyLA I fell in love with clicks AND code … here’s what I learned in relationship therapy
- 2. #ForceAcademyLA Thank you Sponsors! A big shout out to our sponsors, without them these events would not be possible:
- 3. #ForceAcademyLA#ForceAcademyLA Hello! Daniel Stange Technical Architect DIA die.interaktiven Frankfurt (DE) User Group Leader Found Salesforce boring in the dark ages - Changed my mind. You can find me at: @stangomat linkedin.com/in/danielstange/ Blog: blog.danielstange.de
- 4. #ForceAcademyLA#ForceAcademyLA • Happy (Solo) Days • Relationship <3 • Crisis! • Reconciliation Agenda
- 5. #ForceAcademyLA “Do not swear by the moon, for she changes constantly. then your love would also change.”
- 7. #ForceAcademyLA#ForceAcademyLA DEMO Our session scenario: Just a plain org with some basic “clicks not code” automations Place your screenshot here
- 8. #ForceAcademyLA Wouldn‘t it be nice if it never rained?
- 9. #ForceAcademyLA#ForceAcademyLA Which scenarios were tested? There aren‘t any issues, right? How was it tested? For which scale was it built? Operation Types Data Volume
- 11. #ForceAcademyLA#ForceAcademyLA • Apex Developers • AppExchange Packages • Integrations & Data Loads • ... and even yourself (yes, that‘s right) Who‘s in the game?
- 12. #ForceAcademyLA#ForceAcademyLA Scenarios? Again... Tests? Scale? Operations? Data Volume? Single record, positive tests from the UI with an Admin user...
- 13. #ForceAcademyLA#ForceAcademyLA DEMO A new requirement! And alas – it needs some code! Place your screenshot here
- 14. #ForceAcademyLA “Thus with a kiss I die”
- 15. #ForceAcademyLA „Just don‘t send these kinds of emails!“ 3. CRISIS
- 16. #ForceAcademyLA#ForceAcademyLA DEMO Turns out that declarative and code don’t live side by side harmonically… But why? And What can we do? Place your screenshot here
- 17. #ForceAcademyLA#ForceAcademyLA • „it‘s nothing personal“ indeed: Exceptions pop up as they happen • Team up • Keep documentation (of the system AND of incidents) Cope with Anger & Frustration
- 18. #ForceAcademyLA#ForceAcademyLA LIMITS Bring the attention of your audience over a key concept using icons or illustrations
- 19. #ForceAcademyLA Everyone shares the same set of limits Even workflow rules consume governor limits. Database interactions, rows... And CPU time! KNOW ABOUT THE LIMITS
- 20. #ForceAcademyLA#ForceAcademyLA ORDER There’s an order to everything that happens after you saved a record to the database
- 21. #ForceAcademyLA#ForceAcademyLA Know the „Order of Execution“ by heart Þ Core explanation for most common problems Þ Logic may not run (or run more than once) Þ Data may have changed Þ Inspect the operation flow in the dev console using the „Analysis Perspective“
- 22. #ForceAcademyLA#ForceAcademyLA „Order of Execution“ at a glance
- 23. #ForceAcademyLA#ForceAcademyLA „Order of Execution“ at a glance
- 24. #ForceAcademyLA#ForceAcademyLA „Order of Execution“ at a glance
- 25. #ForceAcademyLA#ForceAcademyLA RECURSION Re-Entry into previously executed logic is sometimes crucial – and sometimes terribly dangerous
- 26. #ForceAcademyLA#ForceAcademyLA Operations can (and will) run in circles Recursion is the #1 villain... Really. Use the recursion flags for Workflows and process Builder with care Map out your operations
- 27. #ForceAcademyLA#ForceAcademyLA SPREAD A Change in Data can trigger a chain reaction as it fires logic far away from the starting point
- 28. #ForceAcademyLA#ForceAcademyLA Operations tend to spread out Plan automations carefully if they are going to touch related objects and keep documentation / maps.
- 29. #ForceAcademyLA#ForceAcademyLA The Usual Suspects... • Rollup Summaries • Cross Object Workflow Updates • Implicit Rollups • (Task to LastActivityDate on Account and WhoId / WhatID) • DLRS / Rollup Helper
- 30. #ForceAcademyLA#ForceAcademyLA DEMO Supposedly simple operations can consume a massive amount of your limits Place your screenshot here
- 31. #ForceAcademyLA They lived happily Ever after 4. RECONCILIATION
- 32. #ForceAcademyLA#ForceAcademyLA CHOOSE WISELY Know when to build code, know when to save the effort
- 33. #ForceAcademyLA#ForceAcademyLA • Avoid PB / Flow for bulk operations • Use the advantage of the „before“ context in Triggers • Use „update records“ action with care if writing up or down • Minimize the number of automation types and stick with one Rule of thumb: Least complex tool to do the job
- 34. #ForceAcademyLA#ForceAcademyLA BE SPECIFIC For every automation, check for the conditions to really run the automation
- 35. #ForceAcademyLA#ForceAcademyLA • Leverage entry criteria • Leverage action criteria in Process Builder • Check for Changed Fields before running your logic Filter for exact scenarios
- 36. #ForceAcademyLA#ForceAcademyLA USE GATES Filter away everything that should not happen
- 37. #ForceAcademyLA#ForceAcademyLA • Use hidden fields to start or bypass workflows, flows and process builder nodes Flow Control in Declarative Logic
- 38. #ForceAcademyLA#ForceAcademyLA Static variables to keep track of • Operation Entry Point • Executed Units • Processed Record Ids • Units to execute (or not) Advanced stuff: Enterprise Patterns / Unit of Work Flow Control in Apex Triggers
- 39. #ForceAcademyLA#ForceAcademyLA DEMO Use clear entry conditions and prevent re-entry Place your screenshot here
- 40. #ForceAcademyLA#ForceAcademyLA ALLOW BYPASSES Once you control your automations, build ways to bypass your logic
- 41. #ForceAcademyLA#ForceAcademyLA Bypasses let you decide which logic to run next. • Exceptions from Validations • Deliberately bypass logic KNOW WHAT YOU‘RE DOING: Data Inconsistency Ahead! Bypasses to manipulate the flow
- 42. #ForceAcademyLA#ForceAcademyLA DEMO Use a Custom Permission to Bypass Validations Place your screenshot here
- 43. #ForceAcademyLA#ForceAcademyLA DEMO Use Handler bypasses in Triggers Place your screenshot here
- 44. #ForceAcademyLA#ForceAcademyLA The Work Horse: Kevin O‘Hara‘s Framework: github.com/kevinohara80/sfdc-trigger-framework Lightweight & Modern: MyTriggers: github.com/appero-com/MyTriggers Full Circle: Force DI: github.com/afawcett/force-di Trigger Handler Progression
- 45. #ForceAcademyLA#ForceAcademyLA TEST, TEST, TEST… volume, integrations, expected outcome,
- 46. #ForceAcademyLA#ForceAcademyLA DEMO Example of a test data insert, update extract and delete job. Place your screenshot here
- 47. #ForceAcademyLA#ForceAcademyLA Thank Y u! Any questions? You can find me at: @stangomat Daniel.Stange@die-interaktiven.de linkedin.com/in/danielstange/ Blog post / source code to come blog.danielstange.de and github.com/dstdia