Salesforce Developer Guide-Use of Helper/Handler class to Manage Trigger Execution

If you are working on custom application development on force.com or customizing salesforce to do event driven updates, you will end up writing quite a few triggers, and in some cases more than one trigger on the same object. In this blog I will explain how to use a Helper/Handler class when we have to write more than one trigger for the same object on the different events. I will also explain how a Helper/Handler can also help manage trigger execution. Continue reading

Posted in Apex Development, Salesforce.com.

Team Temperature – an easy way to measure your current state

Over the years I have worked on many process/org improvement initiatives with my internal teams and the client  teams as a consultant. I have used a few tools/models/techniques to assess the current state. Of all things I have used, my

Team Temperature technique for process engineering, team retrospective etc.

Team Temperature technique for process engineering, team retrospectives etc.

favorite technique is a very simple one which gives me very good insights into the current state in about 15 minutes.  It is a concept somewhat driven from Net Promoter Score (NPS) concept. I call it Team Temperature. I can’t take credit for the term as it has been used by other guys before me. Probably my variation and usage of the technique may give a heart aches to some who use it differently.

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Posted in Agile, Organization Culture, Process Change Management, process engineering, Team Collaboration.

Taking Cloud Apps to Mobile on a Budget

Cloud solutions like Salesforce.com, Netsuite, Microsoft Dynamics are doing a great job solving for the needs in different functional areas. Although they all started with non-mobile solutions, they have done a decent (not great) job extending their solutions on to the mobile devices.

Native mobile solutions by SaaS providers are somewhat meeting the needs of users from their respective functional areas. However, you are out of luck if you require access to the data and features from multiple cloud applications. You will be juggling between different native apps to get the complete picture that you looking for.
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Posted in Middleware, Mobile Integrator, Salesforce.com. Tagged with , , , , .

Salesforce.com Knowledge Management Cheat Sheet

Salesforce.com knowledge management application lets customers and internal staff find information easily. Information can be found by keyword searching or by filtering through pre-defined categories under which information is organized. This blog highlights the key aspects of knowledge management application.

Article Types

Article Type are the various templates available to create an article. It provides the layout options for the articles.  By default Salesforce comes with two article types – a) Tabs b) Table of Content. In Tabs layout the information sections are displayed as tabs and in Table of Content layout the information sections are shown as links.

  • You can create customized article types using Visualforce.
  • You have to have atleast one article type defined
  • You can add custom fields to article types that be used to managing articles.
  • It is a best practice to create different templates for different types of knowledge articles. For example, product troubleshooting can be one type and Product Information can be another type.

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Posted in Salesforce.com, Visualforce.

What makes good teams to fail?

Case Studies Project FailuresOver the years I have seen many good teams make a few common mistakes that led them to failures. In this post I have picked up 5 case studies where teams with good track record of success failed to meet their goals. These teams worked at companies of different size & culture. The project work included enterprise web application development, custom force.com application development and Salesforce.com integration with other cloud application, process change management and sales and marketing for a start-up product/services.

After seeing the teams repeating these common sense mistakes over and over again, I come to believe that common sense is not the common after all. Watch out for the early symptoms of failure and correct your course before it is too late.

http://www.mirketa.com/blog/wp-content/uploads/2013/10/TalesofFailures.pdf

 

cheers

Rajeev

Posted in Agile, Process Change Management, Salesforce.com, Visualforce. Tagged with , , , , .