Manage Development in Your Org
with Salesforce Governance
Framework
James Burns
Director - Platform
Community Solution Adv...
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contai...
Agenda
Salesforce Governance Framework
Change Management
Design Standards
▪ Coding Standards & Design
▪ Testing
▪ Integrat...
What are the Four Key Areas of Governance?
1. Center of Excellence

2. Change Management

Governance

3. Organization Stra...
Why is Governance important?
Manages
Risk

Enables
Agility

Drives
Business
Value
by Achieving
Key Goals

Increases
Contro...
Agenda
Salesforce Governance Framework
Change Management
Design Standards
▪ Coding Standards & Design
▪ Testing
▪ Integrat...
Traditional Development Process

Subset of Data
for Unit Testing

Subset of Data
for Unit Testing

Production Data
Copy fo...
The Salesforce Platform Development Process
Integration
Environment

UAT
Environment

Subset of Data
for Unit Testing
Deve...
What Technology Should Your Developers Use?
Business
Analysts

Profession
al

Consider
an Org
Strategy

▪ Web UI
▪ Change ...
How to Automate the Whole Process?
Create/Refresh Salesforce Sandbox

Pre-deployment tasks
Execution Engine
Starts the Bui...
Agenda
Salesforce Governance Framework
Change Management
Design Standards
▪ Coding Standards & Design
▪ Testing
▪ Integrat...
How does Design Standards help to reduce Risk?
Coding Standards
& Design

Do you have?
Large Data
Volumes

Renegade Develo...
Are the areas that Coding Standards apply?
Configuration
via
Code

Apex

VisualForce
Configuration via Code

Declarativ
e

Declarative
Programmatic
▪ Challengesmodel
Build Data & Considerations
Trigger
▪ Ski...
What are APEX coding Best Practice?
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Bulkify your Code
Avoid SOQL Queries inside FOR Loops
...
7 Habits of Highly Efficient VisualForce Pages
#
1
#
2
#
3
#
4
#
5
#
6
#
7

…Have Rock-Solid HTML, SS, & JavaScript knowle...
What are the types of Testing?

Componen
t/
System
Level
testing

Performan
ce
User
Acceptanc
e

Testing

Environme
nts

S...
What is a Salesforce Testing Strategy?
Regression

Component

Why is it
Important
Apex
Functional

Tools

End to End

Type...
What is a Salesforce Testing Strategy?
Why is it
Important
Apex

When
should
I conduct
it

Testing
Types

Tools
Roles &
Re...
What is a Salesforce Testing Strategy?
Regression

Functional

End to End

Component

Type
of
Testing

Client

Integration
What are Techniques for Optimization Performance?

Mash-ups
&
Canvas

Differed
Sharing
Calculations

Differed
Business
Rul...
What are the key Security Design consideration?
▪

Considerations?

Integration data flow

▪

Any PII data?

▪

Field visi...
Integration Patterns and Practices
UI Update
Based on
Data Change

Batch Data
Synchronizati
on

Request
&
Reply

Remote
Ca...
Summary
1. Center of Excellence

2. Change Management

Governance

3. Organization Strategy

4. Design Standards
Useful links
Development Lifecycle Guide
http://www.salesforce.com/us/developer/docs/dev_lifecycle/index.htm

Coding Stand...
We want to hear
from YOU!
Please take a moment to complete our
session survey
Surveys can be found in the “My Agenda”
port...
Manage Development in Your Org with Salesforce Governance Framework
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Manage Development in Your Org with Salesforce Governance Framework

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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.

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Manage Development in Your Org with Salesforce Governance Framework

  1. 1. Manage Development in Your Org with Salesforce Governance Framework James Burns Director - Platform Community Solution Advisors
  2. 2. Safe Harbor Safe 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.
  3. 3. Agenda Salesforce Governance Framework Change Management Design Standards ▪ Coding Standards & Design ▪ Testing ▪ Integration ▪ Large Data Volumes ▪ Security
  4. 4. What are the Four Key Areas of Governance? 1. Center of Excellence 2. Change Management Governance 3. Organization Strategy 4. Design Standards
  5. 5. Why is Governance important? Manages Risk Enables Agility Drives Business Value by Achieving Key Goals Increases Control CostEffective
  6. 6. Agenda Salesforce Governance Framework Change Management Design Standards ▪ Coding Standards & Design ▪ Testing ▪ Integration ▪ Large Data Volumes ▪ Security
  7. 7. Traditional Development Process Subset of Data for Unit Testing Subset of Data for Unit Testing Production Data Copy for UAT Servers Production Hardware configuration Software configuration Servers UAT Environment Hardware configuration Software configuration Servers Integration Environment Hardware configuration Software configuration Developer Development Environment
  8. 8. The Salesforce Platform Development Process Integration Environment UAT Environment Subset of Data for Unit Testing Developer Pro Production Data Copy for UAT Full Sandbox Developer Development Environment Subset of Data for Unit Testing Developer Production
  9. 9. What Technology Should Your Developers Use? Business Analysts Profession al Consider an Org Strategy ▪ Web UI ▪ Change sets ▪ Eclipse plugin / Web UI ▪ ANT migration ▪ Different orgs for different categories of developer
  10. 10. How to Automate the Whole Process? Create/Refresh Salesforce Sandbox Pre-deployment tasks Execution Engine Starts the Build Process Any Source Control System = manual = automated Salesforce Metadata deployment Post-deployment tasks Dataloader loading reference data
  11. 11. Agenda Salesforce Governance Framework Change Management Design Standards ▪ Coding Standards & Design ▪ Testing ▪ Integration ▪ Large Data Volumes ▪ Security
  12. 12. How does Design Standards help to reduce Risk? Coding Standards & Design Do you have? Large Data Volumes Renegade Developers? Test Best Practices Poorly Designed Applications? Variations in Application Sharing? Performance and Data Challenges? Compliance Requirements? Security Considerations Integration Approaches
  13. 13. Are the areas that Coding Standards apply? Configuration via Code Apex VisualForce
  14. 14. Configuration via Code Declarativ e Declarative Programmatic ▪ Challengesmodel Build Data & Considerations Trigger ▪ Skill sets ▪ User Interface Controllers ▪ Business Analysts ▪ Business logic Classes ▪ Professional Programmers ▪ Formulas ▪ Custom UI ▪ Custom UI requires Apex ▪ Validation rules ▪ Advantages ▪ Time to market ▪ Workflows Flexibility ▪ Declarative Testing ▪ Reporting ▪ Strong versioning ▪ Complex systems - declarative ▪ Advantages ▪ Reuse ▪ Security ▪ Scalable ▪ Disadvantages ▪ Large Data Volumes ▪ Maintainability Can get complex ▪ Speed Technical debit ▪ Do not need to be a Testing programmer ▪ Disadvantages ▪ Fixed UI ▪ It can get complex ▪ Advanced business logic need code Hybrid Challenge s Considerat ions Programm atic
  15. 15. What are APEX coding Best Practice? 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Bulkify your Code Avoid SOQL Queries inside FOR Loops Bulkify your Helper Methods Using Collections, Streamlining Queries, and Efficient For Loops Streamlining Multiple Triggers on the Same Object Querying Large Data Sets Use of the Limits Apex Methods to Avoid Hitting Governor Limits Use @future Appropriately Writing Test Methods to Verify Large Datasets Avoid Hardcoding IDs
  16. 16. 7 Habits of Highly Efficient VisualForce Pages # 1 # 2 # 3 # 4 # 5 # 6 # 7 …Have Rock-Solid HTML, SS, & JavaScript knowledge …Do Not Support a Single, Pixel-Perfect UI on Every Browser ...Are Stateless, Don’t Poll Our Servers, and Defer Difficult Work ...Have Optimized SOQL ...Use Standard Set Controllers ...Aren’t Kitchen Sinks ...Do Not Use Any Salesforce Resources
  17. 17. What are the types of Testing? Componen t/ System Level testing Performan ce User Acceptanc e Testing Environme nts Strategies Tools
  18. 18. What is a Salesforce Testing Strategy? Regression Component Why is it Important Apex Functional Tools End to End Type of Testing Testing When should I conduct it Client Types Roles & Responsibilities Integration
  19. 19. What is a Salesforce Testing Strategy? Why is it Important Apex When should I conduct it Testing Types Tools Roles & Responsibilities
  20. 20. What is a Salesforce Testing Strategy? Regression Functional End to End Component Type of Testing Client Integration
  21. 21. What are Techniques for Optimization Performance? Mash-ups & Canvas Differed Sharing Calculations Differed Business Rules Using SOQL & SOSL Deleting Data Search
  22. 22. What are the key Security Design consideration? ▪ Considerations? Integration data flow ▪ Any PII data? ▪ Field visibility ▪ Authenticat ion Users personas defined? ▪ Data ▪ ▪ Application Are the requirements clearly defined? Internal Users ▪ External Users ▪ Mobility
  23. 23. Integration Patterns and Practices UI Update Based on Data Change Batch Data Synchronizati on Request & Reply Remote Call-In Fire & Forget
  24. 24. Summary 1. Center of Excellence 2. Change Management Governance 3. Organization Strategy 4. Design Standards
  25. 25. Useful links Development Lifecycle Guide http://www.salesforce.com/us/developer/docs/dev_lifecycle/index.htm Coding Standards http://wiki.developerforce.com/page/Apex_Code_Best_Practices Large Data Volumes http://wiki.developerforce.com/page/Best_Practices_for_Deployments_with_Large_Data_Volumes Integration Patterns http://wiki.developerforce.com/page/Integration_Patterns_and_Practices Visualforce https://dreamevent.my.salesforce.com/apex/ActivityList#a093000000VhYM0AAN Help & Training Course
  26. 26. We want to hear from YOU! Please take a moment to complete our session survey Surveys can be found in the “My Agenda” portion of the Dreamforce app
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