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Japan dreamin' 2020 - AppExchangeプロダクト開発を続けて見えてきたプラクティス

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Salesforce で ISV/OEM アプリケーションを開発する上で気をつけるべきポイント、たどり着いた解決策について紹介する。

Practices I discovered during AppExchange product development
Here are some tips and tricks for developing ISV / OEM applications with Salesforce.

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Japan dreamin' 2020 - AppExchangeプロダクト開発を続けて見えてきたプラクティス

  1. 1. AppExchange Practices I discovered during AppExchange product development Japan Dreamin’ 2020 (2020/01/25) TeamSpirit Inc. @a_kuratani
  2. 2. 
 What to talk or not to talk about today What to talk
 AppExchange 
 Important things in AppExchange development

 
 
 Practices for developing a growing product 
 What not to talk
 
 Best Practices 
 How to make products that sell a lot #
  3. 3. Akira Kuratani / 
 @a_kuratani kuratani 
 TeamSpirit Inc. Engineering Team / Director Podcast(migration.fm) me
  4. 4. AppExchange Important things in AppExchange Development
  5. 5. Upgradeable
  6. 6. Upgradeable Why? AppExchange 
 If you provide the AppExchange application to a large number of users and continuously add features, we need to minimize the upgrade effort so that users can use the new version.
  7. 7. Growing products
  8. 8. 
 Generic Strategy Upgradeable
  9. 9. Which development style is better?
  10. 10. Declarative development or Code development
  11. 11. or Declarative development or Code development 
 
 
 
 
 

  12. 12. or Declarative development or Code development 
 
 
 
 
 
 
 

  13. 13. Which development style is better? Code development if provided continuously
  14. 14. 
 What is upgradeable? • 
 Which components of the managed package can be upgraded.
  15. 15. 
 What is upgradeable? • 
 Which components of the managed package can be upgraded. ISV 
 Peruse ISV Guide
  16. 16. Practices for developing a growing product
  17. 17. Salesforce
  18. 18. Salesforce Should we use the Salesforce standard pages? • 
 
 Once the object is defined, the list page and detail page can be used immediately. • 
 We can switch page layout by record type.
  19. 19. My Answer Salesforce Salesforce standard pages should not be used as much as possible.
  20. 20. My Answer Salesforce 
 Salesforce standard pages should not be used as much as possible. Why? 
 Page layout is not upgradeable. ✕
  21. 21. My Answer Salesforce 
 Salesforce standard pages should not be used as much as possible. How to do? Visualforce 
 
 Use upgradeable components such as Visualforce pages.
  22. 22. 
 How to implement pick-lists?
  23. 23. 
 How to implement pick-lists? • 
 Use picklist type • 
 Easy implementation • 
 Validation by item value
  24. 24. My Answer 
 Don't use pick-list type.
  25. 25. My Answer 
 Don't use pick-list type. Why? Cannot add / change / delete pick-list type item value of target organization when upgrading. ✕
  26. 26. My Answer 
 Don't use pick-list type. How to do? 1. 
 Holds data in text type. Item values are managed separately. 2. 
 Use custom metadata type pick-lists. 3. 
 Master manage.
  27. 27. My Answer 
 Don't use pick-list type. How to do? 
 
 
 
 
 
 
 
 
 
 

  28. 28. 
 How to provide reports?
  29. 29. 
 How to provide reports? • 
 Providing reports in managed packages • 
 Easy implementation
  30. 30. My Answer 
 Don’t include reports in managed packages.
  31. 31. My Answer 
 Don’t include reports in managed packages. Why? Reports cannot be upgraded. ✕
  32. 32. My Answer 
 Don’t include reports in managed packages. How to do? • 
 Provide only report type, not report • 
 
 Isolate managed packages that provide reports.
  33. 33. Conclusion
  34. 34. Conclusion • AppExchange 
 
 
 It is important to be “upgradeable” in AppExchange development. • ISV 
 Peruse the ISV guide while imagining operations.
  35. 35. Thank you Practices I discovered during AppExchange product development

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