Salesforce is undoubtedly an essential tool for many businesses today. If you’re a salesforce developer, then most of your work revolves around this platform. So you’ll need to know all there is to know to make the right decisions and produce your best work. This is especially true if you desire to work efficiently and achieve your full potential as a salesforce developer.
Hopefully, with the proper tips and tricks, you can reap the full benefits of this amazing tool and offer excellent service to your clients. So here are the top seven things Salesforce consultants and developers should know going forward.
1. Sharing Rule Required For All Classes
As you might be aware, Visualforce page controllers and trigger helpers always require the use of the “with sharing” keyword if you want to enforce permission and User access. However, things will change in the winter of 2021. Lighting Web Component (LWC) and Aura-based Apex classes will also be enforced.
Generally, you can run Apex classes in system mode. As a result, the credentials of the current user don’t help execute Apex logic. Also, the field-level security and user’s permissions aren’t applied automatically. Following this release, it’s necessary to ensure the sharing permission for each class enables Aura for consistency with Visualforce page controller access.
2. Make Use Of Safe Navigation Operator
Photo by Sora Shimazaki from Pexels
Salesforce developers usually worry about Null pointer exceptions. However, this will change come winter 2021, and you’ll have to resolve this using the Safe Navigation Operator. Whereas you previously need to write no less than two or three code lines to verify null exceptions, you can now do so with a single line.
3. Leverage Salesforce Dynamic Forms Building Custom Detail Page UI
Salesforce Dynamic Form isn’t a feature reserved solely for Admins. It’s also useful for developers who want to prevent redundant coding. With the Dynamic Forms, you can build intuitive and user-centric page layouts that show the right information on time. The page layout can get congested with fields without the Salesforce dynamic forms. You can position the field appropriately anywhere on the layout to avoid these congestion problems. It also helps eliminate multiple page layouts.
4. Learn The Best Practices Of Apex Recipe And LWC Recipe
You can use Apex Recipes to learn the best practices of Salesforce coding because it contains a concise library of important samples of code for different use cases. Some examples are:
- How to write excellent triggers
- How to analyze Async class
- How to make a callout
Likewise, LWC Recipes offer developers examples and codes for Lightning Web Components like the following:
- How to create a form
- How to combine two components
- How to learn to connect LWC using Apex
5. Apply Field-Level Security In Apex
Photo by Startup Stock Photos from Pexels
Salesforce uses System.AccessType class to verify CRUD access in Apex. The system has recently released the UPSERTABLE enum method in addition to this class. Also, Salesforce launched the Inaccessible trip method to help carry out object and field level checks for update and insert.
As a developer, you can use stripInaccessible to do any of the following:
- To eliminate inaccessible fields from subjects before a DML operation to prevent exceptions.
- To clean subjects that are deserialized from untrusted origins.
6. Start Using List Views
You can use List Views as the primary approach to manage various sets of data inside Objects. If you find “My Open Leads,” “Recently Viewed,” or “My Cases” will offer any value to your customers, these should be their list views. But you can also encourage the creation of custom List Views. This helps to slice and dice data in different ways to better manage customer records for better results. Having this in mind as you work can help you add more value for your clients.
7. Analyze Metrics Using Reports
Photo by Startup Stock Photos from Pexels
Most Salesforce developers can admit that their customers interact with reports quite frequently. And maybe they even create some reports too. Admins aren’t the only ones that generate reports. Therefore, setting up some reports and dashboard can help indicate some vital KPI’s and statistics. However, encouraging custom records can enhance insights gleaned from data. Some common questions to help guide you include:
- Where does the biggest deal come from?
- In what industries can most of the accounts be found?
- How long does it take to close a deal?
A Salesforce report can quickly help your customers answer all these questions and more.
Conclusion
Salesforce is always updating and adding new features for uses to explore. As a developer, you will need to remain up to date with all emerging changes to offer all clients the best service possible. With the tips listed above, you can easily distinguish yourself, satisfy customers, and consistently exceed their expectations. You can consider some of these tips as best practices and use them to exploit the full benefits of Salesforce for the highest return on investment. As a last tip, you want to think like a salesperson since Salesforce is a system dedicated to customer retention and sales.