Migrating data into and out of Salesforce orgs can be very difficult. In this talk I present a pattern for successfully planning and executing a data migration between two Salesforce orgs while avoiding some of the pitfalls and gotchas that catch out the unwary. I will discuss the four key features of a data migration […]
Often our Salesforce orgs are very tightly coupled, and within them, it’s not easy to swap out pieces of functionality when requirements change. This means development not only takes longer and costs more, but you can’t be as agile as you’d like to be. Thanks to Platform Events and Change Data Capture this no longer […]
Custom managed sharing, or programmatic sharing, is a powerful alternative when standard sharing options don’t quite fit the bill. We’ll explore how to implement effectively using code and clicks with reference to patterns described at github.com/LawrenceLoz/SalesforceSharingPatterns Managed sharing is easy to introduce but tricky to perfect, so we’ll highlight considerations and common gotchas to watch for. If […]
On an ever-evolving platform, our changes can have side effects that are hard to predict. As an Admin you need to develop a range of detective skills to investigate confusing behaviour and cryptic error messages. Unit Tests are a powerful tool that can diagnose issues in your Org, and are increasingly used with declarative features […]
Life before packages: big monolith deployments and spaghetti code. Motivation to go with DX packages. The plan: two approaches. The real story: went live with more than 20 packages. Our feedback:- Working with cutting edge technologies has its pros and cons – Complete redesign of the code and dev ops maturity required – Difficult and […]
Salesforce enables us to build highly scalable solutions using event-driven architectures. We incorporate complex processing from native Salesforce flows and perform real-time data integration with Salesforce and AWS. The session will present and demo scalable frameworks that open up endless capabilities using serverless functions: a) Platform Events & CDC triggering AWS Lambda functions via AWS […]
“My Salesforce is slow” is a common complaint by users. As you implement more and more functionality, record saving times will eventually become slower and slower. Your devs tell you only code can save you now. But there is a way without any code! In this session I will explain the concept of decoupling processes […]
CDP (Customer Data Platform) is a relatively new term, which Salesforce have started talking about alongside ‘Customer 360’. Hive has been on the CDP journey for a year, so this talk will review the need for a CDP, and explore how Hive is using this technology to drive personalised customer engagement through mobile, web, Salesforce […]