Deploying changes with other tools If we need more control over the deployment process, we can use other tools that are provided by the Salesforce platform. The first one, which is also at the core of the other methods, is the use of Metadata APIs. This is a set of APIs that are used to…
Author: zeusexam
Deploying changes with packages
Deploying changes with packages Packages are like change sets but without the constraint that states that organizations should all be children of the same production organization. This means that change sets are not available on Developer Edition organizations, whereas packages are, and that we can only deploy metadata that is isolated from the destination organization’s…
Deploying changes with change sets 2
Did we forget something? Let’s say that everything has been set up (although it hasn’t—don’t worry, we’ll understand why shortly). Click on the Upload button to send the change set to the destination organization: The change set is now being uploaded to the Production organization and a notification email will be sent to inform you…
Deploying changes with change sets
Deploying changes with change sets In the previous section, we talked about the metadata changes that are deployed into a chain of sandboxes until the final production release. There are different ways to achieve a metadata deployment: Unlike change sets and packages, the other ways require you to master a developer’s attitude. Let’s start with…
About sandbox flow architectures
About sandbox flow architectures Partial Copy and Full sandboxes require an additional license to be purchased (contact your Salesforce account manager for more information). There is no mandatory sandbox configuration setup, but let’s have a look at what we can design. Take a look at the following sandbox architecture, which can be adapted to most…
Developer sandbox – Certified Advanced Salesforce Admin Exam Guide
Developer sandbox This sandbox is used mainly for the development process. It contains a copy of all the production metadata but no records at all (exceptions include users, for instance). Having no access to real production data allows administrators and developers to safely develop their features without worrying about how data should be handled. The…
Change Management – Certified Advanced Salesforce Admin Exam Guide
Change Management It’s important to provide your team with a safe place to implement new features using sandboxes. They should learn to master change management with change sets and learn which other tools can be used to move organization configurations from one organization to another. It is equally important to learn how to pull and…
High-volume community users
High-volume community users High-volume community users do not have roles, which removes any performance degradation related to sharing calculations with external users: they are not affected by the number of roles that are selected in the Communities Settings page. The related user licenses are Customer Community, High Volume Customer Portal, and Authenticated Website. But how…
Sharing within Salesforce communities
Sharing within Salesforce communities Before closing this chapter, a few words should be said on how sharing is handled in communities. You should already be aware of what Salesforce communities are, but let’s provide a brief summary anyway. Salesforce communities are a way to allow external people to interact and collaborate with your business processes….
Enterprise territory management 2
From the Opportunity Territory Assignment section, you can enable a more detailed filter when setting up territory management for Opportunities. The default OppTerrAssignDefaultLogicFilter Apex class can be found in the documentation (see https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_interface_TerritoryMgmt_OpportunityTerritory2AssignmentFilter.htm) and is out of scope for this book (ask a developer to help you with the setup). Each territory has its own…