Configuration in Disguise
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Ever wanted more control of development in your org? Join us as we show admins and developers how they can configure their Orgs to have better control over development items such as Apex and Visualforce, without having to edit code. Specifically, we'll go over various configurations such as custom settings, field sets, custom labels, and flow.
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Configuration in Disguise
- 1. Configuration in Disguise Phillip Southern clicks2 code @phil7s
- 2. 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, includingany 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. Safe Harbor
- 3. • Configuration that has a meaningful impact on development. • Can view development and not know configuration is a driving factor. • Development: code or declarative What is Configuration in Disguise?
- 4. Why Configuration? Cost and Time Maintenance Complexityand Scalability Code Resource allocation andtime to complete. Who maintains code afterinitial development? More complex and to scale potentially need more code. Clicks Declarative isfast with platformtools available. No code or test automationto maintain. Regularreleases. Can build complex thingswith clicks. Limitationsare design focusednot executionfocus.
- 5. • Custom Settings • Custom Labels • Field Sets What kind of Configuration?
- 6. Similar to custom objects, custom sets of data. Custom Settings
- 7. Hierarchy and List Custom Settings Which should I use? Type Apex Use? Formula Use? Hierarchy Built-in hierarchical logic let’syou personalize forprofile oruser. Yes Yes {!$Setup.CustomSettingName__c.CustomFieldName__c} List Reusable set ofstatic data. Available Org-wide. Yes No
- 8. Custom text values, accessed in Apex, VF, and Lightning components. Custom Labels
- 9. Grouping of fields, can be added to VF pages. Field Sets
- 10. Configuration is accessible and easy. Developers may not know or are new to platform. Opportunity for engagement in process. Empower non-coders and non- developers. Less revisions and management. Easier code management. Change Control Admin Developer Both Why is this important? Why should we care?
- 11. • Id Monitoring • Picklist Value Monitoring • Turn Functionality On/Off • Sections of Fields on Visualforce Pages • Welcome Messaging Use Cases
- 12. • Edit a custom label • Edit a field set • Edit a custom setting Use Case: Visualforce page needs to show Contact and Campaign Members to edit. Demo
- 14. Custom Page with Visualforce and Apex. Custom Button on Standard Page Demo Items Configuration Purpose CustomLabel Welcome message with instructionson Visualforce page. CustomSetting – Hierarchy Single filtering valueforActive Campaign and CampaignMemberStatus. CustomSetting – List Multiple filtering valuesforCampaign type. Field Sets Display fieldsfor Contact and CampaignMemberson Visualforce page.
- 18. • Calling Flow from code. • Calling code from Process Builder and Flow. Advanced Options
- 19. Use Case: Visualforce page to let user report Account Health Status for an Account. On save of information create a case. Demo Calling Flow
- 21. • Configuration can drive Development. • Why Configuration? Cost and Time, Maintenance, Complexity and Scalability. @phil7s Github repo: http://bit.ly/configurationInDisguise Summary
- 22. Custom Settings: https://help.salesforce.com/apex/HTViewHelpDoc?id=cs_about.htm Custom Labels: https://help.salesforce.com/HTViewHelpDoc?id=cl_about.htm&language=en_US Field Sets: https://help.salesforce.com/HTViewHelpDoc?id=fields_about_field_sets.htm Clicks vs Code: https://developer.salesforce.com/blogs/engineering/2014/12/forcedotcom-declarative- development.html References
- 23. Thank you