Force.com Enterprise Architecture: Architect and deliver packaged Force.com applications that cater to enterprise business needs , Second Edition

Andrew Fawcett

€49.99

4.5 (6 Ratings)

Paperback Mar 2017 504 pages 2nd Edition

Andrew Fawcett

€49.99

4.5 (6 Ratings)

Paperback Mar 2017 504 pages 2nd Edition

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Force.com Enterprise Architecture

Chapter 1. Building, Publishing, and Supporting Your Application

The key for turning an idea into reality lies in its execution. From having the inception of an idea to getting it implemented as an application and into the hands of users is an exciting journey, and one that constantly develops and evolves between you and your users. One of the great things about developing on Force.com is the support you get from the platform beyond the core engineering phase of the production process.

In this first chapter, we will use the declarative aspects of the platform to quickly build an initial version of an application that we will use throughout this book, which will give you an opportunity to get some hands-on experience with some of the packaging and installation features that are needed to release applications to subscribers. We will also take a look at the facilities available to publish your application through Salesforce AppExchange (equivalent to the Apple's App Store) and finally provide end user support.

We will then use this application as a basis for incrementally releasing new versions of the application throughout the chapters of this book, building on our understanding of enterprise application development. The following topics outline what we will achieve in this chapter:

Required organizations
Introducing the book's sample application
Package types and benefits
Creating your first managed package
Package dependencies and uploading
Introduction to AppExchange and creating listings
Installing and testing your package
Becoming a Salesforce partner and its benefits
Licensing
Supporting your application
Customer metrics
Trialforce and Test Drive

Required organizations

Several Salesforce organizations are required to develop, package, and test your application. You can sign up for these organizations at https://developer.salesforce.com/. Though in due course, as your relationship with Salesforce becomes more formal, you will have the option of accessing their Partner Portal website to create organizations of different types and capabilities. We will discuss this in more detail later.

It's a good idea to have some kind of naming convention to keep track of the different organizations and logins. Use the following table as a guide and create the following organizations via https://developer.salesforce.com/. As stated earlier, these organizations will be used only for the purposes of learning and exploring throughout this book:

Username	Usage	Purpose
`myapp@packaging.my.com`	Packaging	Though we will perform initial work in this org, it will eventually be reserved solely for assembling and uploading a release.
`myapp@testing.my.com`	Testing	In this org, we will install the application and test upgrades. You may want to create several of these in practice, via the Partner Portal website described later in this chapter.
`myapp@dev.my.com`	Developing	In a later chapter, we will shift development of the application into this org, leaving the packaging org to focus only on packaging.

Note

You will have to substitute myapp and my.com (perhaps by reusing your company domain name to avoid naming conflicts) with your own values. You should take the time to familiarize yourself with andyapp@packaging.andyinthecloud.com.

The following are other organization types that you will eventually need in order to manage the publication and licensing of your application. However, they are not needed to complete the chapters in this book:

Usage	Purpose
Production/CRM Org	Your organization may already be using this org for managing contacts, leads, opportunities, cases, and other CRM objects. Make sure that you have the complete authority to make changes, if any, to this org since this is where you run your business. If you do not have such an org, you can request one via the Partner Program website described later in this chapter by requesting (via a case) a CRM ISV org. Even if you choose to not fully adopt Salesforce for this part of your business, this type of org is still required when it comes to utilizing the licensing aspects of the platform.
AppExchange Publishing Org (APO)	This org is used to manage your use of AppExchange. We will discuss this a little later in this chapter. This org is actually the same Salesforce org you designate as your production org, and is where you conduct your sales and support activities from.
License Management Org (LMO)	Within this organization, you can track who installs your application (as leads), the licenses you grant them, and for how long. It is recommended that this is the same org as the APO described earlier.
Trialforce Management Org (TMO) and Trialforce Source Org (TSO)	Trialforce is a way to provide orgs with your preconfigured application data so that prospective customers can try out your application before buying. It will be discussed later in this chapter.

Typically, the LMO and APO can be the same as your primary Salesforce production org, which allows you to track all your leads and future opportunities in the same place. This leads to the rule of APO = LMO = production org. Though neither of them should be your actual developer or test orgs, you can work with Salesforce support and your Salesforce account manager to plan and assign these orgs.

Introducing the book's sample application

For this book, we will use the world of Formula 1 motor car racing as the basis for a packaged application that we will build together. Formula 1 is, for me, the motor sport that is equivalent to enterprise applications software, due to its scale and complexity. It is also a sport that I follow. My knowledge of both of these fields helped me when building the examples that we will use.

We will refer to our application as FormulaForce throughout this book, though please keep in mind Salesforce's branding policies when naming your own application, as they prevent the use of the word "Force" in the company or product titles.

This application will focus on the data collection aspects of the races, drivers, and their many statistics, utilizing platform features to structure, visualize, and process this data in both historic and current contexts.

For this chapter, we will create some initial Custom Objects and fields, as detailed in the following table. Do not worry about creating any custom tabs just yet. You can use your preferred approach to create these initial objects. Ensure that you are logged in to your packaging org (we will use the development org later in this book).

Object	Field name and type
`Season__c`	`Name` (text)
`Race__c`	`Name` (text) `Season` (Master Detail Lookup to `Season`)
`Driver__c`	Name (text)
`Contestant__c`	`Name` (Auto Number CONTEST-{00000000}) `Race` (Master Detail Lookup to `Race`) `Driver` (Lookup to `Driver`)

The following screenshot shows the preceding objects within the Schema Builder tool, available under the Setup menu:

Introducing the book's sample application

Key benefits

Explore the lightning framework, advanced application life cycle processes, and testing
Use the Force.com platform to build truly integrated, scalable, and robustly engineered applications focused on enterprise-level customer demands
Using the Lightning technology to deliver modern and responsive user experiences targeting multiple devices through Lightning Experience and Salesforce1 Mobile.
Step-by-step, work on examples to get you building your own ready-to-install packaged application

Description

Companies of all sizes have seen the need for Force.com's architectural strategy focused on enabling their business objectives. Successful enterprise applications require planning, commitment, and investment in the best tools, processes, and features available. This book will teach you how to architect and support enduring applications for enterprise clients with Salesforce by exploring how to identify architecture needs and design solutions based on industry standard patterns. There are several ways to build solutions on Force.com, and this book will guide you through a logical path and show you the steps and considerations required to build packaged solutions from start to finish. It covers all aspects, from engineering to getting your application into the hands of your customers, and ensuring that they get the best value possible from your Force.com application. You will get acquainted with extending tools such as Lightning App Builder, Process Builder, and Flow with your own application logic. In addition to building your own application API, you will learn the techniques required to leverage the latest Lightning technologies on desktop and mobile platforms.

Who is this book for?

This book is for advanced Force.com developers and architects who need to understand the Salesforce platform from the perspective of enterprise-level requirements. A prior understanding of Apex and Visualforce is a must. Those familiar with other enterprise software ecosystems will also find this book ideal as they adopt Force.com.

What you will learn

• Package, install, test, and upgrade an application
• Define architecture-aligning data storage and functional requirements
• Develop Apex code that is easy to navigate, self-documenting, testable, robust, and organic
• Leverage your application's clientagnostic Service layer backbone to support numerous platform areas
• Get the most from hosting your application within the Lightning Experience and Salesforce1 Mobile clients
• Apply querying, indexing, and asynchronous best practices
• Leverage mocking and dependency injection in your Apex tests
• Explore tips for developing advanced applications

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Product Details

Publication date, Length, Edition, Language, ISBN-13

Publication date : Mar 31, 2017

Length: 504 pages

Edition : 2nd

Language : English

ISBN-13 : 9781786463685

Vendor :

Salesforce

Category :

Programming

Languages :

Apex

Concepts :

Application Development

Tools :

Force.com

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Amazon verified reviews

Geff Mar 04, 2019

A bit more geared towards ISV than I would have liked - I was expecting general best practices about the Salesforce platform - but very comprehensive, well documented, and all around contains information that is and will remain useful for a long time.

Amazon Verified review

Xi Xiao Sep 25, 2019

The entire book uses one solid example.Readers see how this sample application evolves along with the chapters, it feels like the author, Andy, is sitting in front and hand-holding to guide me how to "think" and "build" a scalable application from scratch.

Mitchell Conquer Dec 09, 2018

I am building an app for the Salesforce app exchange and this book walks you though everything you need to know to build a successful app. I had Apex dev experience before but have never tried building an app for the app exchange and this book was exactly what I needed. I recommend using the FFLIB libraries they mentioned. They save a ton of time and teach pretty sophisticated concepts by example in a way that lets you be able to do it yourself later.

F. Pindar Oct 18, 2017

Andrew is a genius on the Salesforce platform. Well respected in the community. I give this book to all my Salesforce developers that work for me.

Shaun Lavery Aug 07, 2019

Book does a good job explaining concepts and reasons behind them but formatting issues makes inline code examples challenging to read. Spaces have been removed and/or alignment issues require more time to process and you to download the source code for easier reading. [Edit] - another negative, many pages are stuck together near the bottom of the page causing lots of page tears.

Force.com Enterprise Architecture: Architect and deliver packaged Force.com applications that cater to enterprise business needs , Second Edition

What do you get with Print?

Force.com Enterprise Architecture

Chapter 1. Building, Publishing, and Supporting Your Application

Required organizations

Note

Introducing the book's sample application

Page 1 of 14

Key benefits

Description

Who is this book for?

What you will learn

Product Details

What do you get with Print?

Product Details

Frequently bought together

Table of Contents

Recommendations for you

Customer reviews

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Force.com Enterprise Architecture: Architect and deliver packaged Force.com applications that cater to enterprise business needs , Second Edition

What do you get with Print?

Contact Details

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Key benefits

Description

Who is this book for?

What you will learn

Product Details

What do you get with Print?

Contact Details

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Product Details

Packt Subscriptions

Frequently bought together

Table of Contents

Recommendations for you

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About the author

FAQs