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Home > Programming > Application Development > Force.com Enterprise Architecture
Force.com Enterprise Architecture
Force.com Enterprise Architecture

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

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Table of content icon View table of contents Preview book icon Preview Book

Force.com Enterprise Architecture

Chapter 2. Leveraging Platform Features

In this chapter, we will explore some key features of the Force.com platform that enables developers to build the application more rapidly, but also provides key features to end users of the application. Using these features in a balanced way is the key to ensuring that you and your users not only get the best out of the platform today, but continue to do so in the future as the platform evolves.

A key requirement for an enterprise application is the ability to customize and extend its functionality, as enterprise customers have varied and complex businesses. You should also keep in mind that, as your ecosystem grows, you should ensure that your partner relationships are empowered by the correct level of integration options and that they need to interface their solutions with yours; the platform also plays a key role here.

As we expand our FormulaForce package, we will explore the following to better understand some of the decision making...

Packaging and upgradable components

The time taken to install your application and get it prepared for live usage by your customers is a critical phase in your customer relationship. They are obviously keen to get their hands on your new and improved releases as quickly as possible. Careful planning and awareness of which of the components you are using are packable and upgradeable are important to monitor the effort involved at this stage.

When exploring the various platform features available to you, it is important to check whether the related component type can be packaged or not. For a full list of components that can be packaged, search for the Available Components section in ISVforce Guide, referenced in the previous chapter.

https://developer.salesforce.com/docs/atlas.en-us.packagingGuide.meta/packagingGuide/

Tip

If a component type relating to a feature you wish to use cannot be packaged, it does not necessarily mean it is of no use to you or your users, as it may well be something...

Understanding the custom field features

Custom fields carry many more features than you might think; they are much more than simple field definitions you find on other platforms. Having a good understanding of a custom field is the key to reducing the amount of code you have to write and improving the user experience and reporting of your application's data.

Default field values

Adding default values to your fields improves the usability of your application and can reduce the number of fields needed on the screen, as users can remove fields with acceptable defaults from the layouts.

Default values defined on custom fields apply in the native user interfaces and Visualforce UIs (providing the apex:inputField component is used) and in some cases, through the APIs. You can define a default value based on a formula using either literal values and/or variables such as $User, $Organization, and $Setup.

Let's try this out. Create a Year text field on the Season object as per the following...

Understanding the available security features

The platform provides security controls to manage the accessibility of functionalities in your application and also the visibility of the individual records it creates. As an application provider, your code has a responsibility to enforce security rules as well as to provide integrations that help administrators configure security easily. This section is not aimed at taking a deep dive into the security features of the platform, but is more an aid in understanding the options, best practices, and packaging implications.

One of the key checks the security review process described in the previous chapter makes is to scan the code to ensure that it is using the appropriate Apex conventions to enforce the security rules administrators of your application configure, as not all security checks are enforced automatically for you.

This chapter discusses the following two categories of security as provided by the platform:

  • Functional security: Security...

Platform APIs

Salesforce provides a number of APIs to access and manipulate records in its own objects that belong to applications such as CRM; these APIs are also extended to support Custom Objects created by admins or provided by packages installed in the subscriber org. Salesforce dedicates a huge amount of its own and community-driven documentation resources you can reference when educating partners and customer developers on the use of these APIs. Thus, it is important that your application works well with these APIs.

Platform APIs are enabled for Enterprise Edition orgs and above, though if you have a need to consume them in Professional or Group Edition orgs, Salesforce can provide a Partner API token (following security review completion) to enable their use; this is unique to your application and so does not provide access for code other than yours.

Typically, unless you are developing an off-platform utility or integration to accompany your application, you may not find your application...

Localization and translation

It is important to take localization and translation into consideration from the beginning as it can become difficult and costly to apply it later. Fortunately, the platform can do a lot of work for you.

Localization

When using the native user interface, it automatically formats the values of the numeric and date fields according to the Locale field on the user profile. Visualforce pages using the apex:outputField and apex:inputField components will automatically format values, and outputting local sensitive values in any other way will need to be handled manually in your Apex Controller code or in your JavaScript code.

Tip

It's not always possible to use the Visualforce apex:inputField and apex:outputField tags as described earlier in this chapter. For example, if the information you are displaying is not contained within a Custom Object field, but in some calculated view state in your Apex Controller. The format methods on various type classes such as Date...

Packaging and upgradable components

The time taken to install your application and get it prepared for live usage by your customers is a critical phase in your customer relationship. They are obviously keen to get their hands on your new and improved releases as quickly as possible. Careful planning and awareness of which of the components you are using are packable and upgradeable are important to monitor the effort involved at this stage.

When exploring the various platform features available to you, it is important to check whether the related component type can be packaged or not. For a full list of components that can be packaged, search for the Available Components section in ISVforce Guide, referenced in the previous chapter.

https://developer.salesforce.com/docs/atlas.en-us.packagingGuide.meta/packagingGuide/

Tip

If a component type relating to a feature you wish to use cannot be packaged, it does not necessarily mean it is of no use to you or your users, as it may well be something...

Understanding the custom field features

Custom fields carry many more features than you might think; they are much more than simple field definitions you find on other platforms. Having a good understanding of a custom field is the key to reducing the amount of code you have to write and improving the user experience and reporting of your application's data.

Default field values

Adding default values to your fields improves the usability of your application and can reduce the number of fields needed on the screen, as users can remove fields with acceptable defaults from the layouts.

Default values defined on custom fields apply in the native user interfaces and Visualforce UIs (providing the apex:inputField component is used) and in some cases, through the APIs. You can define a default value based on a formula using either literal values and/or variables such as $User, $Organization, and $Setup.

Let's try this out. Create a Year text field on the Season object as per the following screenshot...

Understanding the available security features

The platform provides security controls to manage the accessibility of functionalities in your application and also the visibility of the individual records it creates. As an application provider, your code has a responsibility to enforce security rules as well as to provide integrations that help administrators configure security easily. This section is not aimed at taking a deep dive into the security features of the platform, but is more an aid in understanding the options, best practices, and packaging implications.

One of the key checks the security review process described in the previous chapter makes is to scan the code to ensure that it is using the appropriate Apex conventions to enforce the security rules administrators of your application configure, as not all security checks are enforced automatically for you.

This chapter discusses the following two categories of security as provided by the platform:

  • Functional security: Security...

Platform APIs

Salesforce provides a number of APIs to access and manipulate records in its own objects that belong to applications such as CRM; these APIs are also extended to support Custom Objects created by admins or provided by packages installed in the subscriber org. Salesforce dedicates a huge amount of its own and community-driven documentation resources you can reference when educating partners and customer developers on the use of these APIs. Thus, it is important that your application works well with these APIs.

Platform APIs are enabled for Enterprise Edition orgs and above, though if you have a need to consume them in Professional or Group Edition orgs, Salesforce can provide a Partner API token (following security review completion) to enable their use; this is unique to your application and so does not provide access for code other than yours.

Typically, unless you are developing an off-platform utility or integration to accompany your application, you may not find your application...

Localization and translation

It is important to take localization and translation into consideration from the beginning as it can become difficult and costly to apply it later. Fortunately, the platform can do a lot of work for you.

Localization

When using the native user interface, it automatically formats the values of the numeric and date fields according to the Locale field on the user profile. Visualforce pages using the apex:outputField and apex:inputField components will automatically format values, and outputting local sensitive values in any other way will need to be handled manually in your Apex Controller code or in your JavaScript code.

Tip

It's not always possible to use the Visualforce apex:inputField and apex:outputField tags as described earlier in this chapter. For example, if the information you are displaying is not contained within a Custom Object field, but in some calculated view state in your Apex Controller. The format methods on various type classes such as Date, DateTime...

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Page 1 of 11

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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

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Mar 31, 2017
Length: 504 pages
Edition : 2nd
Language : English
ISBN-13 : 9781786465054
Vendor :
Salesforce
Category :
Programming
Languages :
Apex
Concepts :
Application Development
Tools :
Force.com

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Product Details

Publication date : Mar 31, 2017
Length: 504 pages
Edition : 2nd
Language : English
ISBN-13 : 9781786465054
Vendor :
Salesforce
Category :
Programming
Languages :
Apex
Concepts :
Application Development
Tools :
Force.com

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Table of Contents

14 Chapters
1. Building, Publishing, and Supporting Your Application Chevron down icon Chevron up icon
1. Building, Publishing, and Supporting Your Application
Required organizations
Introducing the book's sample application
Package types and benefits
Creating your first managed package
Package dependencies and uploading
Becoming a Salesforce partner and benefits
Introduction to AppExchange and listings
Installing and testing your package
Licensing
Providing support
Customer metrics
Trialforce and Test Drive
Summary
2. Leveraging Platform Features Chevron down icon Chevron up icon
2. Leveraging Platform Features
Packaging and upgradable components
Understanding the custom field features
Understanding the available security features
Platform APIs
Localization and translation
Building customizable user interfaces
E-mail customization with e-mail templates
Process Builder, Workflow and Flow
Social features and mobile
Summary
3. Application Storage Chevron down icon Chevron up icon
3. Application Storage
Mapping out end user storage requirements
Understanding the different storage types
Reusing the existing Standard Objects
Importing and exporting data
Options for replicating and archiving data
External data sources
Summary
4. Apex Execution and Separation of Concerns Chevron down icon Chevron up icon
4. Apex Execution and Separation of Concerns
Execution contexts
Apex governors and namespaces
Where is Apex used?
Separation of Concerns
Patterns of Enterprise Application Architecture
Unit testing versus system testing
Packaging the code
Summary
5. Application Service Layer Chevron down icon Chevron up icon
5. Application Service Layer
Introducing the Service layer pattern
Implementation of design guidelines
Handling DML with the Unit Of Work pattern
Services calling services
Contract Driven Development
Testing the Service layer
Calling the Service layer
Summary
6. Application Domain Layer Chevron down icon Chevron up icon
6. Application Domain Layer
Introducing the Domain layer pattern
Implementation design guidelines
Domain class template
Implementing Domain Trigger logic
Implementing custom Domain logic
Object-oriented programming
Testing the Domain layer
Calling the Domain layer
Updating the FormulaForce package
Summary
7. Application Selector Layer Chevron down icon Chevron up icon
7. Application Selector Layer
Introducing the Selector layer pattern
Implementing design guidelines
The Selector class template
Implementing the standard query logic
Implementing custom query logic
Introducing the Selector factory
Updating the FormulaForce package
Summary
8. User Interface Chevron down icon Chevron up icon
8. User Interface
Which devices should you target?
Introducing Salesforce Standard UIs and Lightning
Leveraging the Salesforce standard UIs
Generating downloadable content
Generating printable content
Client server communication
Managing limits
Object and field-level security
Managing performance and response times
Using the Service layer and database access
Considerations for using JavaScript libraries
Custom Publisher Actions
Creating websites and communities
Mobile application strategy
Custom reporting and the Analytics API
Updating the FormulaForce package
Summary
9. Lightning Chevron down icon Chevron up icon
9. Lightning
Building a basic Lightning user interface
Lightning architecture
FormulaForce Lightning Components
Making components customizable
Integrating with Lightning Experience
Lightning Out and Visualforce
Integrating with communities
Testing
Updating the FormulaForce package
Summary
10. Providing Integration and Extensibility Chevron down icon Chevron up icon
10. Providing Integration and Extensibility
Reviewing your integration and extensibility needs
Force.com platform APIs for integration
Application integration APIs
Exposing Lightning Components
Extending Process Builder and Visualflow
Alignment with Force.com extensibility features
Extending the application logic with Apex interfaces
Summary
11. Asynchronous Processing and Big Data Volumes Chevron down icon Chevron up icon
11. Asynchronous Processing and Big Data Volumes
Creating test data for volume testing
Indexes, being selective, and query optimization
Skinny tables
Asynchronous execution contexts
Volume testing
Summary
12. Unit Testing Chevron down icon Chevron up icon
12. Unit Testing
Comparing Unit testing and Integration Testing
Dependency Injection, Mocking, and Unit Testing
Writing Unit Tests with the Apex Stub API
ApexMocks and Apex Enterprise Patterns
Summary
13. Source Control and Continuous Integration Chevron down icon Chevron up icon
13. Source Control and Continuous Integration
Development workflow and infrastructure
Developing with Source Control
Hooking up Continuous Integration
Releasing from Source Control
Automated regression testing
Summary
Index Chevron down icon Chevron up icon
Index

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Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.5
(6 Ratings)
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Geff Mar 04, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
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 Amazon
Xi Xiao Sep 25, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
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.
Amazon Verified review Amazon
Mitchell Conquer Dec 09, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
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.
Amazon Verified review Amazon
F. Pindar Oct 18, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
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.
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Shaun Lavery Aug 07, 2019
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
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.
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About the author

Profile icon Andrew Fawcett
Andrew Fawcett
LinkedIn icon Github icon
Andrew Fawcett is a product management executive with a strong engineering background. With over 30 years of experience, he has held various roles, covering coding, architecture, tooling, benchmarking, and platform design. Currently, he is the VP of Product Management at Salesforce and holds the Salesforce Certifi ed Platform Developer II certifi cation. He leads product development for Heroku and Functions, blogs, contributes to open source, and has public-speaking experience. His interests include retro computing, amateur electronics, and LEGO collecting.
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FAQs

How do I buy and download an eBook? Chevron down icon Chevron up icon

Where there is an eBook version of a title available, you can buy it from the book details for that title. Add either the standalone eBook or the eBook and print book bundle to your shopping cart. Your eBook will show in your cart as a product on its own. After completing checkout and payment in the normal way, you will receive your receipt on the screen containing a link to a personalised PDF download file. This link will remain active for 30 days. You can download backup copies of the file by logging in to your account at any time.

If you already have Adobe reader installed, then clicking on the link will download and open the PDF file directly. If you don't, then save the PDF file on your machine and download the Reader to view it.

Please Note: Packt eBooks are non-returnable and non-refundable.

Packt eBook and Licensing When you buy an eBook from Packt Publishing, completing your purchase means you accept the terms of our licence agreement. Please read the full text of the agreement. In it we have tried to balance the need for the ebook to be usable for you the reader with our needs to protect the rights of us as Publishers and of our authors. In summary, the agreement says:

  • You may make copies of your eBook for your own use onto any machine
  • You may not pass copies of the eBook on to anyone else
How can I make a purchase on your website? Chevron down icon Chevron up icon

If you want to purchase a video course, eBook or Bundle (Print+eBook) please follow below steps:

  1. Register on our website using your email address and the password.
  2. Search for the title by name or ISBN using the search option.
  3. Select the title you want to purchase.
  4. Choose the format you wish to purchase the title in; if you order the Print Book, you get a free eBook copy of the same title. 
  5. Proceed with the checkout process (payment to be made using Credit Card, Debit Cart, or PayPal)
Where can I access support around an eBook? Chevron down icon Chevron up icon
  • If you experience a problem with using or installing Adobe Reader, the contact Adobe directly.
  • To view the errata for the book, see www.packtpub.com/support and view the pages for the title you have.
  • To view your account details or to download a new copy of the book go to www.packtpub.com/account
  • To contact us directly if a problem is not resolved, use www.packtpub.com/contact-us
What eBook formats do Packt support? Chevron down icon Chevron up icon

Our eBooks are currently available in a variety of formats such as PDF and ePubs. In the future, this may well change with trends and development in technology, but please note that our PDFs are not Adobe eBook Reader format, which has greater restrictions on security.

You will need to use Adobe Reader v9 or later in order to read Packt's PDF eBooks.

What are the benefits of eBooks? Chevron down icon Chevron up icon
  • You can get the information you need immediately
  • You can easily take them with you on a laptop
  • You can download them an unlimited number of times
  • You can print them out
  • They are copy-paste enabled
  • They are searchable
  • There is no password protection
  • They are lower price than print
  • They save resources and space
What is an eBook? Chevron down icon Chevron up icon

Packt eBooks are a complete electronic version of the print edition, available in PDF and ePub formats. Every piece of content down to the page numbering is the same. Because we save the costs of printing and shipping the book to you, we are able to offer eBooks at a lower cost than print editions.

When you have purchased an eBook, simply login to your account and click on the link in Your Download Area. We recommend you saving the file to your hard drive before opening it.

For optimal viewing of our eBooks, we recommend you download and install the free Adobe Reader version 9.