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Best Practices

Deployment in Salesforce.com

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Still making all your changes directly in production? Then you can skip this story. 
 
For the people who work in a more professional way hereby my best practices for deploying from a sandbox to production;
So the requirements are clear, the detailed design can be made, testscripts and validation documents are being prepared and you decided to make all the configuration changes in the sandbox. Now how are you going to promote your changes to production?
  1. you can do it all by hand, and do all the work twice
  2. you can do it the old-fashioned way (like we did it in the old days ;-)), by creating a package in the sandbox, putting it (in private mode) on the AppExchange and installing the package in production
  3. By using Eclipse
  4. By using Change Sets, the new (ß) feature within Salesforce
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Change Sets in Salesforce.com
 

Importing data in Salesforce.com

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According to Salesforce.com importing data like accounts, contacts, leads and custom data via the import wizards or data loader requires a file type called CSV (Comma Separated Value). A comma separated value is a text file where the different columns are separated with a comma (Hence; the name CSV).

 

Quotes in Salesforce.com

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 Salesforce.com introduced with their Spring ’10 release a new feature which a lot of customers where asking for for a long time; quotes.

Lees meer...Quotes are a part of opportunity management so in order to work with quotes you will have to use opportunities, products and pricelists. Per opportunity you can create multiple quotes. These quotes exist out of a quote record where you can enter the quote name, expiration date, status, address information and tax and shipping costs. Besides this the quote also has quote line items which are a copy of the opportunity products. These line items can be changed, deleted or new ones added. 

 

The downside of Visualforce

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One of the big selling points of Salesforce.com is its flexibility. It’s very easy to make quick changes, move a field, change its properties, add a field, add objects, etc.

When you start using custom code in your Salesforce.com application you will lose this ability, especially when you create Visualforce pages. Visualforce is a custom user interface which is a replacement or addition to the standard Salesforce.com user interface. 

Of course you will be flexible in building the solution tailor made to your needs but the application management will become more of a hassle.