Introduction to Salesforce DX
Mar07

Introduction to Salesforce DX

Developers are always source-driven people. Salesforce DX (developer experience) enables the developer to work with any externalized source – even incorporating version control. “What is Salesforce DX ? It is an open standard developer experience, letting you build with the tools you love including Git, Selenium, Eclipse, Sublime, and more. Salesforce DX includes an updated Eclipse integrated development environment (IDE) that significantly expands the value of the toolset to developers. However, the development process is source-driven. Moreover DX not only allows them to collaborate with other members of team. Moreover, the environment for a developer never works in perpetuity – something that the developer can simply dispose of, on project completion. It is this combination of the environment and the source code that leads to faster development of mobile apps -something that is a yearned by a developer always. Finally, it is a packaging model that is used to aid in the distribution of changes – across environments.The below figure shows some of the core principles around which modern software delivery is centred around. Let us now find out more on the advantages of Salesforce DX: Advantages of Salesforce DX The advantages of Salesforce DX are: Salesforce DX has a source-driven development process, This allows to test the features with agility and confidence. Salesforce DX helps developers build together in teams. In many ways, it brings together the best of the Force.com and Heroku developer experiences. It’s a new approach that supports team collaboration with a focus on quality, predictability, and an open and standardized development lifecycle on Salesforce. The advantage for this is that it enhances productivity and a faster development – thereby decreasing the time to market the product or service. A core theme of Salesforce DX is letting developers choose the tools they want. For example, we’re investing in making the Force.com IDE a best-in-class solution, but with Salesforce DX and our new command-line interface, you can use the text editor or IDE of your choice, along with the CLI, to develop your app. It’s up to you. When it is time to  test your development work, then a Salesforce DX uses a scratch org and pushes the metadata. This scratch org, otherwise known as developer server.- serves only the purpose of testing and validation. There must be automated test runs for each of the change sets for your application. This is named as continuous integration(CI). This is for ensuring quality before any corrupt changes makes it way into the source repository. Following are some of benefits of the scratch org: It is easy to integrate scratch org into a CI process. The scratch orgs are...

Read More
Salesforce Requirements Gathering Techniques for Small and Mid Size Projects
Feb26

Salesforce Requirements Gathering Techniques for Small and Mid Size Projects

Sunday Morning, I finally got some time to be back to my fav work of sharing knowledge via blogs. This week I was able to get involved into a rapid-fire requirement gathering session of straight 2.5 hrs and was able to get to the requirements, pain points/ top 5 show stoppers and immediate solution as well. My specialty is suggesting solutions and approach within the process of understanding the problem with my past experience of solving similar problems or NEW features being launched by SalesforceTM every Release cycle. How Do I Gather Requirements? A project in a software development company starts with the Requirements Gathering phase. I have created a unique requirement gathering question and answers fill in the blanks I always take down with me in a meeting.  The requirements are gathered by the Business Analyst which is most of the time me and my team, employing a set of techniques. Sometimes there is a diverse set of techniques to be applied. All this is to accurately comprehend the requirements from the client or the other stakeholders in the organization. There is a need to choose the right technique and this changes from one stakeholder to another. In this post, I will narrate the various methods that our team at Cloud Analogy employs – to understand the client needs in a precise manner. Let me share with you about my experience with a client named Eric Wilson, for gathering requirements. I will highlight the various approaches, I resorted to. But before we go into further details, let me tell you something about Cloud Analogy. About Cloud Analogy Cloud Analogy is a Salesforce Consulting Company with a team of Salesforce certified experts – architects, developers, designers in handling various projects. It has worked in various domains – finance, healthcare, real estate and has shown an unprecedented level of growth in the last few years of its operations. The team comprise of talented Salesforce professionals who have developed world-class applications in Salesforce technology, as well as mobile app development. It has maintained its winning spree by handling some of the complex projects, from clients all over the world. Let us now delve, right into these approaches of requirements gathering – resorted by Cloud Analogy. What are the Approaches Adopted? The approaches adopted by us are: 1. Fixing a Facilitated Session a. Client Requirements b. Solution Provided 2. Scope of Training 3. Request for Proposals (RFPs)1. Fixing a Facilitated Session The clients come to know about our profiles from Upwork or some other sources say our websites, social media posts etc. They fix up an appointment with us through Calendly. We...

Read More
Winning Demo Jam Session at India Dreamin 2018 – Another Milestone Achieved.
Jan10

Winning Demo Jam Session at India Dreamin 2018 – Another Milestone Achieved.

Cloud Analogy is a Salesforce Consulting company formed in 2015. It offers customized solutions using Salesforce technology. It has developed some wonderful mobile apps as it treads on the path of continuous success – striving ahead of its competitors. Cloud Analogy was the Gold Sponsor for this year’s India Dreamin 2018. This was a spectacular event that was conducted in the local time zones – yet an internal event. An event that was participated by the Salesforce Community – networking with the peers and students, who participated. In this years, Cloud Analogy showcased its app Pintags in the AppExchange, along with big names such as Cognizant, Fully-Verified which is doing KYC verification using video call and others. These were exhibited in the Demo Jam session of India Dreamin 2018. There was a description of the Pintags app. About the Pintags App The Pintags app is about creating tags, for important records, high cost opportunities, critical cases and region wise accounts. It is a very useful feature that is present in Classic but not in Lightning. This app developed by Cloud Analogy is developed for creating tags for records, in the Lightning experience. The app from the AppExchange has to be installed and then configured. The tags can be used for any of the objects in Salesforce say the Leads. There are lots of reports generated for the end user through this app. An example to cite would be viewing all the tags record wise – for all the objects. It is possible to create a tagwise report. The reports can be of any of the following four formats – tabular, summary, joined and matrix. There is a drag and drop feature that works for creating the reports. The reports will show consolidated grand total amounts. The Proud Winners Finally, the time came to announce the winner of the Demo JAM session. Cloud Analogy performed this time too. They emerged as winners of the session. And believe us it was for the first time. For everyone at Cloud Analogy it was an incredible moment of cheering for all – that too someone with a first-time experience in a Demo Jam...

Read More
Magnify Your User Experience With Lightning Flow
Dec26

Magnify Your User Experience With Lightning Flow

Before we proceed to educate our readers on “How to Enhance User Experience with Lightning and Flow ?”. Let us understand “What is Flow?” in terms of Salesforce and Lightning experience. Flow is nothing but a tool in Salesforce that can configure and can even be compared with a tool like Visio – the only difference is it can do some activities like data query, update and delete records and make complex logical decisions as well. Although it is similar to Process builder but it is important to remember that it comes with screens. The users simply provide some input, in the form of a preconceived logic. It is here that you need to use Lightning runtime that can be turned on any org – even in Classic. This in what turns on an engaging look to Flow. Lightning runtime will have the look and feel of the Lightning experience. Next, we will find “How to setup Lightning Runtime?”. How to setup Lightning Runtime? Just Navigate to setup and arrive at process automation settings – for putting on the Lightning runtime. However, this cannot be done when flow is embedded in some Visualforce page – one that alters the CSS.  This enables flow to run in the Classic environment. However, there are certain questions that prop up in our minds – as to why Lightning component get used in the Flow. Why Use Lightning Components in Flow? Afterall, Lightning components are codes, so what then is the point to use them in flow. Flows are not good at displaying of lists say an account list. So, it becomes easier for the Lightning component to display. It is definitely much easier than writing any code or integrating with Salesforce page. In this post, we will highlight on some of the outstanding features of flow. 1. Flow in Tab In Lightning, we can create a dedicated page which has an embedded flow in it. There is no Visualforce side involved into this, whatsoever. You need to go the Lightning app builder from the Set up. Create a new Lightning page by choosing an app page. This is just for the flow. You need to save and activate this page. You can now run this flow tab, in your mobile client running as your mobile menu. 2. Actions in Flow They are predefined fields but looks like a button. You need to create a new action in the objects section and a flow type. But there is one thing that is important here to remember that once the flow is created there exists no way to manually determine an input variable. So, you need to use a variable...

Read More
Salesforce Basics Product Selling Business Process
Nov13

Salesforce Basics Product Selling Business Process

Product or Service Selling are the two most prominent types of business taking place on Planet Earth. Salesforce CRM out of box is sufficient enough for any selling business process. You are new to Salesforce and need a walk-though of exactly where to start from? Here is my demo of Salesforce...

Read More