Apex Testing Best Practices

I’ve been talking about Apex code test a lot lately and wanted to post a brief note about some of the most important things to consider when writing Apex tests. This is not a complete list by all means, but I feel these points sometimes get lost in the longer posts. Some excellent reading: An … Continue reading

Locking a Record From Editing

An interesting conversation came up on Twitter today with @SFDCMatt. he was looking for a way to lock a record from being edited even by the record owner after some criteria was met. For a while, there were lots of ideas thrown about such as validation rules and changing the record type so it uses … Continue reading

Custom Settings and Validation Rules

I’ve had this same conversation several times over the past month, so thought I’d make a post about it. This isn’t a new trick and there are probably dozens of posts on this same topic. Hopefully I can add a little bit of new information. Custom SettingsĀ are hidden under the Develop section of Setup so … Continue reading

A Poor Man’s Product Configurator

I was recently contacted by one of my blog readers to help him with a project. It sounded like an interesting challenge, so I agreed to help him with a little guidance and also post an overview of what we did so others could learn as well. The business problem: let’s say your company makes … Continue reading

My Next Adventure

I’m taking a break from my regular technical topics to share a bit of philosophy. I recently gave my notice at my current job and will be starting a new job at the end of May as a Salesforce.com Business Analyst at Zions Bancorporation. I’m really excited about this opportunity because it will give me … Continue reading

Apex and Object References

I learned something today that I’m not sure how I made it this far without knowing. It was confusing the heck out of me, so I thought I’d share. When you assign one object to another through the use of the “=” operator, it doesn’t actually make a copy of the object. Instead, it makes … Continue reading

Salesforce Dashboard Filters in Action

A few releases ago, Salesforce introduced Dashboard Filters. This allowed users to use one dashboard and dynamically change it using a drop down filter. This is an awesome feature because it means you need to maintain less reports and dashboards to deliver desired functionality. I hadn’t moved my reports over to this functionality yet, but … Continue reading