Every admin and developer in the Salesforce world uses formulas – they are everywhere. And everyone learns them – sort-of. People tend to pick things up along the way, tweaking an existing formula here, reading the online docs there, borrowing from an online source – everywhere.
As a result, even experienced admins and developers tend to have holes in their knowledge – a less than complete understanding of data types, or of formula limits – or, and don’t get me started – endless confusion when it comes to logical operators (And, or, Not – you now – the ones that cause most formula bugs).
In my latest course, Formula Fundamentals in Salesforce, you’ll go back to the basics with in-depth coverage of Salesforce formulas. You’ll learn about data types, operators and functions – limits and testing. And yes, those dreaded logical operators and how to translate human logic into formula logic, and then validate that you did it correctly and test your work.
Watch Formula Fundamentals in Salesforce on Pluralsight
One of the more interesting challenges in Salesforce has to do with updating related records. For example: If you change the owner of an account, you might want to change the owner of all contacts for the account, and then maybe change the related tasks for those contacts and so on.
While there is some support some some situations (such as changing a single account owner using the UI), the general problem of doing so in bulk is actually quite challenging, as the number of related records that need to be updated can be huge.
If you’re interested in digging deeper into this subject, check out my new course on Pluralsight – “Play by Play: Managing Data in Salesforce using Apex“.
Play by play courses are a bit different than most. Instead of watching me present a screen cast, you’ll watch a video where I sit down with Don Robins and build out a solution in real-time. You get to see the entire development process, including the creation and resolution of bugs along the way. You’ll watch as I implement several different approaches, including some common ones that have hidden flaws that might not appear until long after they are “successfully” deployed.
As always, you can easily sign up for a free Pluralsight trail to watch the course if you aren’t currently a subscriber.
Watch Updating Related Records in Apex on Pluralsight
Like many developers, I believe the future of Force.com development is Lightning, with Lightning components giving programmers the ability to create rich user experiences in ways that have not been possible before.
I invite everyone to check it out – you can get a free trial on Pluralsight if you aren’t already a subscriber – you’ll find a growing library of other Salesforce courses there as well.
This week at the MVP summit I introduced SearchTheForce.com – a new search engine for all things Salesforce.
Like most developers (and I expect Admins and users), I rely heavily on Google to find answers to questions. And by heavily I mean – heavily. The fact that I can easily search for things means I don’t have to worry about remembering them, and can concentrate instead on the problem at hand. SearchTheForce.com makes my search more efficient, in that I don’t have to be clever with my search terms to try to convince Google that I’m interested in a workflow formula instead of feeding a baby. It is my hope that others find it just as useful.
SearchTheForce.com is still Google – it uses a technology called Google Custom Search. The site also supports a feature called OpenSearch – which means that browsers recognize it as a search engine. On Chrome once you’ve visited the site you can enter a few characters like “sear” then press tab to specify a SearchTheForce.com search, and enter your query directly into the search/URL bar. On Firefox, you can add it as a search engine that is available to the search box. You can even make it your default search engine.
Right now SearchTheForce.com searches all Salesforce domains, popular Salesforce forums such as the StackExchange, and a large number of Salesforce related blogs. If there’s a site that’s missing, there’s a suggestion page where you can send in your site recommendations.
The Back Story
Many years ago, when Google first introduced custom search, I created a search engine for Microsoft .NET technologies called SearchDotNet.com. It was a great learning experience and a useful tool. A couple of months ago I received an Email from someone using that site who had a suggestion. My response was “wait, that site is still up?” I had completely forgotten about it. But it reminded me about this technology and I instantly realized that I desperately needed a custom search for Salesforce. In fact, I rather kicked myself for not having thought of this years ago.
I was also looking for a good excuse to get acquainted and reacquainted with Linux technologies – I hadn’t done any real work in Unix since the 1980’s, and wanted to refresh and update my knowledge of that technology stack. Building out SearchTheForce.com was a great excuse to do that.
The site is built on an Ubuntu server running WordPress on Nginx – based on my research that was the best way to build a high performing WordPress server. It’s running on AWS – another technology stack that I’m familiar with, but by no means an expert. Overall, it was a great learning experience, and it seems to run very efficiently on small EC2 instance.
Integrating Google Custom Search was not difficult – there are several plugins available for this on WordPress, though I confess I ended up heavily modifying the one that I used to migrate it to the current version API and to support OpenSearch. Using WordPress made it easy to implement other features like adaptable layout and the suggestion page, and will make future updates easy if necessary.
Configuring the Google Custom Search itself is easy. In fact, I discovered after the fact that there was another Salesforce custom search out there, but that’s ok – the more the merrier. In fact, if you have a site and you’d like to add SearchTheForce.com’s search to your own blog or site, drop me a line and I’ll be glad to show you how to do it.
Meanwhile, I hope you enjoy it, and next time you have a question and turn to Google for an answer, you’ll search the Force.com instead.
Update – The real TrailheadX agenda is now posted https://developer.salesforce.com/trailheadx/agenda. If you’re attending be sure to stop by the Campfire Tales session being put on by Pluraslight on Wednesday at 12:40!
Like everyone else, I await the official agenda for TrailheadX – the first Salesforce developer conference.
However, being as impatient as I am, I did some digging (through my imagination) and came up with a short list of some of the amazing experiences we can look forward to. Here they are:
- Everyone will get loaded onto RVs for learning on the road with Jeff Douglas @jeffdonthemic – learning coding while driving through California’s beautiful state and national parks.
- You’ll then practice your skills on tablets as naturalists guide you on a nature trail as part of the innovative Trailhead on Trailheads program.
- TrailheadX takes place on the same day as the California primary. Donald Trump will lead a hands on training of implementing wall management on Salesforce platform using advanced currency management (since it’s going to be paid for in pesos) assuming he can get currency management to work (See here ).
- A Benjamin Franklin lookalike will demonstrate building a mobile electrical system management app built on Lightning.
- As part of our commitment to community service we’ll be reaching out to the homeless – the thousands of San Francisco tech workers who struggle to afford a bed in a hacker dorm while only making six figures.
- Featured performance by Adele singing her hit song “Hello World”
I can’t believe I forgot to post a blog entry about my latest Pluralsight course “Career Strategies and Opportunities for Salesforce Platform Developers“.
Ok, it was released right before Dreamforce, and the last two months have been considerably crazier than normal. But still…
Anyway, I encourage you to check it out. Those of you just starting out on the platform will find some great resources and information for helping you move your career forward (and understand better what you’ve gotten yourself into). Those of you who are experienced on the platform will finally have something to point your friends to that explains what’s really going on, and why they should seriously consider working on the platform as well.
Ideal for developers and administrators (and developers who wish to become administrators and vice versa), and all those who are curious about career opportunities on the Salesforce platform.
The third edition of Advanced Apex Programming is now available!
And have I got a deal for you!
I’ve often been asked by people, what’s new in this edition and is there any way to get a discount on upgrading? Now there is a lot new in this edition – with numerous changes throughout the book both in content and in recommended best practices. The chapter on asynchronous programming has been almost completely rewritten to address queueable Apex (yes, all of the previous best practices have been rendered obsolete), and there’s a new chapter on maintaining Apex.
But how do you offer upgrades on a book? It’s not like software, where people can register and updates can detect previous versions. Or SAAS applications where the upgrades come with your annual subscription.
Also, in previous years, Salesforce licensed a special printing for distribution at Dreamforce, which was great for Dreamforce attendees, but not so good for everyone else. This year timing and their budget didn’t allow for that.
Still, it’s the Dreamforce time of year, right? Good time to do something special.
So, I decided to do an experiment – and offer “upgrade” pricing to everyone.
For the next 90 days the eBook version will be available on Amazon Kindle through their Select program – at a price of 9.99 (or whatever the Kindle select pricing is where you are). Prime customers will be able to borrow it. Kindle unlimited customers can just download it. After 90 days, it will revert to the normal $34.99 or equivalent price (unless the experiment is so successful that it makes more sense to extend the deal).
Books are a lot more limiting – I don’t have the same flexibility I have with the EBook. But there is one channel where I do have the ability to offer a great discount. So for those of you who want a new printed copy, I can do this – if you go to the book’s store on createspace, you can get a 50% discount by entering this code on checkout CDUK54Z5 – 50% off the regular price of $39.95. Keep in mind, this code ONLY works on that store, and yes, they can ship internationally. This offer, which is sponsored in part by Full Circle Insights (which you should check out for our great marketing analytic tools), is good for 30 days, after which it too can go away at any time.
So that’s the deal. No free books at Dreamforce, but upgrade pricing for everyone for a limited time. Hopefully this approach will be more fair, and still provide a reasonable return (because I have to tell you – it was a lot of work!)
Purchase the print version with upgrade pricing – Use code CDUK54Z5 on checkout for the discount.
Purchase the Kindle version with upgrade pricing:
(note, it may take a few days for the printed edition of the book to appear on some international Amazon sites – I’ll update the home page as I see them become available)
Stack Overflow just posted their annual developer survey for 2015 – http://stackoverflow.com/research/developer-survey-2015. I was more than a bit surprised that Salesforce development topped the list of most dreaded technologies. Now I’m not questioning their results, but you know what Mark Twain is misquoted as having said – there are lies, damned lies, and statistics, and this one didn’t quite pass the smell test for me. I know a lot of Salesforce developers at all levels, and if 73% of them dreaded working on the platform I would expect to be having quite a few conversations consisting of people complaining about the platform and how they are studying other technologies in the hope to escape those dreaded limit errors.
In the survey, dreaded is defined as “% of devs who are developing with the language or tech but have not expressed interest in continuing to do so.” I know many developers who have come to Apex from other languages. I can’t think of any of them who are looking to do something else. There are some great things about developing on the Salesforce platform, and some very annoying things as well. I can see how someone coming to Apex from another language might find aspects of it very frustrating (don’t we all?) but I think most of us find the advantages far outweigh the disadvantages. Enough so that we are generally very interested in continuing to work on the platform as it evolves.
Something isn’t quite right.
So I asked myself, who were the respondents to the survey? It must have been a fairly small sample of Salesforce developers, after all Salesforce doesn’t even appear on the list of popular technologies (defined as most used), so less than 7.8% of the respondents would be Salesforce devs. Of course, this could still be a statistically significant number, but it does suggest that Stack Overflow does not necessarily attract large numbers of Salesforce developers.
And why would it? Any experienced Salesforce developer is much more likely to be active on the similarly named and often confused Stack Exchange – specifically Salesforce.StackExchange.com. If you look for answers on Salesforce or Apex questions, you’re much more likely to be directed there than Stack Overflow. Looking at Stack Overflow, the tag Apex has 667 questions. Apex on Stack Exchange has 7000 questions. Does this mean that Salesforce developers who are happier on the platform are more likely to be on Stack Exchange than Stack Overflow? Are the Salesforce devs on Stack Overflow more likely to be part time on Salesforce where those on Stack Exchange are full time on the platform? Are developers who spent their time on Stack Exchange less likely to have seen the ads for the survey (which are noted as appearing on Stack Overflow sites)? I have no idea. But I’d bet there’s a selection bias at play here, and I’d bet it’s significant.
So I call bullshit on this statistic. I think it falls into the category Stack Overflow uses to describe the results where “These results are not unbiased. Like the results of any survey, they are skewed by selection bias, language bias, and probably a few other biases.”
I think there is some extreme selection bias going on here. Nothing against Stack Overflow by the way – they are very transparent about the results and potential for bias. Unfortunately, I’m afraid a lot of people will look at that number and assume it means something, where in fact the hitherto unasked question – of how many Salesforce developers actually dread the technology they are working on, remains unanswered.
As an author, I have a deep interest in the way people learn technology, especially given the way technology has been impacting education in general. In fact, I created an entire Pluralsight course on the topic: “Learning Technology in the Information Age”, in which I discuss the advantages and disadvantages of different forms of content.
When I compare articles and blog posts with classes and books, one of the key differences is that classes and books provide curation. Curation is when the teacher or author selects the material that is important and then covers it in a logical order in which concepts build on each other to promote understanding. Articles, blog posts and videos on the Internet are fantastic when it comes to answering specific questions and providing information, but tend to be very poor on curation. This is why classes and books and courses still exist and thrive. When you want to really learn a topic, especially when entering a new subject area, good curation can dramatically reduce your learning time and help you achieve competence much more quickly.
Which brings us to Trailhead. I just finished looking over four new Trailhead modules, Data Security, Change Management, VisualForce Basics and Apex Testing. What fascinates me about them is that they provide something I haven’t really seen anywhere else. They aren’t articles. They aren’t books. They are, in a sense, almost pure curation of content. Think of them as a detailed course outline. They won’t teach you everything you need to know by a long shot, but they’ll get you started and leave you knowing what you need to learn.
I like the name Trailhead. When you go hiking you have a number of options. You can read an article about something along the trail, but that won’t prepare you for the hike – you won’t know about the dangerous spots or equipment you’ll need. You can hire a guide to take you on the hike and you’ll learn everything about the wildlife and geology and so on, and they’ll be sure you’re outfitted properly, but it will cost you quite a bit. Or you can get the trail guide, that will highlight the important things you need to know about the trail, the elevation gain, slippery spots and equipment you need, leaving you to discover and learn on your own as you take the path. Trailhead is your trail guide to Salesforce. It’s not THE ANSWER to Force.com training, but it’s a fantastic resource that serves a distinct purpose.
As I headed out from Dreamforce, one of my last stops was the developer library where I saw Andrew Fawcett signing his new book, “Force.com Enterprise Architecture”. It took me a while to get around to reading it, and I thought I’d share a few comments since he was kind enough to give me a copy.
As I discuss in my Pluralsight course “Learning Technology in the Information Age”, I feel that books provide a unique value proposition – along with taking a course, they are the best way to gain domain knowledge that is curated and organized in a way that is easy to learn. So that’s how I measure the value of a book beyond the obvious standards of clarity and accuracy – by choice of content and organization.
The first thing you should know is that this is not a book for beginners. This is not the book for an admin to read who wants to learn Apex. It’s also not the book to read if your goal is to obtain one of the innumerable certifications that Salesforce offers. This book is intended for intermediate to expert level Force.com developers.
The title, “Force.com Enterprise Architecture” is a rather generic title that is accurate enough, but as you will see, tends to obscure the real value of the book. This is a good book for any Force.com developer who wants to learn to how to architect solutions on the platform. The exact approaches in the book aren’t necessarily applicable or necessary for every solution, but they demonstrate the right way to think about architecture on the platform.
That said, if you are a developer who is thinking about creating a managed package or application to distribute on the AppExchange, this book isn’t just good – it’s indispensable. It is a “drop everything you are doing and buy a copy for every member of your team before you do anything else” kind of book.
There are many books on Salesforce and Force.com, including many books published by Salesforce itself, but what almost all of them have in common is that they are written by in-house developers and consultants. As far as I know there are just two books in existence written by developers who have shipped major managed packages on the AppExchange and this is one of them (mine is the other). Andrew Fawcett is CTO at FinancialForce, and he may know more than anyone in the world on what it takes to ship a Force.com application (myself included) – so if you’re even thinking about doing that, you’d be a fool not to buy this book and study it carefully. It’s full of the kinds of hints, tricks and suggestions that you won’t find anywhere else (including the books published by Salesforce – most of their authors haven’t shipped managed packages either).
And it’s a great complement for Advanced Apex Programming – you’ll find there is little overlap between them.