Best Salesforce Development Practices from a Salesforce Consultant

Are you looking for the best practices for developing on Salesforce? 

With the right guidance & resources, you can maximize your potential and get the most out of your Salesforce investment. This blog post will explore 9 top Salesforce development services from a top Salesforce consultant. 

By the end, you’ll have a better understanding of the most efficient ways to develop with Salesforce and tips on getting the most out of your Salesforce applications. Let’s get started!

What is Salesforce Used for?

Salesforce is a cloud-based CRM platform with around 150,000+ businesses storing customer data, managing customer relationships, and tracking sales activity. It’s one of the most popular CRM tools used by companies of all sizes to get better insights into their customers and boost sales productivity.

Salesforce allows users to create custom applications to fit their unique needs, which can be used for various tasks. For example, it can keep track of leads, manage customer accounts and contacts, record sales activities, create campaigns, analyze trends and insights, and even build custom reports and dashboards. It can also integrate with other business applications, such as email marketing platforms and financial software.

It’s no wonder that Salesforce is so popular – it’s a powerful and robust tool that can help organizations improve their customer service and maximize their sales efforts. However, it’s essential to use best practices when developing on the platform to ensure that the end product is efficient and effective. This is where the advice from a top Salesforce consultant comes in handy.

Best Practices or Tips from Top Salesforce Consultant

Plan Development Activities 

Salesforce development services can be a complex process, requiring careful planning and forethought. As a Salesforce consultant, it’s important to ensure that you are taking the necessary & needful steps to ensure that your projects go smoothly. By properly planning your development activities, you can ensure that your project is successful and provide the best possible solution to your clients. 

The first step when planning development activities is to clearly define the scope of the assigned project and any specific requirements. This will help you to properly understand what needs to be done and what resources and timeframes are required for each task. It is also essential to set clear expectations for yourself and your team. This will help to ensure that all tasks are completed on time & to the highest standards.

Planning will help ensure that your projects run smoothly and that your clients are satisfied with the result.

Understand Architecture first 

As a Salesforce consultant, the first thing you need to do before getting started with any Salesforce development is to understand the architecture of your Salesforce instance. The architecture of a Salesforce instance consists of various components such as objects, fields, custom objects, custom fields, and relationships. 

You must understand how each component works and interacts with each other so that you can create an effective development plan. Knowing how the different components interact and how they should be used will help you make an efficient development plan. 

Additionally, by understanding the data and logic within your Salesforce instance, you can ensure that your application runs smoothly and efficiently.

Use Registered API Tools

The Salesforce platform provides a wide range of APIs to customize and extend the functionalities available to customers. Any custom development must always be done with registered API tools, as they are more secure and reliable. 

Registered API tools are also a better choice for performance, as they use fewer server resources and can provide better results for your application. Using registered API tools also ensures that the tools have been tested and vetted by Salesforce, which can help to minimize the risk of bugs or compatibility issues. 

Additionally, registered API tools are often updated with new features and bug fixes, which can help to ensure that your integrations stay up-to-date and performant.

Define your Customization Criteria

This will ensure that you can build a robust and efficient solution that meets your organization’s specific needs. 

Customization criteria include things such as how you will manage the user experience, how data is stored and accessed, and how users interact with the application. All of these details should be considered when creating a Salesforce application. 

Defining your customization criteria is essential in developing a Salesforce application that meets your organization’s needs. Taking the time to understand user requirements and decide which features are essential will help you create an efficient and effective solution.

You just can’t Ignore Testing.

Testing is an important part of any successful Salesforce development project. It helps to identify issues and ensure that the project meets all the requirements. As a Salesforce consultant, you must be very careful while implementing the testing process.

Unit testing should be the highest priority when it comes to Salesforce development. Unit tests allow developers to test individual pieces of code to verify their accuracy. It is important to test every aspect of the code before it goes live. Additionally, you can use automated unit tests to speed up the process and reduce manual effort. 

Integration testing is also critical for development projects. This testing allows developers to check how different parts of the application interact with each other. By doing this, you can ensure that all the features work as expected and the system is stable.

Leverage the Sandbox for Salesforce Development

Sandbox is an isolated testing environment where developers can test out changes and developments without risking the data and performance of the production environment. It provides a safe space to practice and experiment without affecting the real Salesforce environment. Sandbox is an integral part of development, and it is essential to leverage it to ensure successful outcomes.

When making changes to your Salesforce environment, it is important to test the code first in a sandbox before pushing it to production. This helps identify errors and prevent any significant problems or malfunctions in production.

Working with a sandbox also allows you to make a copy of the existing production data and use it for your development activities, which is helpful when testing out new features and customizations.

Follow a Consistent Coding Style

One of the best practices for Salesforce development services is ensuring that your code is written and organized consistently. Following a coding style guide helps improve code readability and maintainability, ensuring that everyone on the development team understands and can work with the codebase.

A consistent coding style also reduces the need for debugging, making the code easier to read. It’s also a good practice to create a code review process and assign someone to act as a code reviewer so that every piece of code is checked before it goes live.

Finally, if you plan on making your code open source, having a consistent coding style helps ensure your project looks professional and attractive to potential contributors. 

Focus on Documentation

Proper documentation helps keep track of changes made, provides a basis for debugging, and assists in understanding the code better. It also helps with future development efforts.

Detailed technical documentation should also be created to explain each line of code and any third-party library usage. This will help anyone understand the code in the future, whether it’s another team member or someone who needs to review the code for compliance reasons. 

Keep a Check on Performance & Security

When it comes to performance, it is important to ensure that any code written is efficient and does not result in time-consuming database calls or long-running processes. It is also necessary to regularly monitor database usage and query execution times to ensure everything is running smoothly.

On the security side, ensuring that users have the appropriate access rights and that data is encrypted at rest is essential. It is also important to use secure coding techniques such as input validation and output encoding to protect against malicious attacks.

Additionally, it is good practice to use the Salesforce Security Model to specify the level of access a user should have to data and other objects within an application.

Using Salesforce’s permission sets, roles, and profiles can also help ensure data remains secure while allowing users to access only the critical areas of the system.

Hire Dedicated Salesforce Developers from ABC

Do you need experienced and dedicated Salesforce developers for your project? Look no further than ABC – a renowned Salesforce development company that has been helping organizations around the globe for years. With the help of their dedicated resources, you can reduce costs and get the best from Salesforce technology to achieve desired business outcomes.

We have provided reliable Salesforce development services to companies of all sizes and industries. From implementing complex projects to customization, they have the expertise and resources to carry out different Salesforce development services

So why wait? Hire dedicated Salesforce developers from ABC to experience reliable, secure, and efficient development services at competitive rates. 

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