Getting started with Salesforce DX – Salesforce Developer Experience

Introduction and basics of Salesforce Developer Experience (Salesforce DX) with source code and Video tutorials

Important : At time of writing this post, Salesforce DX is in pilot phase. Mostly any product in Salesforce goes from Pilot to Beta and then Generally available. There is no guarantee that if this product is released, it would work like exactly same as written in this post.

If we already have Salesforce Metadata API, IDE and other tools then why do we need one more tool like Salesforce DX ?

In tools like Changeset, Metadata API or IDE, source of truth is Sandbox. Although we can setup process and continuous integration (CI) to use some source code management (SCM) like Git or SVN. However these kind of setup takes time, expertise and lot of effort.

Salesforce DX not only solves above problem but

  • Ability to consider SCM as source of truth
  • Use any favorite IDE or any SCM
  • Powerful CLI to help minimizing complexity of setting up CI
  • Updated IDE to support Salesforce DX if you are not comfortable with CLI
  • and most important, spin off Scratch Orgs within minutes through script to quickly work on POC or package based development

What are scratch Orgs ?

Salesforce DX can be enabled for any Salesforce instance and they are known as Developer Hub. One Developer Hub can have multiple Scratch Orgs. Scratch Orgs are temporary Salesforce org which can be created quickly and metadata can be deployed from SCM. These kind of Orgs can be used by developers to perform quick proof of concept or build and test packages. Once package is build and saved back on SCM, scratch org can be destroyed easily. Continue reading “Getting started with Salesforce DX – Salesforce Developer Experience”

Behold Yourself – Summer 17 is here to break legacy Visualforce Navigation code in Lightning Experience

In Summer 17, URLFOR method in Visualforce would not work in Lightning Experience if used directly. Even API is not fully compatible.

You read it right. Its not Locker Service that may break your code, but Summer 17. If you have legacy Visualforce page, which needs to navigate to Lightning experience and URLFOR is used directly, then chances of getting below error are very high.

Salesforce Summer 17 - URLFOR Not working
Salesforce Summer 17 – URLFOR Not working

In above screenshot, I got MALFORMED_ID : malformed Id error in one of my Visualforce, where I needed to navigate to new Account record. Continue reading “Behold Yourself – Summer 17 is here to break legacy Visualforce Navigation code in Lightning Experience”

Export or print code review feedback generated by Salesforce Lightning CLI

How to print or export code review feedback report generated by Salesforce Lightning CLI tool

In this post, we discussed that how Lightning CLI can be used to get a code review information of custom Lightning component. However, code review is either printed or exported as a file in text or JSON format. Question is, how to get Lightning component code review feedback in HTML or PDF format ?

I tried various options available here however there were no way to export code review feedback generated by Lightning CLI. Output generated by Lightning CLI is not presentable to business executives or clients.

Finally, I came up with very simple Heroku application, which can be used to get Lightning CLI code review feedback in HTML or pdf format. We need to run below command to get CLI code review in JSON format. Continue reading “Export or print code review feedback generated by Salesforce Lightning CLI”

Use Lightning Components on external websites – Lightning Out

How to use Lightning component in node.js (External websites) by using Lightning Out. It shows how to enable CORS and SSL in Node.js with Video and complete source code.

If you were the users of IGoogle, few years back, you would be excited to know that web development is progressing in that direction. Architect of web application development is getting shifted towards component based development by introducing concepts like Web Components and frameworks like polymer and Lightning Components. One of the possible use case of component driven development is ability to use whole component externally. In IGoogle, components were built by partners and then was exposed as widgets to be used on your custom Google home page. Salesforce product team, being visionary came up something like this by introducing Lightning Out. With the help of Lightning Out, we can surface our existing Lightning Component to external websites. Previously, we already discussed that how Lightning components can be used on Visualforce pages using Lightning Out.

Let’s see how we can do it. Continue reading “Use Lightning Components on external websites – Lightning Out”

Generic and Responsive Table Component in Salesforce Lightning

Complete Source code to create generic and responsive Table component in Salesforce Lightning

Almost one year ago, I wrote this article to demonstrate how to create a responsive datagrid component in Lightning. Recently, when I went back to the post, I realized that responsive table component in Lightning could be a lot more easier. So, lets see easier and efficient approach to create a Responsive and Generic Table component in Lightning.

First and foremost, we need to provide data in below JSON format to Lightning component, everything else would be taken care by component itself.

JSON format for responsive datagrid Lightning component
JSON format for responsive data grid Lightning component

Continue reading “Generic and Responsive Table Component in Salesforce Lightning”

SFDCRules – Simple yet powerful Rule Engine for Salesforce

Open source project to evaluate rules in Salesforce using Apex

Coming from Java background, we know that there are many open source or free Business Rules Management System (BRMS) tools that can be used like Easy rules or Drools. I was in search of such tool for Salesforce but didn’t find any. There are few AppExchange BRMS products however they are paid and heavy in terms of features needed. Who don’t love free stuff 🙂 and wanted it free and open source. While searching, I came across this post of Martin Fowler and it encouraged me to write my own rule engine for Salesforce.

So, here it is. Free, light weight, basic but powerful rule engine written in Apex for Apex. Continue reading “SFDCRules – Simple yet powerful Rule Engine for Salesforce”

State & Country picklist in Salesforce supporting Alpha-3 ISO code

How to use Integration Value in State & Country picklist in Salesforce

Recently there was an interesting requirement in using State & Country picklist of Salesforce. Salesforce saves ISO code of State & Country picklist in Alpha-2 format however external system connecting to Salesforce needed Alpha-3 format.

There has been already an Idea on Idea Exchange created around 4 year back to support the Alpha-3 format however doesn’t seems much progress from Salesforce product team.

Anyways, there could be multiple way to handle this like, Maintaining Custom Setting , Custom metadata  or Custom object for mapping between ISO Alpha-2 and Alpha 3 and use trigger to populate custom ISO field on Account or Contact.

While going through implementation guide of State & Country picklist,  there was mention of Integration Value setting, which could be used to store the ISO Aplha-3 code. To see this option, navigate to “Setup | Data Management | State and Country/Territory Picklists | Configure States and Countries and Territories | country name | Edit” . Below image shows the setting

State & Country Picklist in Salesforce
State & Country Picklist in Salesforce

Continue reading “State & Country picklist in Salesforce supporting Alpha-3 ISO code”

Continuous Integration (CI) in Salesforce using Team Foundation Server (TFS) – Video

Step by step guide to set up Continuous Integration (CI) for Salesforce using Team Foundation Server (TFS) with video tutorial

I have already written some Continuous Integration (CI) posts for Salesforce previously using different tools like Jenkins. In this blog post we will go through steps to use Microsoft Team Foundation Server (TFS) to set up Continuous Integration.

We can either use cloud based Team foundation Server (TFS) or locally installed on network. For ease, we would be using cloud based TFS for this blog post.

Step 1: Creating developer account on VisualStudio Online

Navigate to and choose Get Started for free in Visual Studio Team Services section. You may need to create a new Microsoft developer account, if you don’t have it already.

Step 2: Using TFS as source code repository

Once we are able to login to TFS, lets start by creating a code repository. That’s right, you don’t need separate Bitbucket or Github account to save your code/metadata unlike in Jenkins. So, our start with TFS is really good and impressive till this point 🙂 . Wizard to create new project is self explanatory and would look like below image

Visual Studio Team Foundation Server - New Project Screen
Visual Studio Team Foundation Server – New Project Screen

Continue reading “Continuous Integration (CI) in Salesforce using Team Foundation Server (TFS) – Video”

Salesforce Spring 17 release – My favorite features

List of my favorite features in Salesforce Spring 17

In this post, I would be only talking about Generally available (GA) features, excluding pilots and Beta. Saving those awesome features for suitable time to come. So, here are some of my favorite picks from Spring 17.

Composite Resource

Imagine we are doing REST API call from external system by creating Account first and then contact. In between if internet connection is gone or user closes browser and only Account created without contact ?  From Spring 17, we can reduce number of REST API calls made by combining them in single request. Advantage of this feature would be easier transaction management and API limit saving. You can have up to 25 subrequests in a single call. Up to 10 of these subrequests can be query operations, including Query, QueryAll, and “Query More” requests to obtain the next batch of query results. Continue reading “Salesforce Spring 17 release – My favorite features”

Circular Progress Bar with Conditional Theme – Salesforce Lightning Component

Salesforce Lightning Component – Circular Progress Bar with Conditional Theme. Ready to be used by Developers and Admins on App builder for any object. No External Javascript Library, Lightweight CSS based.

Just after two days of writing Circular Progress Bar , came up with few more requirements. So, In this post, will share updated code of Circular Progress Bar. This component can be easily used from Lightning App Builder, check this video to get an idea on how it can be used and configured.

Complete source code of this component is available on my git repository. Make sure to follow me to get updated by other free source codes. 🙂

In additional to all previous capabilities, below features are added:

  1. Conditional Theme – Let’s say before 50% progress bar should be displayed as red and after 50% green.
  2. Threshold – On basis of this value, theme will change
  3. Added one more theme – red
  4. We can show value inside component in three format now – percentage, Actual value or Mix
  5. Legend font size changes according to size of component

Continue reading “Circular Progress Bar with Conditional Theme – Salesforce Lightning Component”