Best Practices

Step by Step Guide To Using JIRA for Managing Salesforce Projects

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Whether you’re a Salesforce admin, consultant, architect, or developer; whether you work for an end user company or a partner; whether you’re a lone ranger or a team player – managing Salesforce projects can be challenging.

Have you wondered about how to efficiently handle business requirements, tracking progress, or managing bugs/defects? Are your project details strewn across various platforms like emails, spreadsheets, chatter, Slack, or even physical post-it notes? It’s time for an upgrade.

Using JIRA for Salesforce Project

Embrace the efficiency and efficacy of a professional project management tool. Not only will this organize your work and simplify the process, but it will also significantly contribute to your professional development. Why, you ask? Here’s why:

  1. Centralized Organization: A project management tool brings all your scattered information under one roof, saving you the effort of juggling multiple platforms.
  2. Structured Approach: It breaks down complex tasks into manageable parts, facilitating easy delegation and tracking of progress.
  3. Streamlined Communication: By hosting all discussions, files, tasks, and timelines in one place, it enhances collaboration and avoids confusion.
  4. Transparency: It ensures clarity about what needs to be done, by whom and when, ensuring everyone stays on the same page.
  5. Prioritization: It helps identify critical tasks and allocate resources efficiently, ensuring timely delivery.
  6. Flexibility: As your business priorities shift, so can your tasks and timelines, making your process adaptive and resilient.

And, if you’re worried about the complexity, cost, or need for extensive project management knowledge, you’ll be pleasantly surprised.

Using a project management tool not only streamlines your organization’s Salesforce implementation but also enables personal growth. It offers you a hands-on experience with a professional tool, gives you a deep understanding of its working, and enhances your resume.

Let us introduce you to JIRA, a widely popular project management tool. We’ve created a comprehensive 150+ pages guide (complete with screenshots) to help you navigate using JIRA for your Salesforce projects. And guess what? JIRA comes with a free version to get you started, allowing you to upgrade to a paid version only if you outgrow the free features (which will be a good thing). Here is what we will be covering in this exhaustive guide, step-by-step, giving you the complete picture:

  1. Register for JIRA
  2. Create a New Project
  3. Enable Project Features
  4. Customize Board
  5. Customize User Stories
  6. Add Automation
  7. Epic, User Story & Task
  8. Assign Labels to User Stories
  9. Filter Issues
  10. Bulk Assign Issues to Users
  11. Create a Sprint
  12. Add User Stories to Sprint
  13. Start Sprint
  14. JIRA Story Lifecycle
  15. Complete Sprint
  16. Reporting

Set aside 60 minutes of your time this week and take this transformative step. The appreciation & recognition from your management will just be a cherry on top of the efficiency cake.

NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.

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References & Useful URLs

Salesforce Announces the Launch of Salesforce Availability

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#1MinuteTip Salesforce announces the launch of Salesforce Availability, a new resource to provide customers with availability best practices to help them achieve their goals. These best practices have been divided in two categories:

  • For Salesforce: Discover the best practices Salesforce follows to support a highly available and resilient experience for our customers.
  • For Customers: Learn more about how you can implement Salesforce for stronger resilience and performance.

Customers section has further been divided into following subsections, with each subsection containing link to relevant resources:

  1. Design Resilient Salesforce Solutions
  2. Optimize for Performance
  3. Prepare for Major Releases and Ensure Safe Changes
  4. Monitor and Support
  5. Respond to and Resolve Incidents
Salesforce Availability

References & Useful URLs

#TDX23 – Apex Patterns & Best Practices

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#1MinuteTip #TDX23 Here is the link to download the PDF on “Apex Patterns and Best Practices in 2023” presented in TrailblazerDX 2023. These best practices have been divided into 5 categories that includes:

  1. Security Best Practices
  2. Performance Best Practices
  3. Designing Apex for Scale
  4. Writing Reusable Apex Code
  5. Writing Maintainable Apex Code
Salesforce Apex Patterns & Best Practices

References & Useful URLs

Video Series on Salesforce Well-Architected

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#1MinuteTip Here is a video series brought to you by Salesforce Architects team.

What is Salesforce Well-Architected? It is a framework with prescriptive guidance that you can use in architecting your Salesforce solutions.

This playlist contains 9 short videos between 2 to 5 minutes each, explaining the various aspects of a well-architected solution.

Video Series on Salesforce Well-Architected

References & Useful URLs

Salesforce API Name Character Limits for Different Metadata Types

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#1MinuteTip While working on a recent project, I was defining the technical/design standards and best practices for the Salesforce Implementation. As a part of this exercise, I was defining the naming convention for different metadata types and wanted to list the maximum characters allowed in the API Names of different metadata types.

Strangely, I couldn’t find any Salesforce reference document on the same. So just figured it out myself. There are three main limits on the length of the API Name for Metadata in Salesforce. 40 characters, 80 characters & 255 characters.

Here is the maximum number of characters you can use in the API Name of the metadata type in Salesforce. This can be helpful when coming up with a naming convention for your Salesforce implementation. Please also note that:

  • This excludes the suffix added by Salesforce (e.g. ‘__c’ for custom objects and fields)
  • This list does not include all the metadata. But all the important ones are covered here. If I have missed out anything important do mention that in the comment below and I will add it to the list.
Salesforce API Name Character Limits
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