Implementing Salesforce or already using Salesforce? Do you have a well-defined development & release management process to ensure that you are doing it the right way, using all the proper tools & technologies, automating processes where it can and should be automated?
Do you have a proper process to ensure that you are building an optimal solution on Salesforce, leveraging on the platform’s features and capabilities, not incurring technical debt and not cutting corners on best practices?
How do you delete or deactivate the apex classes / triggers on your Salesforce Production Org? Unfortunately, it is not as simple as going to the Apex class and hitting the delete button or unchecking the ‘Active’ checkbox.
For deleting or disabling the code, you can take one of the following two routes:
You can create something called ‘Bucket’ field in Salesforce. With Bucket fields you can categorize the records in the report itself and on the fly. You don’t need to create a custom field on the object for this.
For example, let say that if you are creating a report on Opportunity and want to categorize the opportunities in the buckets of ‘small’, ‘medium’ & ‘large’ based on the opportunity amount. You don’t need to define this category as a formula field on the Opportunity object. You can create a bucket field in the report and categorize opportunity records on the fly in report itself.
When you want to deploy changes from one Salesforce org to another, you can choose any of the following tools to transport changes from one Salesforce org to another Salesforce org.
All these tools use Metadata API to extract and deploy changes. (Tools like “Force.com Migration Tool” can also be used to automate the backup your Salesforce org’s configuration).
Have heard about Salesforce LWC (Lightning Web Components) but never had a chance to try it out? You can now cross that bridge in just under 15-20 minutes.
Learning new technology in the margins of daily responsibility is hard. And the hardest part in trying anything new is taking the first step. You don’t know where to start from, Google for the information and get so much information that it just becomes confusing and overwhelming. And then a confused mind does nothing.