Sunday, 24 September 2017

Development and Lifecycle designer

How I studied?
  • Went through the ebook and all its recommended activities.
  • Followed flash cards and quizlets.
  • Played around in an org any complex scenarios. Eg. Migration tool examples.
  • Few questions around Centre of Excellence and Governance, so I'd recommend the trail head modules listed in the useful links section. 
What kind of questions to expect?
  • Centre of Excellence - Members and their responsibilities
  • Governance - Design / Documentation
  • Sandbox types and their usages - when to use full copy / partial copy / dev
  • Meta-data types and usage in change sets/ migration tool. Eg. External objects - in which category this is available in change sets / package.xml
  • Meta-data api / ant migration tool / IDE / change sets - when to use, what are the key benefits
  • What are the risks using same sandbox for development and test
  • Data migration from non-SF system to SF - what are the risks
Useful links:

Sunday, 9 July 2017

Data Architecture and Management Designer

How I studied?
  • Went through the ebook and all its recommended activities.
  • Followed flash cards and quizelts.
  • Played around in an org. eg. query optimisation and bulk api.
What kind of questions to expect:

  • Few questions in data quality and master data management area. Including questions such as How to identify what is the "system of record"?
  • Data Migration - How to optimise SOQL queries, using indexes and what are the best practices.
  • Usage of skinny tables, standard indexes / custom indexes. No questions regarding index thresholds though.
  •  Improve performance - When to use bulk api?
  • Even though PK chunking and parallel execution of bulk api were widely discussed, I didn't get any questions in those topics.
  • Also there were questions on scenarios where outbound messages were used to send information 3rd parties.  
Useful links:

Monday, 29 May 2017

Sharing and Visibility Designer

How I studied?
  • Went through the ebook and all its recommended activities.
  • Followed flash cards and quizlets.
  • Played around in an org any complex scenarios. eg. Territory Management, Communities, and Portal sharing.
What kind of questions to expect?
  • Ownership Data Skew - how it occurs and how to manage.
  • Parent Child Data Skew  - how it occurs and how to manage.
  • Questions in sharing performance; Related to above 1 and 2 but mainly on "UNABLE_TO_LOCK _ROW" issue.
  • Report/Dashboard - Sharing.
  • Apex managed sharing - best solution for a given scenario.
  • Security vulnerabilities in visualforce eg. using input text tag instead of input field tag.
  • With sharing / without sharing - usage.
  • Territory hierarchies and usage.
  • Account Teams / Opportunity Teams usage and behaviour.
  • Licences : High volume portal licences / Community Licences. (Partner/ Customer/ Customer plus)
  • Profiles vs. Permission sets - differences.
Useful links:

Sunday, 23 November 2014

Dataloading with External IDs

Dataloading with External IDs

With the use of External IDs, painstaking data-loading exercise can be made really simple and 
straight forward. In Salesforce, a classic use-case is to data-load into Many to Many relationships. 
Usually, in order to data-load M2M relationships we insert master objects, extract their ids and
 then match master objects ids with child records manually or using VLookup functionality available
 in MS-Excel. If we have to repeat the data-load into a separate Sandbox or Production environment
 we have to do the same task again as the id's of different environments are not the same. But with
 External IDs, we can make this painful process simpler and quicker.

How to use External IDs to data-load into a Junction Object

For example imagine we are trying to data-load to a junction object named "Account Contact Lookup".
Master objects of this junction object are "Account" and "Contact". Below are the steps need following
 in order to successfully data-load in to "Account Contact Lookup" object.

1. Create two External ID fields on each Master Object; in this case both Account and Contact - Format
 of external Ids can be unique text field or auto number. If you are importing data from a different system
 and you already have a primary key for master objects, you can use a text field(external id) to populate
your external ids. 

2. Insert Master object records (Account and Contact) into the database and populate external Ids.

3. If you are importing data from another system and in the data file for Account Contact Lookup object,
if you have both primary keys for Account and Contact now you can do a upsert on Account Contact
Lookup using Salesforce Data-loader tool.

4. In the first step of the dataloader wizard, select ID as the unique reference. Then in the second step,
you can select external Id field for matching for each object. After selecting relevant external id fields,
you can map Primary Keys in the data files to external id fields of Account and Contact objects in step three. 

5. In the last step select Upsert to create Account Contact Lookup records.

Hello world

Hello all,

This blog is dedicated to sharing SFDC knowledge among the dev community. Hope you all find the content useful.