Force.com Enterprise Architecture - Second Edition

Andrew Fawcett

• Publisher: Packt Publishing
• Year: 2017
• eBook ISBN: 9781786465054
• Edition: 2
• Topic: Computer Science
• Subtopic: Cloud Computing
• Index: Computer Science

Architect and deliver packaged Force.com applications that cater to enterprise business needsAbout This Book• Explore the lightning framework, advanced application life cycle processes, and testing• Use the Force.com platform to build truly integrated, scalable, and robustly engineered applications focused on enterprise-level customer demands• Using the Lightning technology to deliver modern and responsive user experiences targeting multiple devices through Lightning Experience and Salesforce1 Mobile.• Step-by-step, work on examples to get you building your own ready-to-install packaged applicationWho This Book Is ForThis book is for advanced Force.com developers and architects who need to understand the Salesforce platform from the perspective of enterprise-level requirements. A prior understanding of Apex and Visualforce is a must. Those familiar with other enterprise software ecosystems will also find this book ideal as they adopt Force.com.What You Will Learn• Package, install, test, and upgrade an application• Define architecture-aligning data storage and functional requirements• Develop Apex code that is easy to navigate, self-documenting, testable, robust, and organic• Leverage your application's clientagnostic Service layer backbone to support numerous platform areas• Get the most from hosting your application within the Lightning Experience and Salesforce1 Mobile clients• Apply querying, indexing, and asynchronous best practices• Leverage mocking and dependency injection in your Apex tests• Explore tips for developing advanced applicationsIn DetailCompanies of all sizes have seen the need for Force.com's architectural strategy focused on enabling their business objectives. Successful enterprise applications require planning, commitment, and investment in the best tools, processes, and features available.This book will teach you how to architect and support enduring applications for enterprise clients with Salesforce by exploring how to identify architecture needs and design solutions based on industry standard patterns. There are several ways to build solutions on Force.com, and this book will guide you through a logical path and show you the steps and considerations required to build packaged solutions from start to finish. It covers all aspects, from engineering to getting your application into the hands of your customers, and ensuring that they get the best value possible from your Force.com application. You will get acquainted with extending tools such as Lightning App Builder, Process Builder, and Flow with your own application logic. In addition to building your own application API, you will learn the techniques required to leverage the latest Lightning technologies on desktop and mobile platforms.Style and approachThe book takes a straightforward approach, taking apart the Force.com architecture for you to gain a deep understanding of how you can implement the Salesforce platform based on enterprise-level requirements.

Force.com Enterprise Architecture - Second Edition

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Table of Contents

Force.com Enterprise Architecture - Second Edition

Credits

Foreword

About the Author

Acknowledgements

About the Reviewers

www.PacktPub.com

eBooks, discount offers, and more

Why subscribe?

Instant updates on new Packt books

Customer Feedback

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Deploying the source code

Downloading the color images of this book

Errata

Piracy

Questions

1. Building, Publishing, and Supporting Your Application

Required organizations

Introducing the book's sample application

Package types and benefits

Features and benefits of managed packages

Creating your first managed package

Setting your package namespace

Creating the package and assigning it to the namespace

Adding components to the package

Extension packages

Package dependencies and uploading

Uploading the release and beta packages

Optional package dependencies

Dynamic bindings

Extension packages

Becoming a Salesforce partner and benefits

Security review and benefits

Getting the best out of the Partner Community

Creating test and developer orgs via Environment Hub

Introduction to AppExchange and listings

Installing and testing your package

Automating package installation

Licensing

The Licenses tab and managing customer licenses

The Subscribers tab

The Subscriber Overview page

How licensing is enforced in the subscriber org

Providing support

Customer metrics

Trialforce and Test Drive

Distributing Salesforce Connected Apps

Summary

2. Leveraging Platform Features

Packaging and upgradable components

Custom field – picklist values

Global Picklists

Automating upgrades with the Salesforce Metadata API

Understanding the custom field features

Default field values

Encrypted fields

Special considerations for Platform Encryption

Lookup options, filters, and layouts

Rollup summaries and limits

Understanding the available security features

Functional security

Your code and security review considerations

Data security

Your code and security review considerations

Platform APIs

Considerations for working well with OK platforms APIs

Localization and translation

Localization

Translation

Building customizable user interfaces

Layouts

Visualforce

Lightning App Builder and Components

E-mail customization with e-mail templates

Process Builder, Workflow and Flow

Social features and mobile

Summary

3. Application Storage

Mapping out end user storage requirements

Understanding the different storage types

Data storage

Columns versus rows

Visualizing your object model

Considerations for configuration data

Custom Metadata Type storage

Custom Settings storage

File storage

Record identification, uniqueness, and auto numbering

Unique and external ID fields

Auto Number fields

Subscribers customizing the Auto Number Display Format

Record relationships

Reusing the existing Standard Objects

Importing and exporting data

Options for replicating and archiving data

External data sources

Summary

4. Apex Execution and Separation of Concerns

Execution contexts

Exploring execution contexts

Execution context and state

Platform Cache

Execution context and security

Execution context transaction management

Apex governors and namespaces

Namespaces and governor scope

Deterministic and non-deterministic governors

Key governors for Apex package developers

Where is Apex used?

Separation of Concerns

Apex code evolution

Separating concerns in Apex

Separation of concerns in Lightning Component JavaScript

Execution context logic versus application logic concerns

Improving incremental code reuse

Patterns of Enterprise Application Architecture

The Service layer

The Domain Model layer

The Data Mapper (Selector) layer

Introducing the FinancialForce.com Apex Commons library

Unit testing versus system testing

Packaging the code

Summary

5. Application Service Layer

Introducing the Service layer pattern

Implementation of design guidelines

Naming conventions

Bulkification

Sharing rules enforcement

Defining and passing data

Considerations when using SObject in the Service layer interface

Transaction management

Compound services

A quick guideline checklist

Handling DML with the Unit Of Work pattern

Without a Unit Of Work

With Unit Of Work

The Unit Of Work scope

Unit Of Work special considerations

Services calling services

Contract Driven Development

Testing the Service layer

Mocking the Service layer

Calling the Service layer

Updating the FormulaForce package

Summary

6. Application Domain Layer

Introducing the Domain layer pattern

Encapsulating an object's behavior in code

Interpreting the Domain layer in Force.com

Domain classes in Apex compared to other platforms

Implementation design guidelines

Naming conventions

Bulkification

Defining and passing data

Transaction management

Domain class template

Implementing Domain Trigger logic

Routing trigger events to Domain class methods

Enforcing object security

Default behavior

Overriding the default behavior

Apex Trigger event handling

Defaulting field values on insert

Validation on insert

Validation on update

Implementing custom Domain logic

Object-oriented programming

Creating a compliance application framework

An Apex interface example

Step 5 – defining a generic service

Step 6 – implementing the domain class interface

Step 7 – the domain class factory pattern

Step 8 – implementing a generic service

Step 9 – using the generic service from a generic controller

Generic Compliance Verification UI with Visualforce

Generic Compliance Verification UI with a Lightning Component

Summarizing compliance framework implementation

Testing the Domain layer

Unit testing

Test methods using DML and SOQL

Test methods using the Domain class methods

Calling the Domain layer

Service layer interactions

Domain layer interactions

Updating the FormulaForce package

Summary

7. Application Selector Layer

Introducing the Selector layer pattern

Implementing design guidelines

Naming conventions

Bulkification

Record order consistency

Querying fields consistently

The Selector class template

Implementing the standard query logic

Standard features of the Selector base class

Enforcing object and field security

Default behavior

Overriding the default behavior

Ordering

Field Sets

Multi-Currency

Implementing custom query logic

A basic custom Selector method

A custom Selector method with subse...

Table of contents

• Force.com Enterprise Architecture - Second Edition