Best practices- Salesforce Configuration & Development
Published: 2022-12-09 09:29:32


Salesforce projects require the framework to be configured and code built often. You need to do the right configuration to ensure performance, maintainability and platform limitations. It's not because "it functions," that it's programmed correctly. Salesforce, or a consulting partner, could audit the configuration at any time. If you already know the best practices after the analysis you will have less rework. This page is a list of best practices in configuration and development, we don't cover the field of business or project, just basic application setup and code.
The Salesforce platform is ultra-adaptable. And if you're designing a new Salesforce configuration to meet your business needs, or you've discovered a feature you've never known existed, it's best to securely introduce such your customizations. We've listed the steps you can take here in this article when trying to bring these new features into your Salesforce org.
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Get your system ready
If you have a new org, there will be plenty of features that you would like to customize to suit your business. And if you configure an existing department, a lot of parts of the Salesforce program might already have been adapted. Anyway, what you're going to configure could impact other Salesforce features that already exist. Therefore, you want to make sure it doesn't have any negative effects when you do your Salesforce configuration.
For a new Salesforce org, you are promised a clean structure, but most of the current organs need a bit of effort. It's always prudent to ensure your current system is clean before any new customizations are made. Check out our six-part series for step-by-step guidance on how to provide a bit of spring cleaning for your Salesforce org.
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Is that the Best Way?
When a request for a new configuration for Salesforce comes in, it's easy to immediately switch to and incorporate a solution. There are, however, be several ways to incorporate a new configuration and sometimes it's worth just taking some time to assess your choices. Many approaches are simply more flexible and adaptable than others. For example, most admins can easily handle complex customizations made using standard Salesforce features such as Process Builder, or Flows. A design built in Apex, on the other hand, appears to take longer to adapt and would require a Salesforce developer to handle it.
It can be tempting for many Salesforce developers to just code something instead of building up the same functionality through standard features. However, configuring as much as you can using standard features is often a safer practice, and then switching to Apex when there is no other alternative.
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Great Planning Always Results in Great Execution
When you're ready to customize Salesforce, it's worth getting a plan together for how you'll be implementing and deploying your growth.
Having a strategy has many benefits to it. Firstly, it gives you the chance to put precisely what you are doing on paper, giving you a guide that can be used down the road again. It is useful both for checking your customization as well as when any potential creation or modification that could affect your current modification is being done.

Second, a schedule helps you to arrange and prioritize your customizations and in what order. It is crucial because many features rely on other features, which means you'll need to make some customizations before others. So careful preparation should make the project as effective as possible for customization.
Always Use the Sandbox!
As tempting as it might be to just go ahead and make fast customizations in your live org, the chance of destroying your system without being able to roll back isn't really worth it. You can build your Salesforce customizations in a secure environment with a sandbox and check them without impacting a single other user or your live system.
You have many sandbox options, so here are some general best practices on when to use these sandboxes from Salesforce.
•	Developer Sandbox-This sandbox is perfect for developing and testing new customizations with fresh test data. It is because the developer sandbox is created with no data at all, allowing you to see a clean environment without any data mess pre-existing.
•	Partial Sandbox–You get a collection of sample data inputted into your device with a partial sandbox, which allows you to see what impact a modification might have on your data. This is a very nice testing area, because you can check or use the actual sample data as a guide to add extra test data. 
•	Complete Sandbox–This is the ultimate sandbox, a complete copy of your org, so you can install your latest customizations into it and see how it looks in your environment. This sandbox is usually held before deploying to live for final testing, since everything that is applied to the full sandbox will be ready for live org. It is best to keep this up to date because in most situations this is the closest thing to a backup of your live Salesforce program that you can have.
Get the Experts In
Salesforce has a huge array of apps, and it can be very difficult to learn the ability to configure them all without something going wrong. So, if the design you need to make is completely out of your depth, then why not get someone else to do it for you –more knowledgeable than you–?
Even though at first it can seem expensive, this approach will also save you money in the long run. This is because there are just too many cases where features have been poorly introduced and impact other existing features in Salesforce, ensuring that you will ultimately have to employ a Salesforce specialist to fix it anyway!
Using Support Tools
If the Salesforce configuration you're trying to create is difficult, you might need some pro tools to help you feel more comfortable that nothing in the current framework can affect you. [Victorious Digital for Salesforce](https://victoriousdigital.in/salesforce-certification-training-institute-pune/) lets you customize the Salesforce operation. It shows you the effect your customizations can have on other apps and allows you to safely and securely release the new features.
Test Multiple Times
Your new configuration with Salesforce will potentially impact many other users and even functionality in your Salesforce program. So, before deploying it from the sandboxes we spoke about earlier on to your live org, you want to make sure it works properly! Being a Salesforce administrator or dev, you know how the new configuration will work, and you are going to check it accordingly. But careful testing requires various procedures to ensure that the new software works in any case, even if it is being used in a way it is not designed for.
Use Helpful Naming Conventions 
A great way to support your fellow admins and programmers, coupled with comprehensive explanations mentioned in the next section, is to use naming conventions. There are no "standard" conventions for naming Salesforce, and many people would have their own style or system to do so. So, there are usually three main points to follow to build a reasonable naming convention for your Salesforce org:

•	Be organized-Your convention of naming will follow the same rule in your organ. This way, each function can be clearly described and understood, whether it is an entity or a process. For example, you might use object fieldname c (opportunity email c) for custom fields, or you could use Object –process (Opportunity –Owner Automation) for a process.
•	Be Succinct–The clearer the convention on naming, the easier it is not only to understand but also to enforce and increase adoption. So, it is best to only have important details in the term.
•	Be consistent conventions of naming are pointless if no one sticks to them. It just adds to the uncertainty if certain people stick to the rules and others do not. Using the above steps can help make it easier for your users to abide by the rules, but training and a little practice can go a long way too!

Add Details
Many Salesforce apps have an area where you can write a overview of the context behind the customization while performing the customizations. This will also help other administrators and developers understand what the feature is about and avoid duplicating or modifying the configuration when it shouldn't be. This area is also a place where you can log into the improvements or customizations have been made to that app, making it easier to find out whether any changes–or changes–may affect another area you are working on.
Help Your Users
Many fields and features within Salesforce, such as validation rules or Apex, can view support text. These notifications will let the user know if they are doing anything wrong or help guide them to use a new configuration the best they will. Guidance such as this for new customizations can go a long way in trying to get users to embrace the new features. Helping the customers often means a configuration is used for the intended purpose.
Conclusion
These primary best practices will help you configure Salesforce to suit your business needs in a secure manner. And with help from tools like Salesforce's [Victorious Digital](https://victoriousdigital.in/), you can also gain the confidence you need to introduce even more complicated customizations.
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