Tag: piptips

  • Pip Tip #38 – Decoding Salesforce buzzwords

    Pip Tip #38 – Decoding Salesforce buzzwords

    Decoding Salesforce Buzzwords

    Ever felt like Salesforce speak is its own language? You’re not alone.

    Whether you’re new to the platform or just tired of nodding along in meetings (we see you), here’s a quick decoder for some of the most common Salesforce terms:

    • Object = Just a fancy word for a table (like Leads, Accounts, or that custom one your admin built at 2am).
    • Record = A single row in that table. Like one customer, or one sales deal.
    • Field = A column. First name, email, budget, etc.
    • Flow = Point-and-click automation that does things so you don’t have to.
    • Lightning = No, not weather. It’s the modern UI (user interface, what you see and click on when you use a digital tool) – think fast, sleek, more clicks.
    • Apex = Salesforce’s programming language. (Basically, what devs do when Flows can’t handle it.)
    • Sandbox = Your practice playground. Where you (hopefully don’t) break things before they go live.
    • Trigger = A bit of code that fires when something changes. Like “if X happens, do Y.”
    • AppExchange = The App Store, but for Salesforce tools and add-ons.
    • Admin = The superhero who makes Salesforce work for everyone else.
  • Pip Tip #40 – A helping hand for developers

    Pip Tip #40 – A helping hand for developers

    A helping hand for Developers

    Github Copilot is a generative AI tool that can offer coding suggestions based on comments in the code, plus auto completion for current lines and entire blocks of code.

    Copilot can offer multiple suggestions which can be manually accepted or rejected, boosting your development speed and precision.

    The Visual Studio Code extension for Github Copilot allows you to use all of this within the editor itself, and with the Github Copilot chat extension (which uses GPT-4) and Copilot, you can use “@workspace” at the beginning of your search, allowing it to scan your local project to provide suggestions or help locate specific pieces of code, as well as clarifying error messages in the console!

  • Pip Tip #41 – Optimising lwc development workflow using Salesforce plugins

    Pip Tip #41 – Optimising lwc development workflow using Salesforce plugins

    Optimising LWC Development Workflow using Salesforce Plugins

    Enhancing the workflow for Lightning Web Components (LWC) in Salesforce is crucial for efficient and high-quality application development.

    Two tools we recommend facilitating this process are the Salesforce Scanner and the LWC Local Development plugin.

    Salesforce Scanner is dedicated to ensuring code quality and adherence to best practices, while the LWC Local Development Plugin focuses on streamlining the development and testing phases.

    Integrating these plugins results in improved efficiency, reliability, and quality in Salesforce LWC application development!

  • Pip Tip #44 – Benefits of universal api management

    Pip Tip #44 – Benefits of universal api management

    Benefits of Universal API Management

    Universal API Management (UAPIM) on an Anypoint Platform provides users with a set of capabilities which empower them to manage the full lifecycle of their APIs.

    Below are the main benefits of using UAPIM:

    ACCELERATE APPLICATION DELIVERY: Compose services using any API across the enterprise — built by any team, for any purpose, for any audience.

    • API DESIGN CENTER: Build APIs for any purpose.
    • ANYPOINT EXCHANGE: Reuse APIs built anywhere.
    • API EXPERIENCE HUB: Publish APIs to any audience.
    • IMPLEMENT ANY ARCHITECTURE: Manage and secure any service at scale — from monolith to micro-service.
    • FLEX GATEWAY: Secure any service or micro-service.
    • API MANAGER: Manage users and services in one place.
    • API GOVERNANCE: Operationalise API governance.
    • OPERATE IN ANY ENVIRONMENT: Securely deploy and monitor your services across any cloud or environment with a consistent experience.
    • MULE RUNTIME SERVICES: Deploy to any environment.
    • ANYPOINT MONITORING: Monitor your operations consistently.
    • ANYPOINT SECURITY: Apply advanced security automatically.
  • Pip Tip #46 – Explaining open api

    Pip Tip #46 – Explaining open api

    Explaining Open API

    The strength of Salesforce lies in its seamless integration with a variety of tools and applications.

    Utilising OpenAPI can significantly simplify this process. But what exactly does this mean?

    Think of OpenAPI as a standardised recipe for APIs. Similar to how a recipe guides you in preparing a dish, OpenAPI provides clear instructions on how to structure and implement an API.

    It is a specification that ensures APIs adhere to consistent rules and documentation standards, serving as a blueprint.

    This ensures that developers can easily understand, implement, and integrate their software with a specific service, platform, or system. Using OpenAPI to establish connections is akin to following a recipe to create a 5 star meal!

    It is essential to note that in order to create your own connections in Salesforce using Open API, you must have the Enterprise Salesforce license at minimum!

  • Pip Tip #47 – Best practice with apex code coverage visualiser

    Pip Tip #47 – Best practice with apex code coverage visualiser

    Best Practice with Apex Code Coverage Visualiser

    Apex Code Coverage Visualiser for VS Code empowers Salesforce developers to write high-quality, well-tested code by providing a clear and interactive overview of test coverage directly within the familiar VS Code environment.

    With this tool, developers can ensure the reliability and robustness of their Apex code while optimising their testing processes.

    This extension allows you to see class coverage metrics, visualise a coverage report, interactive exploration and filtering, and provide seamless integration.

    Read more

  • Pip Tip #49 – Rescue your org from risks

    Pip Tip #49 – Rescue your org from risks

    Rescue your org from risks

    Did you know that every few years, OWASP makes a top 10 list of the top security issues in development?

    They most recently published a Top 10 web application security risks in 2021, which includes among other flaws broken access control, cryptographic failures, and injection.

    In 2023, they published a Top 10 API security list which includes broken object level authorisation, broken authentication, and broken property level authorisation as the top 3 security vulnerabilities in API development.

    Read more

  • Pip Tip #50 – Transform your app development

    Pip Tip #50 – Transform your app development

    Transform your app development

    Custom Metadata Types in Salesforce offer a transformative approach for app developers, enabling the seamless storage and management of application configurations.

    Unlike their counterpart, Custom Settings, Custom Metadata records stand out for their deployability, packageability, and upgradeability. This distinction is particularly beneficial in the context of managed package development.

    Furthermore, one standout feature of Custom Metadata is its ability to expose configuration directly to Admins, eliminating the need for code modifications. Thus, Admins can effortlessly customise app behaviour to align with specific business requirements by simply updating Custom Metadata used in the application.

    This flexibility allows developers to craft applications that are not only more dynamic, but also highly adaptable. Said adaptability is extremely powerful for enhancing an application’s utility and scalability.

  • Pip Tip #42 – Salesforce & spreadsheets

    Pip Tip #42 – Salesforce & spreadsheets

    Salesforce & Spreadsheets

    Struggling with siloed data in spreadsheets?

    XL Connector and G Connector are products which can enhance user productivity by providing a user-friendly data manipulation solution.

    They allow users to transfer data in Salesforce (or other CRMs and databases) directly from Excel or Google Sheets.

    Read our new article to find out more! Read more

  • Pip Tip #45 – Leveraging account discovery

    Pip Tip #45 – Leveraging account discovery

    Leveraging Account Discovery

    A feature of the Salesforce Spring ’23 release, Account Discovery provides dashboards and Einstein Discovery models to help you identify Accounts with potential for growth.

    It works by analysing measures such as the number of deals closed, deals open, win rate, activities and products. Each Account is assigned to a cluster based on commonalities found in these measures.

    The Accounts are then benchmarked against the cohort (cluster) average and Key Performance Indicators (KPIs).

    As a Sales Leader or Sales Rep, you can also use Account Discovery to quickly identify and prioritise at-risk Accounts, and take the necessary steps to mitigate.

    It’s a powerful tool for sales teams to manage and grow their Accounts!