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Top 7 Best Practices For Salesforce Development

In 2017, Salesforce came up with its DX version with features like Salesforce CLI, a new sandbox, and best practices for source-driven development. That made helping hands from Salesforce consulting services California more than optional.

The need for best practices arises for bringing synergy into the whole ecosystem and helping create a faster solution that satisfies the particular requirements of each business with its extensive features and customization options.

What Is Salesforce Development?

The Salesforce ecosystem has multiple products covering Marketing, Sales, Services, Analytics, Commerce, and Slack. Under Salesforce development, you build solutions with the help of no-code tools and code. To design, create, and install Salesforce products, several stakeholders work in a seamless way.

Best Practices For Salesforce Development

Plan Everything In Advance

For better and faster Salesforce development, planning is as important as implementation. Certified Salesforce consulting partners emphasize that the best way to plan everything is through brainstorming and SWOT analysis. This not just brings better clarity in the development process but also minimizes the uncertainties that may come later on.

Focus On Process Documentation

Irrespective of our intelligence, we tend to forget things. That's why documenting the process in the form of an SOP, guidebook, etc., is a good choice. These written documents work like a reference point for everyone involved in the development process.

Every step of the monitoring, auditing, and compliance process should have written documents before moving on to development.

Understanding Salesforce Architecture

In order to design and deliver solutions in the Salesforce ecosystem, architectures are used. The architecture assists developers in choosing the best options as per their needs. Thus, prior to beginning any development activities with the aid of Salesforce consulting services, it is essential to comprehend the Architecture. 

Use Of Development Tools

Time and resources required in the Salesforce development are directly proportional to the choice of tools. Take a good amount of time to evaluate all the alternatives and seek help from Salesforce consulting company in California whenever necessary.

Use Of Sandbox

Each developer must utilize sandboxes appropriately based on their own requirements. There are numerous Sandboxes in the Salesforce development process with or without data. These Sandboxes provide choices for conveniently tracking changes and advancement in Salesforce development.

Abidance To Coding Conventions Is Must

A Salesforce developer needs to create the code in a readable manner, along with adhering to accepted coding standards and naming conventions. Salesforce consulting services California always suggests developers against complicating the process through the use of difficult frameworks, libraries, and more.

Give Priority To Testing Before Deployment

Skilling the testing stage is an invitation to negative results in the short term or long term. Who wants to sabotage the growth process or do the correction later on? To save time and effort, it is standard practice to test the code using automated test scripts or tools before deployment.

Final Thoughts

You want better and faster results from Salesforce, right? For that, the development team needs to keep the process simple and consistent, along with adhering to the best practices continuously.

Like others, you also need a Salesforce consulting partner having the experience to help you follow the best practices. Feel free to connect with Algoworks; they’re best for consultation, customization, and integration in Salesforce.

Summary

Salesforce’s trust is built into the infrastructure, network, application services, and every other layer of platforms enabling over 150,000 businesses worldwide. That's possible due to every stakeholder following best practices. Find best practices at Algoworks.