Developing and launching an AppExchange app involves several best practices to ensure its success. Here are some of them:
- Identify a Unique Idea: As discussed earlier, it's important to identify a unique idea that solves a real problem for Salesforce users. This will help your app stand out in the crowded AppExchange marketplace.
- Plan Your App: Before you start coding, plan your app thoroughly. This includes defining the app's features, user interface, and data model. Also, consider how your app will integrate with Salesforce and other systems.
- Follow Salesforce Development Best Practices: Salesforce provides a wealth of resources on development best practices. These include using bulkified code, avoiding hardcoding IDs, and following security best practices.
- Use a Version Control System: Using a version control system like Git can help you manage your code and collaborate with others. It also allows you to track changes and revert back to previous versions of your code if necessary.
- Write Test Classes: Salesforce requires at least 75% code coverage to deploy code to production. Writing comprehensive test classes not only helps you meet this requirement, but also ensures your app works as expected.
- Create a Compelling Listing: Once your app is ready, create a compelling listing on AppExchange. This includes a detailed description of your app, screenshots, and customer reviews.
- Provide Excellent Customer Support: After your app is launched, provide excellent customer support. This includes responding to customer inquiries promptly and resolving any issues that arise.
- Keep Your App Updated: Salesforce releases new features and updates three times a year. Make sure your app is compatible with these updates by testing it in a sandbox before each release.
In terms of what to use and what not to use, here are some considerations:
- Use Salesforce's Built-In Features: Salesforce provides a lot of built-in features and functionality. Make sure to leverage these as much as possible to avoid reinventing the wheel.
- Don't Use Deprecated Features: Salesforce occasionally deprecates certain features. Make sure to stay up-to-date with these changes and avoid using deprecated features in your app.
- Use Appropriate Design Patterns: Salesforce has its own set of design patterns that are best suited for its platform. Make sure to use these when designing your app.
- Don't Overcomplicate Things: While it's important to build a robust and feature-rich app, it's also important not to overcomplicate things. Keep your app as simple and user-friendly as possible.
- Use a Modular Approach: Design your app in a modular way. This makes it easier to maintain and update your app in the future.
- Don't Ignore Performance: Salesforce has certain limits and governor limits. Make sure your app is optimized for performance and doesn't exceed these limits.
- Use a Consistent Naming Convention: Use a consistent naming convention for your objects, fields, classes, and other components. This makes your app easier to understand and maintain.
- Don't Ignore Security: Salesforce has a robust security model. Make sure your app adheres to this model and doesn't compromise the security of your users' data.
Managing data
- Data Model Design: Design your data model carefully. This includes choosing the right objects (standard or custom), fields, and relationships. A well-designed data model can improve performance, reduce complexity, and make your app easier to maintain.
- Data Validation: Use validation rules, triggers, or Apex classes to validate data before it's saved to the database. This can prevent data corruption and ensure data integrity.
- Data Security: Ensure that your app respects Salesforce's data security model. This includes object-level security, field-level security, record-level security, and sharing rules.
- Bulkification: Salesforce has governor limits that restrict the number of records you can query or DML operations you can perform in a single transaction. Therefore, it's important to write your code in a way that can handle bulk data. This is known as bulkification.
- Avoid Hardcoding IDs: Hardcoding IDs in your code is a bad practice because IDs can change between different Salesforce orgs. Instead, use dynamic SOQL or describe calls to retrieve IDs.
- Use of SOQL and SOSL: Use SOQL for fetching records when you know which objects the data resides in, and SOSL when you don't. Always optimize your SOQL and SOSL queries. Avoid using queries inside loops, and try to fetch only the necessary fields and records.
- Use of External IDs: When integrating with external systems, use external IDs to create a link between Salesforce records and records in the external system. This can make data synchronization easier and more reliable.
- Data Loading: When loading large amounts of data, use the Salesforce Bulk API. This can significantly improve performance.
- Data Backup: Regularly backup your data. Although Salesforce provides data recovery services, it's best to have your own backup strategy in place.
- Use of Custom Metadata Types and Custom Settings: Use Custom Metadata Types and Custom Settings to store configurable data. They are deployable, packageable, and upgradeable, making them a better choice than Custom Objects for storing configuration data.
Remember, every application is unique, and these are general guidelines. Always consider the specific needs and context of your application.
Optimizing the user interface (UI) and user experience (UX)
- Consistency: Ensure that your app's UI is consistent with Salesforce's UI. This includes using similar fonts, colors, and design elements. This will make your app feel like a natural extension of Salesforce, making it easier for users to learn and use your app.
- Simplicity: Keep your app's UI as simple and intuitive as possible. Avoid unnecessary complexity and clutter. The easier your app is to use, the more likely users are to use it and find value in it.
- Responsiveness: Ensure that your app's UI is responsive and works well on different devices and screen sizes. This includes desktops, tablets, and mobile devices.
- Accessibility: Make sure your app is accessible to all users, including those with disabilities. This includes using appropriate color contrasts, providing alt text for images, and ensuring that all functionality can be accessed using a keyboard.
- Performance: Ensure that your app's UI is fast and responsive. Slow or laggy UI can lead to a poor user experience.
- Feedback: Provide clear and immediate feedback to user actions. This includes loading spinners for long operations, success messages for successful operations, and error messages for failed operations.
- Documentation: Provide clear and comprehensive documentation for your app. This includes user guides, FAQs, and tutorials. Good documentation can significantly improve the user experience by helping users understand how to use your app.
- User Testing: Conduct user testing to get feedback on your app's UI and UX. This can help you identify and fix any issues or pain points.
- Localization: If your app will be used in different countries, consider localizing your app's UI. This includes translating text and formatting dates and numbers according to the user's locale.
- Customizability: Consider allowing users to customize certain aspects of your app's UI. This can improve the user experience by allowing users to tailor the app to their needs and preferences.
Optimizing Security
- CRUD/FLS Enforcement: Always enforce CRUD (Create, Read, Update, Delete) and FLS (Field Level Security) in your Apex classes. This ensures that the user can only perform actions and access fields that they have permission for.
- Avoid SOQL Injection: Always use bind variables in SOQL queries to avoid SOQL injection. Never concatenate user input directly into a SOQL query.
- Sharing Rules: Always declare your Apex classes with either
with sharing
orwithout sharing
keyword. This ensures that the sharing rules of the current user are respected. - Session Management: Be careful when managing sessions, especially when making callouts to external systems. Avoid storing sensitive information in cookies or URL parameters.
- Use of Managed Packages: Managed packages provide a layer of security by obfuscating the code. This prevents the end user from viewing or modifying the code.
- Secure Coding Practices: Follow secure coding practices such as avoiding the use of the
System.runAs
method in production code, checking for nulls before dereferencing variables, and catching exceptions in your code. - Security Review: Before listing your app on AppExchange, it must pass a security review by Salesforce. This ensures that your app meets Salesforce's security standards.
Remember, security is not a one-time task but an ongoing process. Always stay updated with the latest security best practices and apply them to your app.
Optimizing Performance
- Bulkification: Salesforce has governor limits that restrict the number of records you can query or DML operations you can perform in a single transaction. Therefore, it's important to write your code in a way that can handle bulk data. This is known as bulkification.
- SOQL and SOSL Queries: Always optimize your SOQL and SOSL queries. Avoid using queries inside loops, and try to fetch only the necessary fields and records. Use relationship queries to minimize the number of queries.
- Avoid Recursive Triggers: Recursive triggers can lead to infinite loops and exceed governor limits. Always have a mechanism in place to prevent recursive trigger calls.
- Use of Future Methods and Batch Apex: Future methods and Batch Apex allow you to handle operations asynchronously, which can help to avoid hitting governor limits. However, they should be used judiciously as they have their own set of limits.
- Use of Static Variables: Static variables can be used to store data that can be accessed across multiple triggers in a single transaction. This can help to avoid unnecessary SOQL queries.
- Use of Custom Indexes: Custom indexes can significantly improve the performance of SOQL queries. You can request Salesforce to create custom indexes on certain fields.
- Use of Formula Fields: Formula fields can impact performance as they are calculated at runtime. If a formula field is complex or references other formula fields, it can lead to performance issues.
- Use of @AuraEnabled Caching: In Lightning components, you can use @AuraEnabled caching to cache data on the client-side and reduce server trips.
- Optimize Lightning Component Performance: There are several ways to optimize the performance of Lightning components, such as minimizing the use of aura:iteration, using unbound expressions, and using the Lightning Data Service.
- Testing and Monitoring: Use the Developer Console, debug logs, and other tools to monitor and optimize performance. Regularly test your app with large data volumes (LDV) to identify and fix any performance issues.
Optimizing the deployment process
- Use of Salesforce DX: Salesforce DX provides a set of tools for streamlined development and deployment. It supports version control systems and facilitates continuous integration and continuous delivery (CI/CD).
- Use of Scratch Orgs: Scratch orgs are disposable Salesforce orgs where you can do your development and testing. They can be easily created and deleted, making them ideal for continuous integration systems.
- Use of Unlocked Packages: Unlocked packages are a type of Salesforce package that allows for easy deployment of code and customizations. They support versioning and can be upgraded or rolled back as needed.
- Automated Testing: Automated testing is crucial in the deployment process. Salesforce requires at least 75% code coverage to deploy code to production. Make sure to write comprehensive test classes that cover various scenarios.
- Use of Deployment Tools: There are several tools available for deploying Salesforce apps, such as Gearset, Copado, and Jenkins. These tools can automate the deployment process and provide features like comparison between orgs, version control, and rollback capabilities.
- Data Migration: If your app includes data, consider how you will migrate this data during deployment. Tools like the Data Import Wizard or Data Loader can help with this.
- Post-Deployment Verification: After deployment, verify that your app works as expected. This could include running tests, checking that all components have been deployed correctly, and performing smoke tests.
- Rollback Strategy: Have a rollback strategy in case something goes wrong during the deployment. This could involve using version control systems to revert changes, or using tools that support rollback capabilities.
- Security Review: Before listing your app on AppExchange, it must pass a security review by Salesforce. This ensures that your app meets Salesforce's security standards.
- Environment Considerations: Consider the differences between your development, testing, and production environments. These could include different configurations, data, and users.
Remember, every application is unique, and these are general guidelines. Always consider the specific needs and context of your application.