Posts

Managing your SFDX Data with Bulk Apex

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SfDX and Record Types In my previous article on Importing a complex data structure in Salesforce DX, I touched on the fact that Salesforce DX data tree import does not support the assignment of record types. I mentioned in my youtube video that you can address this with Apex and using patterns in the data. So that's what this article is about. We're going to use the same test data and schema, and build bulk apex jobs to change the record types. Experience Records In the Resume, we break up Experiences into 3 record types: Professional, Educational, and Professional Development. The record types determine how they are displayed on the Resume pages. As you can see below, when we initially import the data, the record types are not correct and thus the resume is not properly formatted. Since Salesforce DX does not allow us to assign record types during the import, when we have large data volumes, this is not sustainable. So we need to look for patterns in

Résumé built on the Force.com platform

App Introduction If you've every been to a Salesforce training class for Admin or Developer, chances are you may have worked with a hiring/recruiting app for your training exercises. As I got more exposed to the Salesforce platform and changed jobs a few times, I thought "why not manage my résumé" through the Salesforce.com platform? I felt it was a perfect challenge since you have to store similar data elements, and visualize them in an appealing medium so someone can quickly glance at your experience. With Salesforce DX becoming GA, I thought it was also the right opportunity to learn Sfdx as well as push my comfort level with Apex and Visualforce, as well as Lightning. How to install This app is intended to be built and tweaked via Salesforce DX. Linked is a useful Trailhead trail (the quick start on Unlocked Packages was also very helpful) on how to set up a DevOrg, push to Scratch Orgs, and even package it for your use. I would encou

Importing a complex data structure in Salesforce DX

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Introduction When Salesforce DX was announced, I was excited, finally Developers can operate like true developers, using files to build apps instead of going through a UI. However, one feature that came out that excited every DBA (database administrator) bone in my body was the ability to use Data Trees to import data into scratch orgs. It's pretty simple, you create your data in a scratch org, then you export it to JSON files. Then you import it into the next scratch org. The idea is you can build test data for the apps you build with Salesforce DX. However, when I started toying around with this for my Resume Builder app, it wasn't clear how to relate multiple objects to one another, it looked like only 1 parent object and multiple children, and you can only go down 1 level. So I made a video and this post on how to export an app's data with multiple data levels. Check out my youtube video on how to manage Salesforce DX data for scratch orgs.

Salesforce Exams - Try Try again

How to study: I've seen a lot of posts on reddit, twitter, and other mediums on how to study for Salesforce exams. People have found resources like blogs, mock exams, and other things to study. But there is one, that many people overlook! Just take the exam, the retake fee is cheaper than wasting time and money on unofficial sources. As someone who has taken 7 exams, including Admin, Developer, and Architect exams, here's my advice. First use the study guide from certification.salesforce.com to understand the topics and the relative coverage of topics in the exam. If you break down the number of questions in the exam by the percentage covered, you have an idea of how many questions on each topic there will be. Focus on the big ones, the ones and two question sections just brush over them but don't get too hung up on them. Also head over to salesforcememo.com , the articles on taking architect exams has been spot on! Next, head over to trailhead and see if there's