Learning About Apex Integration Services

Trailhead, the free, fun and fast way to learn Salesforce, has new content.  There is a new Advanced Admin Trail that features modules on Advanced Formulas (which is a new module), Event Monitoring and Lighting Connect.  Keeping with the Lightning theme, there are modules on Chatter and Data Management within the Lighting Experience. 

For those Star Wars and Force (.com) fans out there, check out Build a Battle Station App project.  The intro in the first step had me laughing out loud and is worth a read.  Best of all, if you complete this clicks not code project by December 31, 2015, you have the chance to win awesome prizes like a Play Station 4 or Sphero Robot, check out the full details.

If you have completed the Application Lifecycle management module, you will want to check out the updates made to it.  Finally, the module that caught my eye and one I want to dive into more detail is the Apex Integration Services.

How To Approach Manage Package Release Testing

While there are multiple places where testing occurs in the life of releasing a managed package to the Salesforce AppExchange, let’s take a look at the transition from deployed code in a packaging org to a released version of a managed packaged.

 

Now, you may ask, is there a need to do more testing in , phase?  Aren’t the unit tests, functional testing, regression testing, etc. already performed enough?  I believe it is imperative to test the packaging of your app before releasing, as there is still room for defects to find their way into the final product.  Testing on the final product is always a good idea.

 

For example, when packaging up your app, did you include every single new component or remember to delete that obsolete field?  Perhaps you hit a ‘working as designed feature’ where custom labels used in an apex composition component are not included in package causing the install to fail.  When including permission sets in the package, do they include permissions for a custom object that is the child of a master/detail relationship with a standard object (hint – the package install will fail)?  What about the upgrade experience for existing customers, will everything work correctly and do your upgrade notes cover all the necessary steps to updated layouts, views and other non-upgradable components?

 

As many possible issues can arise, you owe it to your customers (not to mention the team’s effort to reach this point) to ensure a quality release.  I will cover the testing from when release ready code is available in a packaging org through the managed release version.  Before uploading a release version of the managed package to the app exchange, here is what I do.

Beta Packages

A great option in the packaging org is the ability to create beta packages.  A beta package lets you create a package, install it into another org and test the package without having to commit to the components in a package.  Conversely, with a managed package release version, the components are permanent.  With each Salesforce release, there are additional capabilities for ISVs to remove components from released packages.  However, certain components like global interfaces cannot be deleted or changed.  In many cases, going right to a released version without final testing can leave you stuck with components you don’t want.

Although beta packages have a lot of benefits, there are a few limitations to outline.   First, beta packages cannot be upgraded.  The practical impact of this limitation is the following.  When testing a beta package, if you find an issue and plan to release a second beta, it cannot be installed into the same org on top of the first beta package.  You have to uninstall the beta package first.  While this seems like a minor annoyance first, keep in mind that any related components must be removed or updated first.  For example, if your installation process calls for button overrides, page layout assignments, data creation, etc., it must be undone first.  This can greatly increase the effort involved.  Next, beta packages can only be installed in developer orgs or sandboxes.  So if you wanted to spin up a trial force org as a starting point and then apply the beta you are out of luck. 

 

Creating a beta package is easy.  From the packaging org, select a Release Type of Managed – Beta.  Then you can install in a Developer, Sandbox or test organization for registered partners.

 

Beta INSTALL org

My first step is a simple new installation test of the beta package.  I have a dedicated beta test org that is dedicated for this purpose.  I installed the package to verify that there are no unexpected installation problems (like the master/detail permission set issue) and to test out post install scripts.
While many managed packaged do not include permission sets, I encourage you to consider adding them.  A simple search of Ideas on the Success Community shows that setup hurdles with managed packages is a source of common complaint.  Permission sets assist with the setup processing, making it easy to assign functionality to groups of users.  While permission sets are great, it is not possible to include standard objects in permission sets for a managed package.  In addition, a permission set that includes permissions on a custom object that is child in a master/detail relationship with a standard object will cause the install to fail. 
My approach has been to include everything possible in a permission set that is installed with the app.  While details are included in the installation guide to create the additional permission sets manually, it is not the best admin experiences.  I had tried to create the permission sets as part of a post-install script, but the context that this script runs does not have permission to do this.  Feel free to vote for my idea to allow this.  Instead, I offer an apex class that can be installed in the org, executed to create the additional permission sets and then removed.
While performing a beta install test, I do not go through extensive post-install setup or create sample data.  Any additional setup or data, must be undone to uninstall.  Remember, the point is to test the install, not the entire app.  You will be installing and uninstalling in this org, a lot.  It is possible to install and uninstall the managed package through the API, which can be a time saver.

Beta Upgrade org

The second step in the process is to test the upgrade from the last released version of the package (betas cannot be upgraded).  Here I have a second, dedicated beta upgrade org.  This is installed with the latest, managed release version of the package prior to the beta.  I would rather find out early in the process that there is an upgrade issue.  Similar to the Beta Install Org, there is only minimal setup on the prior version.  After upgrading to the latest beta, the package will need to be uninstalled to test again.
To further facilitate the installation and setup testing, I am working on setup and teardown processes that will use the meta-data API to further automate the testing process.  More on that in the future.

Beta Testing org

As I now know the beta package will install and upgrade, it is time for more thorough testing.  It is best to start with new install testing first.  I want to preserve my previously setup orgs for testing on the final beta version, where only potential upgrade issues exist.  This helps to preserve more realistic data from the prior version.  While I could use the Beta Install or Beta Upgrade org for this testing, it would defeat the purpose of quick and easy installs.  In this org, it’s time to run the app through its paces, including testing of permission sets or profile settings with different users.  Ideally, no issues are found and testing can move forward to the last step.  If issues are found, its time to build a new beta version, uninstall and start testing again.

Upgrade Testing

At this point, its time to test the upgrade from a prior version with full setup and data.  As many package components are not upgradeable (such as page layouts, list views and reports), it is good to check out the upgrade experience as well.  You can verify that upgrade notes accurately capture all of the needed changes.  Saving this for last minimizes the amount of testing setup that is needed. In my case, I have a several different testing configuration to try out.  Although, you may only need one depending on your app. It is worth mentioning that I have setup automated data loading to get an environment up and running quickly.  All of the data needed in an org is loaded with a master script using data loader from the command line.

Managed Released

One of the best benefits using a beta is moving to a released version.  Uploading a new package is simply changing a radio button on the package.  No package content has to be changed, which means no room for error.  This ensures what was tested against is what you release.  Remember, to go through and deprecate any beta packages created during testing.  This will not effect any installs, but prevent any new installations from occurring with this package version.  Finally, I go through one final smoke test by installing the managed package.  I will do this into the Beta Upgrade org, after uninstalling the beta version.  I will need the new version installed here next time.  While this is probably not necessary, I don’t want the first customer experience to be a failed install.

Wrap Up

With the above steps, I am confident in the app that I am releasing to customers.  Let me know your thoughts and if you have a different approach to release testing.  For example, if you are using a throw-away test namespace and going right to managed released version, I would enjoy hearing your results.  I am always looking to make the process better and faster.

Dreamforce 2016 Prediction - A New Learning Cloud

After another exciting Dreamforce full of new technologies like the IoT Cloud and customer success, it is a good time to reflect on what was shown and turn an eye to the future.  Here is my prediction on what we will see from Salesforce in the next year.

The Past

Dreamforce 14 saw the launch of Trailhead, a new online, guided learning tool from Salesforce to help developers gain knowledge on the platform.  In the year since launch, the content and capabilities of Trailhead have expanded greatly.  In addition to developer trails and modules, there is content for admins, users, non-profits and ISVs. 

Salesforce’s launch of the Lightning Experience was backed with extensive training in Trailhead for users, admins and developers.  Finally, the Developer Zone at Dreamforce was all Trailhead all the time, complete with a cool, national parks motif and tons of opportunities for hands on learning.

The Future

I believe next year’s Dreamforce will see the launch of a new cloud – the Learning Cloud™.  With the underpinning technology that drives Trailhead, it is time to make customers, partners, non-profits and all stakeholders successful in their educational efforts.  Here is how each constituent will benefit from the Learning Cloud.

Customers

Have you met a customer that does not have the need to train employees?  Because, I have not encountered one.  The obvious application is to train employees of the Salesforce system, including specific customizations and apps.  However, the Learning Cloud can do so much more.  The onboarding that every new hire must complete, from HR to IT, can live in the cloud.  

While I have not heard many people speak excitedly about compliance or HR training, it is time to change the experience.  Do not discount the gamification aspects of earning points and badges while competing with others.  Leaderboards for new hires, departments and team adds an element of fun and peer pressure to keep up with co-workers.  Through integration with Work.com, a manager can setup and track progress on training goals for their direct reports.  Executive dashboards in the Analytics Cloud provide insight into the organization’s skill set and corporate readiness to pursue new ventures.

Employees are only half of the equation for Salesforce’s Customers.  The application for the Customer’s end Customer is extensive.  Need to train operators on a new model of industrial equipment, the Learning Cloud has you covered.  The same is true if you need to certify partners on your solution or service.  Applications can be applied to Business to Consumer application as well.

Looking at the gamification aspects again, consumer behavior can be easily incentivized.  Individualized customer journeys can be setup in the Marketing Cloud to provide a reward code, special level, or discount offer for your active participation in learning activities.  As many products and services have lost their distinguishing characteristics from competitor to competitor, companies need a way to stand out.  Differentiating yourself based on educational capabilities is one more way to avoid competing solely on price.  

SI Partners

The System Integrator partners are in the business of implementing the various Salesforce clouds, including the development of custom applications in the App Cloud.  There is no better way to complete the roll-out and onboarding phase of an engagement then having learning management built into the same platform.  Whether the need is for technical or business process training delivered on-demand or in person, the Learning Cloud covers the need. 

We all know how difficult change management is, especially in larger organizations.  Overall training on the why, where, what, when and how of the change can be distributed in advance of go live.  Additionally, help within the applications can point directly to the correct modules, providing relevant, contextual help when a user needs it.  Creating this educational material, which can be updated and expanded as the solution evolves, only adds to the benefits of developing on the Salesforce customer success platform.

ISV Partners

The case is even stronger for existing partners developing apps sold on the App Exchange.  With packaged application development, there is always the need to produce educational materials for administrators and end users.  The old approach of writing a user manual that sits unopened on someone’s desk clearly does not drive engagement and success. 

Rather than wasting time creating an unread manual, which frustrates users and the content creators, engage with focused modules including interactive content based on actual app usage.  For example, analysis of usage metrics can help identify where additional training is required. 

Integration with the Learning Cloud can go a step further to build compliance into the solutions.  For example, if employees must successfully complete Personally Identifiable Information (PII) training before access sensitive data, the app can block access for the user until the PII module has been passed. 

New Partner Opportunities

With the introduction of the Learning Cloud, new opportunities for partners will emerge.  The first is for SI-like companies.  These partners will be educational theory and/or content creation experts.  The partners will help advise customer on how to setup effective learning modules and paths, including assessment structure to accurately measure understanding.  In addition, these types of partners will help structure effective lessons and questions, as well as the graphics, videos and interactive content that make learning effective.

The second category of new partners will follow the path of current ISV partners.  The Learning Cloud becomes a platform for them to reach customers that have nothing to do with Salesforce.   Need to provide training to customers, these partners will have a range of Learning Management Solutions to fit your needs.  Think of the current solutions provided by companies like Pluralsight or Udemy.  No longer do they need to focus on the mechanics of delivering training.  Instead it is about the content an making trainees successful.

Non-Profits

Salesforce is a strong supporter of improving the world through its Salesforce Foundation and 1-1-1 model.  While there are many applications for the Learning Cloud in the non-profit space, a couple applications come immediately to mind.

We have an education system that is not as effective as it should be.  With the Learning Cloud, we could flip how we teach students and improve outcomes.  Rather than having students be introduced to topics at school and reinforce the learning at home with homework, the opposite approach becomes possible.  Use modules to introduce concepts to students, including video, interactivity and initial assessment quizzes.  Homework then turns into schoolwork with the supervision of the trained educator who is versed in educational theory and techniques. 

If revolutionizing the educational module is too radical of an idea, applications remain with the current approach.  What parent hasn’t struggled at one time or another when assisting a child with homework?  Whether a refresh of the topic at hand or a better understanding of how concepts are being taught, parents can finally have a resource to help their children learn.  Add in a connected Community Cloud where parents and educators can work together to ensure no child is left behind to amplify the effect.

Within the Salesforce community, there are multiple outreach groups to bring targeted populations to the platform. For example, Girls Who Code or Vet Force reach out to specific segments of the population.  Part of the mission of these organization is to expose their constituents to Salesforce and how to utilize the platform.  Being able to customize cotenant focused on their member’s needs furthers engagement and participation.  In person learning contests and hack-a-thons are much easier to organize and deliver with a platform to facilitate the event.

Be Prepared

With a relentless focus on customer success and so much need in the learning management space, the Learning Cloud seems like a natural next step for Salesforce.  For the LMS companies out there, consider this your warning.  Salesforce is coming and will disrupt your market.  Most of you are not even aware of the threat.

As an avid user of Trailhead since its launch in 2014, I am excited to see what the next year brings.  Think about all of the content you would publish to the Learning Cloud in order to educate your stakeholders.  Then patiently hold your breath for the next big thing to be announced.

Learning Lightning with Trailhead

My last article covered the new Salesforce Lightning Experience.  Since then, I have heard quite a few questions about how to come up to speed with the new experience.  As with most Salesforce related learning questions, Trailhead has to be your first stop.

With the global preview on August 25, four new, Lightning-focused modules were released in Trailhead.  The new modules range from the Sale Rep’s experience as an end user through everything Developers should know about Lightning. 
If you are an Admin, don’t worry there are modules for you as well.  If you are starting out as a new admin with Lightning, check out Starting with Lightning Experience.  For admins planning a migration, Migrating to Lightning Experience helps you understand the new experience and plan a successful migration.

The Lightning Experience - A New Salesforce

Tonight, Salesforce announced something big - a whole new Salesforce user experience.   If you missed the global preview that included live viewing parties across the world, you can check out a recording. Or keep reading to learn about the changes and what it means to you.

Salesforce has been on a three year engineering mission that started with reimagining the mobile experience in 2013 with Salesforce1 mobile and the platform in 2014 with Salesforce Lightning. This year, attention has turned to the user experience, with an emphasis on the Sales Cloud.

What's New

Simply put - a whole new user experience, a whole new way to sell.  The new experience is designed so you can sell faster, sell smarter and sell the way you want.  Take a look at a few sample screens from the new experience - Home page, Opportunity Pipeline Board, Opportunity Details and Dashboards.

The home page quickly displays key information that a sales rep needs to manage their day.  A quarterly performance chart that shows performance towards goal.  The Assistant section on the right identifies key actions to take, such as overdue tasks.  The Account Insights section brings in key information about the accounts you are following.

On the left, is an omni-present navigation menu to quickly move through the app.  Simply click on the three bars to expand and collapse the menu.  Search is now top and center allowing quick and easy search across all of your records.

The Opportunity Board is an exciting new adding coming in Winter '16.  With a new Kanban board view, you can easily see all of your open opportunities, their stages, value and key information.  The totals for each stage is summarized at the top.  Best of all, you can drag and drop an opportunity from one stage to another and watch it update in real time!

Drilling into an Opportunity, key information is located at the top of the page.  Next Sales Path is front and center with the progress pill.  Users can see what stage in the sales process and have guided selling options.  Activities such logging a call, creating a task or an event are available with a few clicks.  An Activity Timeline of past activity and upcoming Next Steps display below the activity section.  As you can see, hovering over related objects like an Account provided additional details.

For the dashboard lovers out there, take a look at the new page in the Lightning Experience.  You now have the ability to control the sizing of charts on the Dashboard, including having more than three reports!  You can easily drag and drop on reports and re-size based on your needs.

What Does It Mean for You

After seeing the Lightning Experience, the most common question is how can I get it.  The Lightning Experience is coming with the Winter '16 release.  Inside of an Org, an administrator has the ability to enable the Lightning Experience (Setup | Lightning Experience | Enable the New Salesforce Experience).

Then you have the ability to assign the Lightning Experience User to either a profile or permission set.  Keep in mind that standard profile will automatically receive this permission, but you will have to add it to custom profiles.  This enables a phased roll-out to improve adoption rates and manage change.

With this release, the Sales Cloud is the focus for the new experience.  So if you are using Service Cloud, you will still use the classic experience.  In addition, there are exclusion from the new experience such as the Orders object.  Finally, if you are using Person Account, the new experience is not supported, yet.

No need to worry if you are not ready to migrate.  The classic user interface will be supported for some time.

How to Learn More

There are numerous resources available where you can learn more about the Lightning Experience. Check out the following resources:

• Watch the Global Preview recording
• Check Out Blogs
• Salesforce Success Community
• Groups to collaborate around Lightning Experience
• Upcoming webinars to discuss the changes
• Lightning Design System
• Trailhead
• Sales Reps - Using Lightning
• Admin - Starting with Lightning
• Admin - Migrating to Lightning
• Developer - Lightning Experience
• Sign up for a Winter '16 Pre-Release Org and try it out
• Contact us to learn more

* Aug 26 update - added link to recording

Trailhead: One Year (Almost) Later

One of many exciting announcements coming out of Dreamforce ‘14 was the introduction of Trailhead.  Salesforce introduced its new guided learning platform, which combined educational material with interactive tutorials.  Best of all, you track your progress through points and badges adding a gamification element to learning.

Trailhead is Born

Since its launch with three trail trails and a handful of modules, it seems nothing can stand in the way of Trailhead’s continued growth.  While its initial focus was on developers, the most recent update this week eliminates any doubt that Trailhead is the learning platform for all.  Newly released modules and trails cover CRM Basics, Accounts & Contacts and Leads & Opportunities.  While prior updates have included Administrator focused content as well Beginner and Intermediate, this update seems to be the start of something more.

Learning for All

Looking forward, I would not be surprised to see more content focused across a wider audience within Trailhead.  The first hints of this come with the new Dreamforce Trail which helps you get ready for Dreamforce ‘15.  In a year from now, we will probably be talking about Trailhead being the one stop shop for learning everything about Salesforce and bemoaning how tough life was BT (Before Trailhead).

My Trailhead Addiction

I have to admit, I am a certified Trailhead addict and try to jump on the modules as soon as they come out. There are a couple of mobile modules and project that I have yet to complete.  However, I have blazed all of the other trails, including the the new modules that were recently released.  Let’s take a deeper look at a module that I particularly enjoyed in the new release – Event Monitoring.

Trailhead’s Event Monitoring Module

The Spring ‘15 Release introduced a new Event Monitoring API that enables access to the same information Salesforce has to understand how your Salesforce Org is being used.  Access to the insight in these events makes it easy to identify abnormal patterns and help secure your data.  The module has three challenges to it. 

The first is Getting Started with Event Monitoring, which provides an overview of the feature, what can be tracked as well as several use cases for event monitoring.  Event monitoring provides tracking for over 29 different types of events including:

• Logins
• Logouts
• URI (web clicks)
• UI (mobile clicks)
• Visualforce page loads
• API Calls
• Apex executions
• Report exports

With all this detailed information at your fingertips, on possible use case is to monitor for data loss.  For example, when a sales person leaves, use event monitoring to look for any abnormal report export activity to prevent your customer list from landing with a competitor.

Query Event Log Files is the second challenge in the module.  Once you have the correct permissions to use event monitor, head over to Workbench to use the SOQL Query Editor or REST Explorer to take a look at events in your org.  While both SOAP and REST APIs exist to query event log file, there are key differences which the unit helps explain.  I especially like the REST examples and results presented in Trailhead. With REST you can query for a Log File ID and then return a CSV of the results.

/services/data/v34.0/query?q=SELECT+LogFile+From+EventLogFile
/services/data/v34.0/sobjects/EventLogFile/<id>/LogFile

The last step to earning your Event Monitoring Badge is the Download and Visualize Event Log Files challenge.  There are multiple methods to downloading Event Log files, including a browser app (check out the module for full details).  Once you have the data in hand, you can use your favorite tools to analyze and chart trends over time.

While I have no doubt Excel and Google Docs will be popular choices, I love the option to push the data into the Salesforce Analytics Cloud.  You have the benefits of a platform built to explore data and unlock insights.  Best of all, as another Salesforce cloud, it is easy to share results with the rest of the team.  For example, I pulled out the event log for API calls, loaded them into the Analytics Cloud and reported occurrence by IP address.

What Will You Learn Next

By now, I hope you are as excited as I am to learn something new.  Head on over to Trailhead, pick a module or trail and expand your knowledge today.

My IoT Adventure

I recently ordered a set of littleBits, to get the kids involved with some basic circuitry (need to put the old computer engineering degree to use now and then). I couldn’t resist the cloudBit kit, with its ability to connect what we built to the internet.  It also helped that the Bit Olympics were about to begin.  A three week competition to improve sports through technology was a perfect opportunity to share our project with a community.

The sport we selected for our project was ice hockey.  Previously, the kids and I had worked on a Lego model of our minor league hockey team.  A new area had been built and the puck dropped on the inaugural season for the Lehigh Valley Phantoms last fall. After attending a game, my son was set on building a replica of the PPL Center out of Legos.  Since there is not a packaged set for this, it was a free build extraordinaire.

With our medium set, it was on to building out our littleBits circuit.  There are certain traditional aspects of sports that should not be messed with.  In our case, the horn and red light when a goal is scored.  We kept those in place with a long led and buzzer from the littleBit collection.  However, we improved it with the cloudBit. With a motion trigger in the goal, followers receive a text whenever a goal is scored.  This is accomplished with a a simple IFTTT recipe that we wrote as the standard library did not have what we wanted.

You can check out our complete entry or the video of the working project.

Check out all the entries a the projects site, as well as the grand bitOlympian and other winners.  So I can now say I have officially arrived on the Internet of Things.