Multitasking: the key to fast-paced businesses success

In a world where changes take place at record speed, multitasking is a skill everyone should nurture. Imagine the world during the second half of the previous century. How did we communicate or work? Do you remember pen-pals, faxes, pagers? (I know you do). And the most important fact: How quickly were we able to connect with others in our jobs? It seems we used to take our time to get projects done, but let’s be honest, that is no longer a possibility. 

We, as a tech company, understand this phenomenon from experience. As the world moves on, we feel a lack of time to get our projects done. The more connected we are, the bigger our workload gets. But don’t stress out. We want to share with you some strategies our team always takes into account to deal with simultaneous tasks and still deliver excellent results. So, if you need an extra perspective to manage your assignments, have a seat, and enjoy these tips: 

1. Multitasking is about getting to know yourself

This is an inner journey and also the very first step. If you are not aware of your capabilities, limits, and expectations; your experience at work may become frustrating. It doesn’t matter at what point in your career you are, always take some time to identify your strengths and weaknesses. This knowledge will help you manage your goals, save you a lot of time, and avoid unreal expectations. Experiences and capabilities also give you the opportunity to leverage other kinds of resources like money, time, people, social networks, laws, and even technology. We know you can’t fully control them, but by using your skills wisely, you can maximize the benefits from them. 

2. Identify your partners

As we mentioned before, people are a great source of value. Sometimes, the answer you need is in your co-workers’ mind and you haven’t even noticed. Do you work in teams? We bet you do. You and your colleagues have different professional backgrounds that may be of great help to each other to achieve complex assignments. Identify who may be your key partners and work together. We encourage our team to exchange knowledge and collaborate across the company through our channels. Even now that we are working remotely we always use Slack to quickly connect:

“[Slack] makes things easier when it comes to looking for the right teammate in the company as we all are on the same platform. Besides, I can quickly create Groups with the members of a team” 

Joaquin G. – Dev team at Oktana Uruguay

3. Start small to build a productive routine

Okay. You know yourself and you know your teammates. Now, you notice your workload is getting larger and larger, and you don’t know what to do. Here you need to stay relaxed. It’s time to train your mind and body for multitasking and an efficient work shift. There is a simple way to get used to it: start small. Group tasks that are easy to handle for you and try to accomplish them simultaneously. Track your time and strive to get them done faster. This will help increase your productivity progressively. When you feel that everything starts getting more lean and seamless, congratulations: you have a smart routine sized for your needs! 

4. Multitasking and collaboration are linked

Now that you have a routine and you are aware of your resources, you are ready to collaborate efficiently. And by “collaborate” we mean getting and giving the best from you and anyone on the team. If you strive for the same goal with your department and your company, your workload will decrease and you will see your projects getting done faster. If you are leading a team, teach your members that collaboration is key and provide them channels for real-time collaboration. (And you may also be interested in  Leadership: How to manage your team the best way.) Dana, from Peru, tells us how it’s done at Oktana:  

My work demands I talk with many co-workers on a daily basis and Slack provides me a unique chat platform where I can find them even if they are working abroad. Channels are great when I am involved in many projects and have to collaborate with many people at the same time. 

Dana S. – Human Resources at Oktana Peru

These are just some strategies we use. Spread that mindset to your co-workers and it will impact your work. For more reading material you can also take a look at this Salesforce Trailhead module about Personal Productivity. As you apply everything you have learned today in your work, you will figure out new ways to multitask efficiently. When that happens, come back and share your ideas with us. Have a good one!

 

Multitask - Tok Oktana

 

Get started with Salesforce Platform Developer I Certification

The Salesforce Certified Platform Developer I is probably one of the most important and complete certifications that Salesforce offers. Additionally, it is a prerequisite for many other certifications such as Dev II and it is the first step to becoming a System Architect. At Oktana we encourage our developers to achieve this certification in order to empower their Salesforce careers. It is an excellent asset to demonstrate to their peers and customers that they have the required skills to provide a successful project.

If you have already taken this certification, we recommend you to read our Salesforce Developer II Certification article.

For the purpose of this article, we have interviewed Bruno and Stefania, two new Oktana employees who completed this certification before starting to work with us. We’ll take a look at the certification description, prerequisites, and the exam itself.

Certification Audience Description:

Salesforce claims that this certification targets people who have “experience developing and deploying basic business logic and user interfaces using the programmatic capabilities of the Lightning Platform”.  Bruno and Stefania agree and extend the target audience of this report to “anyone willing to undertake a developer path in Salesforce”. 

Prerequisites: 

There are no official prerequisites for this certification. Salesforce claims that generally, people who undertake this certification have at least 2 years of experience as a developer and 6 months of experience on the Salesforce Lightning Platform. Our developers, on the other hand, believe that you can start preparing for this certification after only 4 weeks of experience with the Salesforce platform. 

About the exam:

The Salesforce Certified Platform Developer I exam has the following characteristics:  

Content: 60 multiple-choice questions + 5 non qualified 

Time: 110 minutes  

Pass mark: 65%  

Exams can either be taken online or onsite at a testing center.

No hard-copy or online materials may be referenced during the exam.  

Exam Outline:

The exam is structured around 6 main topics. These are: 

  1. Salesforce Fundamentals – Weighting 7%
  • Describe the tools and technologies that power development on the Salesforce platform.
  • Demonstrate expertise in working with Apex and Aura components.

 

  1. Data Modeling and Management – Weighting 13%
  • Give your data structure with objects, fields, and relationships.
  • Demonstrate expertise on how to import and export data in Salesforce.
  • Customize without writing code by using point-and-click logic

 

  1. Logic and Process Automation – Weighting 38%
  • Automate processes for every app, experience, and portal with declarative tools.
  • Use Apex to manipulate data 
  • Write Apex triggers to perform custom actions
  • Show expertise in search solutions

 

  1. User Interface – Weighting 25%
  • Use Visualforce to build custom user interfaces for mobile and web apps.
  • Build reusable, performant components that follow modern web standards using Salesforce Lightning Web Components

 

  1. Testing, debugging and deployment – Weighting 17%
  • Write robust code by executing Apex unit tests.
  • Describe the testing framework and requirements for deployment.  
  • Describe how to monitor and access various types of debug logs.  
  • Demonstrate expertise in capabilities and security implications 

 

Bruno and Stefania agreed that the most interesting thing about this certification was learning how to break with the “developer paradigm” of wanting to make all changes using lines of code. This certification teaches you how to customize your platform by using the tools provided by Salesforce. This allows you to work more efficiently and effectively!

Preparing for the exam:

 

It is highly recommended to complete the Salesforce Trailhead Trailmix “Prepare for Your Salesforce Platform Developer I Credential” before scheduling the exam. In there you will find almost everything you need to know to pass the exam and ensure you’re an expert in the area. Additionally, we encourage you to complete this Study for the Platform Developer I Exam Trail to review your knowledge and learn more about the exam itself. You can also choose to take a Trailhead Virtual Bootcamp for Platform Developer I certification. The 30-day course will teach you everything you need to know and includes a $200 USD voucher to sit for the exam. The price for the course starts at $450 USD and you can register by clicking here. Bruno recommends finishing all Trails related to this certification before starting to practice on Focus on Force, which provides study guides and practice exams.

At Oktana, after new employees complete their one-month onboarding process they are ready to sit for this exam. We provide all the resources mentioned above as well as exam mockups and additional tips to ensure success. 

Both of the developers we interviewed for this article think that this is a GREAT certification to have and would 100% recommend it to everyone working with Salesforce. What are you waiting for?

We are now hiring! Check out our open positions.

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Leadership: The best way to manage your team

Team leadership may be a long and challenging path. The good thing is that leaders are made, not born. Every successful leader you see on TV, in your company, at your university, or even in your neighborhood developed their skills over time. If they were able to become strong leaders, so can you. Kevin Kruse, a Forbes contributor, and CEO of LEADx, define leadership as: 

“Leadership is a process of social influence, which maximizes the efforts of others, towards the achievement of a goal.”

We like his approach because it emphasizes the importance of the “others” – our team! Leadership is not about you as the leader, it’s about the people you’re leading and what they will be able to achieve. If this seems overwhelming, relax, it just means you’re facing a new challenge. It may take a little extra effort, but in the end, you’ll gain new skills to help your team (and you) succeed. Here are five recommendations that help us lead our teams here at Oktana and turn our people into high-performers.

1. Leadership is not about you.

We’ve already said it, but it’s important enough to repeat. If you expect to get all the credit as the leader, you’re probably not in the right job. Assuming a leadership role requires a certain amount of expertise in specific areas. You weren’t promoted to leadership with the expectation that you’ll be doing the exact same work you’ve always done. There wouldn’t be any challenge in that. Your role is now to inspire your team and develop their capabilities so they can accomplish more. They might even be working on the same types of achievements you did before you moved into leadership. It’s their time to shine now. Your excellent leadership will shine through their accomplishments.

2. Great leaders connect.

Great leaders connect their teams. And it’s not just about having regular conversations. When we say “connect your team”, we mean “become a real support for them.” They’re challenged by you to become better professionals, but they’re also looking to you for help or instruction. If they don’t have your support, it may become an awful experience for everyone. It’s important to let them be independent in their work, just be sure your other responsibilities don’t take your attention away from their progress and needs.

Mauricio Villamayor, product designer at Oktana Paraguay shares his perspective: 

“I always think of giving more independence to team members, but this pandemic makes me more aware of the need to be supportive and stay connected in a deeper way.”

Mauricio Villamayor – Product designer at Oktana Paraguay

3. The challenges are real.

Are you the kind of person who is always looking for a bigger challenge as soon as you finished the last one? That’s the sign of a great professional. If you see this pattern in your team, congratulations, you’re leading a high-performing team. The challenge for leaders is creating work experiences that take your teams to the next level. Map your expectations for the team and think of innovative and interesting projects to help them experience the professional growth they need. Challenges nourish your team. Feed them.

4. Learning goes both ways in team leadership.

Some people think employees learn from their leaders, but that leaders don’t learn from employees. Leaders provide knowledge and team members execute the tasks. We feel that’s not taking advantage of the full potential of the team. Our team brings expertise from design, development, marketing, administration, sales, and operations, from many countries. It’s taught us that leaders who don’t see their team members as potential sources of knowledge are missing an opportunity to see their business and markets from another perspective. That knowledge is pure gold in a world where everything is constantly changing.

5. Communicate efficiently.

Time is money, whether we’re talking about business or our daily lives. As you decide how to manage your team conversations, make sure those moments are as efficient as possible. Every team meeting needs an agenda so team members can easily understand the focus of the meeting and what they need to bring to the table. Use your channels well and try not to overwhelm your team. Stay strategic. Deliver the right message, through the right channel, at the right time. 

“I believe Slack helps me a lot because it gets fast communication with my team members in real-time. Either I need to have 1:1 conversations or group arrangements, Slack is the platform where I can trust.” 

Mauricio Villamayor – Product designer at Oktana Paraguay

Remember, becoming a great leader is a learning process that never ends. So whether you’re leading your first team or you’re an experienced leader, keep this advice in mind. Also, if you want to go deeper into leadership and team management, take a look at this trail about Empathetic Leadership and Managing the Salesforce Way.

Hope you have enjoyed it so far. We’re constantly striving to improve our leadership, join us. Our team knows what good leadership entails and we do our best to keep growing. We are a great place to work so if you’re interested in joining our team, go over to our available positions. Also, if you want to know more about our work, go check out our latest success stories.

 

Leadership

 

 

How to prepare for Tableau Desktop Specialist Certification

Finding better ways to clean and organize your data is the key to making a good decision. Have you heard about Tableau? It’s a platform with a simple but very powerful mission: help people see and understand data. In this article, you will learn a bit more about this awesome platform, hear the perspective of one of our amazing developers, and understand more about the process to obtain the Tableau Desktop Specialist I certification.

What is Tableau? 

Tableau is a visual platform that transforms the way we use data to solve problems. It empowers people and organizations to make the most out of their data. 

Tableau was founded in 2003 as a result of a computer science project at Stanford that aimed to improve the flow of analysis and make data more accessible to people through visualization.

In 2019, Tableau was acquired by Salesforce, but its mission remains the same: to help people see and understand their data. Today, organizations everywhere—from non-profits to global enterprises, and across all industries and departments—are empowering their people with Tableau to drive change with data.

At its annual Tableau Conference (2020), Tableau Software shared plans to bring together Tableau and Salesforce’s Einstein Analytics, an artificial intelligence platform. By combining the best of Tableau and Einstein Analytics, customers now will have access to the broadest and deepest analytics platform on the market. Additionally, Einstein Analytics will be renamed to Tableau CRM, and will continue to provide the best analytics and AI experience in the Salesforce CRM workflow.

Tableau Desktop Specialist I: Fundamentals

At Oktana, we constantly motivate and provide our employees with all the necessary tools to train and obtain different certifications that will help them with their day-to-day tasks. In this case, we spoke with Juan, a Software Developer at Oktana. He was recently certified for Tableau Desktop I. Juan told us about its importance and how to prepare to pass the exam.

How is the exam?

  • Duration: 1 hour 
  • Questions: 30 (you pass the exam with a score of 70%)
  • To begin the exam, you sign up and connect to a call via Zoom with a Tableau specialist. This expert guides you through the exam. Minutes before starting, you need to show your ID and the surroundings of the place where you will be taking the exam.
  • All the questions are multiple-choice. You have to log in to Tableau and do the visualizations to find out which is the correct option.

The easiest and most difficult parts of the certification

Juan commented that Tableau is a very powerful tool. In a short time, you can create graphics that generate a strong impact. He recommends taking this certification because it doesn’t require much time to prepare for it. Also, it’s very easy to understand, and since it is focused on the world of data analysis, it doesn’t require programming.

The topics that he found a bit challenging to comprehend were dimensions, measures, and differentiating between continuous and discrete fields. Also, understanding how to connect data between two different spreadsheets before starting. Additionally, the calculated fields, which are perhaps the most mathematical and may require a bit of programming (but it is very simple).

Recommended Courses:

Juan took the courses recommended by the Oktana Training Team:

  1. Tableau 2020 A-Z: Learn data visualization through Tableau 2020 and create opportunities for you or key decision-makers. Discover data patterns such as customer purchase behavior, sales trends, or production bottlenecks. During this course, you will learn all of the features in Tableau that allow you to explore, experiment with, fix, prepare, and present data easily, quickly, and beautifully.
  2. Tableau 20 Advanced Training: Understand how to use Groups and Sets to increase your work efficiency 10x. Also, discover how to perform Analytics, Data Mining, create Animations, and much more.
  3. Tableau Specialist Certification Prep: This course has just one goal, prepare you to pass the Tableau Specialist exam. The course includes:
  • A downloadable study guide with notes and links
  • Information about taking the Specialist exam at home with a remote proctor
  • Videos covering the Specialist topic areas 
  • Three self-scoring full-length practice exams with a solution guide

Tips to achieve this certification

  • Don’t just watch the videos given to you on the exam prep, use them as an example and practice. In this way, you will have greater control over the platform. 
  • Practice with all the mockups you can before taking this certification (you will feel much more confident).
  • Although during the exam you have access to Google. You cannot use sites where you have to register and there is communication with an external person. Juan doesn’t recommend using Google at all because it slows down the tool and this can affect your final results.
  • Finally, If you don’t know the answer to a question, save it for last. It will save you time and let you focus on what you know best.

Should you take this Certification?

Definitely, yes! Companies like Amazon, Experian, and Unilever trust Tableau (business intelligence (BI) and analytics software) to explore, visualize, and securely share data in the form of workbooks and dashboards. 

As you can see, this tool is very user-friendly with drag-and-drop functionality. Tableau Desktop Specialist allows you to quickly clean, analyze, and visualize your team’s data.

for this reason, in less than 15 days you can learn how to navigate Tableau’s interface to connect and present data using easy-to-understand visualizations. By the end, you’ll have the skills to confidently explore Tableau and build impactful data dashboards. So dive in!

If you are interesting on reading more about certifications, click here.

5 ways to master remote work and improve communication

Remote work is here to stay. Period. The new normal is here and it demands a brand new perspective on communication. In this pandemic, one of the cornerstones that we must consider is social distance. That’s the reason why well working remotely is a skill we currently need to stay profitable and grow our businesses. This might be confusing for many, but it’s actually quite simple (and fun). There are companies that have been working with teams abroad and are working remotely with ease.

In other words, take some time to learn from the experts. Integrating teams in different countries to create IT solutions for our customers is something we at Oktana are very used to. Nara, from our Human Resources department in Paraguay, tells us more about her experience:

“[I believe] things haven’t changed a lot since I have always reported and worked remotely with co-workers from other countries even before the pandemic showed up. [Morover,] I think remote work has improved my performance because I save time in the traffic and even money that I used for transportation and food. Now I feel I have more energy and resources.”

Nara G. – Human Resources at Oktana Paraguay

Let us help you work remotely more wisely to increase your efficiency, improve work culture, and grow revenues.

Distance has nothing to do with meters or feet

This is our first and most important recommendation. Why? Because it’s not about distance. It’s about having the right state of mind. If you want to master remote work and enhance your communication skills, you have to let go of that idea of physical distance. Talented remote workers know their partners are always just a click away:

“[The new normal] impacted the way we communicate with our teammates. Now we need to find new ways to facilitate communication. However, Slack is that space where we can stay always connected and work more fluently”. 

Nery – Web developer at Oktana Paraguay

That’s the key. We know where to find our teammates, and especially, how to reach out to them in the most effective way. Here is a tip that you may want to consider in your routine: identify your partners and get to know them. If you didn’t have a chance before, schedule a 10-minute chat to introduce yourself now. Don’t talk about work, get to know the human behind the “co-worker.”

Be direct and clear

No one owns a crystal ball to see into your mind, so try to express yourself clearly. We understand, having a work conversation through a screen may feel weird in the very beginning. That feeling will vanish as long as you decide to take the leap and connect with your co-workers. Also, you will notice in every conversation that you will develop more concise messages.

Our recommendation? Remember, less is more! When having 1:1 chats related to work and professional arrangements, try to pull everything together in a way that is as simple as possible and provides what your co-worker needs.

In remote work, communication is key

You are safe working at home but still need to reach your co-workers. Before the pandemic you could just walk over and have a conversation. Not anymore. Now you have to leverage technology to manage your communication and collaboration. Make sure your team agrees on which channels to use. With Slack, our teams use Channels and Groups to adjust their conversations according to their needs. For example, Channels are great spaces for teamwork and let members message each other around a common matter, like a real-time group chat. On the other hand, Groups were designed to share posts and let people interact with them, like social media.

Tip: Remote work is not only about efficiency. It has to do with culture and collaboration. When managing your conversations always make sure everyone knows where to go, is able to participate, and every voice is heard.

Stay 100% tuned in

Ok, this is important and we would like to highlight it because most of us tend to take it for granted: notifications are crucial. We get it.  Your phone was full of notifications even before the pandemic. However, if you want to track your projects, having the right notifications is the best way to do it.  Remember, your team is not physically together; so an important matter or message will come to you in a push notification or desktop alert.

We use Slack notifications in our office to make sure we keep track and guess what? We never miss any details! Here is our tip: Be aware of which notifications you have turned on. Make sure they’re the right ones. Then, get used to answering them as soon as possible. It might sound obvious but trust us: it only takes seconds for a pending message notification to be forgotten.

Have fun!

Yes, productivity and hard work bring great results. We believe fun is also a crucial element to consider when it comes to business success. No team member or leader will reach peak efficiency if they are not working in a comfortable and pleasant environment. How can you contribute to creating a better culture while working remotely? Through communication, of course. Don’t let screens make your conversations boring.

Most messaging solutions include many features to make collaboration as much fun as possible. Use them! With Slack, we use emojis, gifs, snippets, polls, and other resources to express ourselves in every message.

If you have read this far, you now have a better understanding of what efficient communication means in remote work scenarios. Remember, the sense of distance is in your mind and you can adapt: always use efficient and clear communication, stay 100% connected, and make it a better place to work. Follow these recommendations and you will be all set!

For more information about how we strive to improve communication for our customers, take a look at our latest success stories. Also, if you need a general overview of Salesforce’s perspective, visit this trail. Now go back to your daily assignments and enhance your communication level across your company. Your teammates will notice the difference.

Our team is doing their best while working remotely. We have worked with different organizations and their projects. We are Salesforce platform experts and offer custom development to help you build your platform and solve the right problems. If you want to know more about our work, go check out customers reviews.

Heroku Scalability Simplified

What is Scalability?

Scalability is a general software concept. It means that a system is built in a way that can be easily grown in regards to usage (example: more people accessing a site) or adding new features to the site. It is the ability the software has to continue to properly function as its context changes.

In Heroku, it refers to the system being able to cope with more users or more traffic.

Heroku Scalability

Heroku provides easy-to-use tools that enable developers to scale dynos (Heroku app containers) instantly to meet demand. After an app is deployed, it may require adjustments in response to things like increased traffic, new functionalities, or business scale. You can scale using the Heroku Dashboard or Heroku CLI.

Heroku Dashboard:

The Heroku dashboard is the web user interface for Heroku’s core features and functionality. It enables programmers to manage their apps, add-ons, deployment processes, metrics, and much more. It provides a simple slider interface for scaling dynos and you see the results immediately reflected in your dyno formation.

Heroku CLI:

Developers can also oversee their dyno formation using the Heroku command-line interface (CLI). This allows you to create and manage apps from the shell of various operating systems. Through a simple command, you can enlarge the number of web and worker dynos, or change the dyno type of any number of dynos at once.

Scalability Resources

Scalability resources fall into two broad categories: horizontal and vertical. Additionally, Heroku offers a third type called autoscaling. 

Scaling horizontally: adding more dynos

Adding more dynos of a given dyno process type scales your application horizontally. For example, adding more web dynos lets Heroku route incoming HTTP requests across more running instances of your web servers, which will typically improve performance for a higher traffic volume. 

Also, adding more worker dynos allows your app to process more jobs in parallel and handle a larger volume of jobs. There are some cases where scaling horizontally won’t help, such as bottlenecks on the backend services and long requests or jobs.

Scaling vertically: upgrading to larger dynos

Upgrading dynos to larger dyno types will provide your app with more memory and CPU resources. 

All the dynos are isolated. But, apps running on Free, Hobby, and Standard dynos may share an essential compute instance —they are multi-tenant—and consequently may encounter some degree of performance variance. Performance dynos and those that run in Heroku Private Spaces do not share an underlying compute instance with other dynos, so they experience low variability in performance.

Autoscaling

Heroku enables you to automatically increase the number of web dynos needed to meet the specified 95% response time threshold. Based on your app’s existing throughput, the autoscaling feature removes the need to anticipate traffic spikes. Autoscaling is included for free on Performance and Private dynos.

Heroku makes it super easy for developers to scale any number of device integrations individually. Developers can simply provision more dynos to handle increased traffic coming in from a specific device.

If Autoscaling doesn’t cover your needs or is not working as expected for your apps, Heroku recommends trying the Rails Auto Scale add-on or Adept Scale add-on.

Scalability Simplified, with Examples

Horizontal Scalability

If you have a store that serves clients and you expect 10 clients at the time, you will hire 2 employees to provide customer service. Suddenly, your store becomes popular and 100 clients arrive at the same time. Those 2 employees won’t be enough to meet their needs. You will need to scale horizontally, employing more people to serve more clients. 

The store works like your app, website, mobile application, system, etc. The site was prepared for 10 users connected at the time working with 2 web dynos. Suddenly, your site has 100 users loading the site at the same time. To scale horizontally in Heroku, you can add more web dynos. The incoming HTTP requests can be linked to more clients arriving at the store, waiting to be served. 

If your store is a restaurant, the people serving the clients would be the waitress. However, restaurants not only can satisfy customer needs only with waitresses; there are also employees working behind the counter in the kitchen. Even if you hire 100 waitresses, if you have only one person cooking, that person won’t be able to cook for 100 people. You will need more people working in the kitchen. 

Kitchen employees are the worker dynos in Heroku, they are in charge of doing background jobs. If you have more, they can cook in parallel. The same happens with worker dynos

Vertical Scalability

Horizontal scalability might not always be enough. Continuing with the restaurant example, if the restaurant premises are too small, even if you hire 100 waitresses and 10 people in the kitchen, you won’t be able to fit enough tables. You will need to increase your capacity. You will need to scale vertically

Another example that can be related to Heroku would be if your chef only knows how to prepare juices or if your waitress only speaks one language. Those cooks won’t be able to add more things to your menu and that waitress won’t allow you to serve clients that speak other languages. In this case, the issue won’t be solved by adding more waitresses or cooks, you will need to employ people that have the skills that you need. In this case, you will need to scale vertically.

Autoscaling

So, what would happen if the demand in your restaurant is variable? 

It wouldn’t be cost-effective to pay 100 waitresses full-time. However, you will need employees who can be hired with short notice when more people arrive at the restaurant. You will need full-time employees and people you call in emergencies. This is what Heroku offers with its autoscaling system. Developers can set up 10 dynos, and add additional dynos when the response time is slow. When the workload increases, Heroku automatically provides the extra dynos needed to cope with the demand. Once the demand decreases, it automatically disables it, allowing you to save money. 

Heroku offers a practical step-by-step guide showing you how to scale your dyno formation easily. If you want to learn more about Heroku, click here, you will find useful information and three ways it enhances cloud infrastructure. 

Salesforce Direct Message API: the new way to communicate

APIs (application programming interfaces) make our professional life, as developers, much simpler. This feeling is more remarkable when it comes to IT messaging apps. APIs were always good allies. Today, we will share how the Salesforce Direct message API is helping us improve communication for our customers.

APIs: What are they for? 

Firstly, we want you to picture this: developers are normally running huge projects and need to create brilliant solutions in a short period of time. Therefore, we need to build bridges between different systems that, often, have never been related. In these situations, we need to be strategic and creative to meet our customer’s expectations and enhance the user experience. 

This is when APIs become our best friends. They are able to make two or more systems interact with one another. Oxford defines an API as: 

“A set of functions and procedures allowing the creation of applications that access the features or data of an operating system, application, or other services.”

This might sound difficult but the fact is, APIs are everywhere. Every time you use your phone, check your social media apps, share data within your company, or chat with your teammates, there are APIs working behind the scenes. 

Direct Message API, a whole new messaging experience in Salesforce

Chatter, the Salesforce enterprise collaboration tool, is no exception. Since Chatter is part of Salesforce, there are several Message APIs that make it possible to integrate this product with other solutions. 

For those who are not familiar with Chatter, we are talking about the product Salesforce built to provide a collaborative communication platform. All Salesforce employees, partners, and most customers interact, collaborate, and share information from within Salesforce using Chatter. Everything is available to your teammates and securely archived.

We started testing the new Direct Message API, and let us tell you, the experience is becoming way more flexible and enjoyable. 


Salesforce Direct Message API

The Simpsons, Legacy Code, and Maintainability for Salesforce Code

As soon as we start to code, we are taught many best practices, tricks, design patterns, and a huge “etc.” But it’s not until our first gray hair that we start to understand why all those best practices exist and why it’s important to apply them. I wanna write about my experience with legacy code and what worked for me with some examples. 

First, let’s discuss what legacy code is, and compare different degrees of code quality with one of the most famous and beloved families ever.

Legacy Code and The Simpsons

When we hear about legacy code, the first thing we think is “old code”. So let’s start our analysis with the oldest member of the family.

 Abraham Simpson (aka “Grandpa”)

Legacy sounds like something “old” that’s with us without us wanting it, just like the Simpsons family and Grandpa. He has aging problems (his memory is gone, he lost a kidney, he’s a little crazy…). He lives in a nursing home and his family tries to avoid him. For sure Grandpa is legacy code and any developer would prefer to resign rather than work on it. Grandpa is probably an old COBOL project the company avoids changing and migrating to newer technologies. The reason? Because it’s going to be really expensive and the entire business depends on it.

Homer J. Simpson

He is middle-aged. For some people he is old, for others, he is not (it depends how close in age the reader is). But he is dumb, he makes a lot of mistakes all the time. He drives under the influence, he is lazy and he has no idea what he’s doing at work and a BIG etc. He had some chapters where he tried to improve himself, but he wasn’t able to do it. If he were code, you wouldn’t be pleased to have to change it. I imagine Homer as a 15-year old Java application that is causing a lot of problems, but we are still trying to maintain it because we love it (because everyone loves Homer).

Bart Simpson

He is really young, 10 years old. He should be a nice kid who helps the elderly cross the street safely, but, he is always instead causing trouble for everyone. Marge needs to keep an eye on him every single second. If Bart is code, he is a React/Node.js/MongoDB application done by a startup with low budget and limited time to develop an MVP to secure an angel investor. He lacks testing, documentation, and has a lot of tech debt.

Lisa Simpson

Nice, smart, behaves well, never gets into trouble…in a few words, the daughter anyone would love. She tries to improve herself every single second. If Lisa were code, she would have a very good architecture, awesome code quality, comprehensive test suite, cool documentation, and good CI/CD. But there aren’t that many Lisas in the real world.

Marge Simpson

Finally, Marge, the mom of the family. She is some years younger than Homer. She tries to be good, support her family, and be a good citizen…but she has been in trouble, too. I would say she is the average project we work on. It has parts with good quality, parts with poor quality. Sometimes we make mistakes because of the coding quality and some tech debt that we have created knowing that we are going to pay a tax on it later.

So, what is legacy code?

In “Working Effectively with Legacy Code” (ISBN-9787111466253) Michael C. Feathers defines it as “code without a unit test.” I agree that code without “unit test” is legacy code, but I don’t consider that only having unit tests translates to your code being a modern “Lisa” program. I prefer to consider legacy code anything in which making any change is hard, costly, and risky because the maintainability is not high enough for different reasons that include: 

  1. Not having a comprehensive test suite
  2. Poor documentation
  3. Low code quality 

I am pretty sure that while you are reading this, more than one of you is writing legacy code because legacy does not mean “old.”

Maintainability 

According to IEEE, maintainability is:

“The ease with which a software system or component can be modified to correct faults, improve performance or other attributes, or adapt to a changing environment.” 

So let’s discuss some topics that can make our code more maintainable.

Automated Testing

This is a must. We cannot change anything with any degree of trust without having a good automated test suite to support us. 

Salesforce has a really good API to help developers with “unit testing” (the tests we mostly write in Salesforce are integration as we are interacting with a database instead of mocking it). Also, Salesforce requires us to have 75% of code coverage over all of the org to be able to promote to production, which is great…but is it enough?

For example, imagine you have this code:

 

 

This test passes, 100% code coverage. But another developer calls a new AccountCreator().insertNewAccount('') and the user sees an exception. Chances are the developer who created this class was doing test-driven development (TDD) but didn’t take time to think about the business restrictions (account name cannot be null or empty). There is no test checking that the code is doing this validation.

So having high code coverage is not enough, we have to make sure that we have covered all possible scenarios (happy paths, failures paths, border cases…all of them).

Documentation

We write code that lives for years and once in a while a person has to make a change. This person won’t be the same person as the one who coded it – even if they share the same ID number, phone number, or Instagram username, the programmer from the future probably has forgotten some aspect of the code. So we need some degree of documentation in our classes. 

I wanna discuss the two main types of in-code documentation. First, let me show one example:

 

Let’s try to fix this with some tools:

*doc documentation (ApexDoc in the case of Apex)

A bunch of tools exists that allows us to put some special comments before classes and method declarations which can be parsed to generate documentation automatically. And the good part, you have the documentation in the same place as the code. In ApexDoc, the comment has to start with the /** instead of the regular /* Apex comment block and we have some tags to indicate what we are writing. Here’s an example: 

  • @description: A high-level human-readable and understandable description of what the method is doing. I prefer to put an easily understandable and quick to read first line about what the method is doing. A really important detail that the developer needs to know about the method like if a web service is being used, I put that in the next line (but not going very deeply into implementation details).
  • @param: For each parameter, the method takes, we have to indicate the type, preconditions, and a description of what it is intended for.
  • @returns: The returning type and description (if the method is not void).
  • @throws: The exception it could throw and when it would do it.

The last topic about this is where the ApexDoc should be present. There are two approaches to this:

  1. Public classes and methods
  2. Every class and method

The main advantage of putting documentation in public classes and methods is that after we shared our code with the world, changing the contract we defined is not so simple (without breaking other people’s code) so we can be quite sure that the ApexDoc does not become obsolete (yes, we need to maintain the ApexDoc, too). 

I prefer to put it everywhere and be sure the comments get updated when there are changes in the methods because private methods are code, too. They deserve respect and we will need to read them anywhere. We need to be kind to the next developer changing this code (especially because the next one could be ourselves of the future and I don’t want to aggravate them).

So now we have all our methods documented and we can skip reading that long and hard method that the piece of code I am working on calls (we go into details if and only if we need it).

Comments on implementation code

When I started to study computer science, a professor told me that comments are very important. 

Well, I completely disagree with that idea in real life. 

Code has to be self-descriptive and if we need to put a comment in it, we must be sure there is nothing else we can do to make the code more understandable without the comment. A comment line in the code is a new code line that needs to be maintained and it took development time to put it there. It also cannot be tested, so the chances are the comment ends up saying something that the code is not doing. Read the code carefully and tell me if you could find any discrepancies. 

We will tackle how to reduce comment quantity shortly, but first check really good code comments here on Stack Overflow: Best Comments in Source Code You Have Ever Encountered

I really loved this one: 

//When I wrote this, only God and I understood what I was doing 

//Now, God only knows

Code Quality

This is the last topic I wanna cover today and I will only scratch the surface. In particular, I want to discuss how we can write our code to communicate with other developers in a way that is easier, faster, and clearer. Code should be self-explanatory and we should hide the implementation details until it is not possible to anymore. Ideally, our public method should be written as a declaration of the developer’s intentions and we leave the implementation details (the imperative part) to private methods (but we should not chain many private methods calls as it forces the developer to go forward and backward and is not optimal).

Let’s start with the method I showed you in the last section:

 

 

In this method, we find three different parts:

  1. Collect data from parameters 
  2. Do business logic
  3. Save and return the result (technically a method should do only one thing and do it well…this does two, but it is part of the trade-off we have to make in real life)

So let’s start with the first part:

 

 

  1. We see the comment is wrong and useless so we delete it.
  2. SOQL query is already declarative (the query has Salesforce best practices issues, but I do not want to focus on this right now), so we can’t hide any implementation details.
  3. We have some variable declarations:
    • accountScoresToReturn: This variable is self-explanatory: we are going to return this list.
    • accountNames: Ok, they are account names but which account names??
    • accountNameToId: Another good name, we know what we are going to store in it.
  4. We have an iteration: This is a candidate to split into another method. Unfortunately, we can’t do it without impacting the overall performance or quality (we can’t return two values in Apex, so we need two methods with two iterations or a function that returns a string and has side-effects of populating the map). But reading this block we start to figure out what accountNames is for. We concatenate the accountNames with “,” between them, but we find out that the variable accountName is not expressive enough so we are going to look in the code to figure out what it is.

Second block:

 

 

This block mainly does two things:

  1. It calls a webservice and parses the result
  2. It gets the higher score accounts

And there are plenty of implementation details.

First, we tackle the invocation of the service. It requires the account name string and returns the parsed JSON object. So, let’s split this other method: 

 

 

And our main method changes to: 

 

 

Let’s tackle the second part of the business logic. Before we do this, do not forget to run the complete test suite we have. The business logic iterates over the parsedJson object and selects those that score higher than 5. So we are going to split it into another method which takes parsedJson and returns the List of selected accounts: 

 

 

And our main method changes to:  

 

 

Finally, we have the part of the code that returns data. Most of the time this part just returns a value or insert for the database.

Conclusion

One of the most important attributes of the work we do is the maintainability of the code we write. We must ensure we are using all the tools we have to enable this. There are hundreds more topics and tools to cover regarding how to create maintainable code, but everything starts with the three points I covered here: 

  1. Automated testing
  2. Documentation
  3. Code quality

Don’t forget you are going to spend more time reading the code than actually writing it. So you should take the time necessary to make it easier to read.

Coming back to our friends, we have Maggie:

Maggie is just a baby, she is learning the world. Everything she learns can lead her to become Lisa or Homer, just as the project you are working on right now. So, I hope these recommendations help your project to become Lisa and not Homer (even though we still love him).

If you’ve made it this far, thanks for reading! Also, if want to read more about code, check our latest articles here.

How do we leverage the Salesforce ConnectApi to build Tok?

To understand the use of the Salesforce ConnectApi, first we need to talk about programming languages. Whether we are experts developers, tech geeks, or an average human being who owns a computer, most of us are, at some level, aware of programs. But, what exactly are they? Well, to keep it simple we will say they are a system of vocabulary and commands that allow humans to communicate with computers. For those who are not familiar with this environment, remember that computers think in binary. They speak in 1s and 0s, so programming languages help us translate our instructions into a language that computers will understand. 

Apex: Salesforce’s programming language.

At some point, you may hear about Java, JavaScript, Python. If you are more experienced, you may also know Ruby, C#, C++ or Swift. All of them are programming languages. Now, what is the scenario when it comes to Salesforce? Well, there is a specific and powerful programming language just for us named Apex. Salesforce created this language to allow developers to run and customize on-demand apps within Salesforce. Salesforce describes it as: 

“Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Lightning Platform server, in conjunction with calls to the API”.

So, how is Apex directly related to us? Well, we build our solutions inside Salesforce, therefore we use Apex as a programming language. Every time we create a product to enhance your experience in the Salesforce environment, we use Apex. That’s what we did for Tok, our app that boosts Chatter capabilities to the next level to ensure real-time communication to our customers. 

What is Chatter REST API?

Let us go a little bit deeper. Shortly after the release of Chatter, the Salesforce enterprise collaboration tool, Salesforce launched Chatter REST API with plenty of messaging features and better integration between third-parties apps and Salesforce through HTTP requests. This way, it would be easier for a group of users to be notified about events. Salesforce designed Chatter API to enhance data delivery and treatment, especially across mobile apps. This API is powerful enough to display a feed on an external system, such as an intranet site after users are authenticated. Salesforce also recommends other uses: 

“Use Chatter REST API to display Chatter feeds, users, groups, and followers, especially in mobile applications. Chatter REST API also provides programmatic access to files, recommendations, topics, notifications, Data.com purchasing, and more. Chatter REST API is similar to APIs offered by other companies with feeds, such as Facebook and Twitter, but it also exposes Salesforce features beyond Chatter.”

With the Summer ‘20 release, the company launched a new version under the name of Connect REST API (Connect REST API Developer Guide – version 49.0). If you explore the Salesforce’s Guide, you will also notice that there is a preview of the next release (winter ‘21 version 50.0). 

ConnectApi: How does Tok leverage Chatter REST API methods and classes?

As you can see, Salesforce built Chatter REST API to establish bridges between Chatter and other independent platforms. But what happens with applications or other solutions that were built on the Salesforce platform like Tok? How does Tok take advantage of all the methods and classes Chatter REST API provides? Well, even though Chatter REST API is a powerful tool, we don’t use it directly. Instead, we use ConnectApi. 

Since Tok uses APEX, Salesforce’s programming language, ConnectApi (also, Connect in APEX) is the best way to access Chatter REST API data and capabilities. It allows our developers to work with feeds, users, groups, messages, and other classes or methods. Salesforce summarizes the power of ConectApi: 

“[Use ConectApi to] create Apex pages that display feeds, post feed items with mentions and topics, and update user and group photos. Create triggers that update Chatter feeds. Many Connect REST API resource actions are exposed as static methods on Apex classes in the ConnectApi namespace. These methods use other ConnectApi classes to input and return information. We refer to the ConnectApi namespace as Connect in Apex.”

Now that you understand how ConnectApi helps us to build Tok, all you need to do is relax. So, take a seat in front of your computer, grab a cup of coffee and experience the way ConnectApi empowers your communications through Tok. If you like this information but you also feel you need to dive deeper, we recommend this article: How Our New App, Tok, Can Improve Business Communication.

Our developers are constantly working to take full advantage of any new version. Haven’t tried Tok yet? Install it here.

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