Mastering Acceptance Criteria: 3 tips to write like a Professional

What is Acceptance Criteria?

Acceptance Criteria is a term used in software projects for a deliverable that will list a set of pre-defined requirements in relation to a product, service, or feature. Such criteria must be met or approved so that it can be ultimately “accepted” by the end-user and therefore become a functional part of the organization’s solution or software. The criteria is specific to each User Story in Agile project management and are elaborated during planning phases so that once defined, the development team can use it as a guide for implementation and testing. It is highly recommended to have detailed and measurable criteria that is clear to all involved so that measurable outcome is obtainable.

Why is Acceptance Criteria necessary?

Writing requirements in the form of “Acceptance Criteria” has become the current day norm in Agile projects. Crafting these requirements as digestible deliverables is an integral way to help with a successful implementation. In doing so, using acceptance criteria is standard practice for requirement documentation and can easily align different teams to hold a common understanding of the ask. 

It is extremely important that cross-functional teams hold a shared understanding since collaborating together highlights that they all have their own unique backgrounds, ideas, and interpretations which can lead to misalignment.  Moreover, writing acceptance criteria can vary greatly per the author’s unique writing style. This is particularly evident on large projects when multiple individuals work on producing acceptance criteria.

Needless to say, we all have our own preference on how to write, but it’s important to remember that writing acceptance criteria is a skill that can always be refined and improved upon with the ultimate goal of producing a document that reduces implementation ambiguity, that is clear to understand by all parties involved and provides value to the project.

Acceptance Criteria & User Stories

The skill of writing user stories is well defined: understand the project scope, work on your personas, follow the INVEST mnemonic and you’re pretty much set. On the other hand, acceptance criteria is much broader and “open” in terms of definition. There is often a gap between theory and practice. Whilst working on requirement analysis, the real world often presents time constraints, no well-defined scope, and a lack of stakeholder engagement. User stories can reflect a specific goal but the acceptance criteria needs to showcase the behavior in detail so that the user story can be achieved. 

As a Business Analyst in software projects, I am involved during all phases of design and implementation. However, countless times I have seen the expectation of having reached a shared understanding become dismantled at all stages of the project. 

There are many resources out there that cover best practices, but I want to emphasize the importance of actively listening to questions or feedback when reviewing acceptance criteria with the scrum team. This is a critical aspect to know whether it is well written and achieves the goal of the user story. Nailing down a good set of acceptance criteria is a challenge and finding that sweet spot can make your requirements a masterpiece for the team. 

The Goldilocks Principle

What is the Goldilocks principle?

The Goldilocks story can help us think about finding that middle ground on how to write effective acceptance criteria that is dependent on each project’s particular goals and needs. Aside from the blatant issue of home invasion, Goldilocks does teach an important lesson. Namely, when doing something, nothing at the extremes was “right,” not eating the porridge, sitting in the chairs, or sleeping in the beds. Yes, this might have been intended for you always to seek out that ideal balance in life, but also let’s think about it when writing acceptance. Too vague and it becomes a solution nightmare. Too detailed and it complicates the wiggle room needed for “issues” or design/tech constraints that occasionally pop up. Too lengthy can make it hard for QA to test effectively but too short might not reflect any implementation needs. 

However, let’s go a step further. We don’t always have time to write well, and sometimes we don’t know the clear scope or vision of the stakeholders but have to start anyway, we might not have a strong technical lead, or we might not have access to the right stakeholders to get the information we need. These constraints can lead to unclear and difficult-to-read acceptance criteria.

In the past, I have assessed the project risks applicable to writing acceptance criteria, similar to the ones mentioned above, and devised a strategy on how I can best write them so that they become a valuable key piece of work used by the team.

Tips and recommendations to write good acceptance criteria​

  • Assess your timeline to deliver the acceptance criteria.

An aggressive timeline requires a fast output and more generic criteria. Details will need to be fleshed out further when reviewing the user stories (during scrum team refinement) and possibly during implementation. Not ideal, but is a real-world scenario.

A lengthy timeline gives more time to work alongside stakeholders and fully understand the requirement and its context. We should work on supporting documentation like process flows or designs to assist teams to understand the written criteria.

  • Understand the project’s complexity.

A straightforward project involving simple development work and design gives us the opportunity to write in detail (always respect best practices – like 8-10 max criteria per user story) and call out the specifics. Such as errors, exceptions, or alternate behavior.

A highly complex implementation often involves integration/s, whereby it can actually be more beneficial to write more generically with the key details only since during development unforeseen limitations always arise. Work with what you know as a basis and any underlying constraints will naturally come to the surface.

  • The audience: get to know your stakeholders, their engagement, and how invested they are.

If stakeholders do not display much product knowledge or are not very helpful in defining the requirement, they might need you to aid their decision-making. This is an extremely common issue in projects. If this is the case, writing acceptance criteria needs to be clear to them so as not to include too much technical jargon. This can be elaborated with the development team during refinement.

However, if stakeholders are overly involved and have a technical background, this might help you get what you need but they should not solve the “how” a criteria needs to be met. Here, we need to stick to writing acceptance criteria as statements and not describing how something needs to be achieved – even how obvious this can be.

Conclusion

All in all, we can add a lot of value to a project when writing acceptance criteria while also taking into consideration all the particulars and risks of a project. This analysis can be used before investing time, effort, and potentially rework to examine how you’re going to tackle writing the acceptance criteria. Always remember, although this is a generalization, it can help to get those acceptance criteria just right.

 

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Why you should Integrate Shopify with Marketing Cloud

Choosing the right platform to build your online business is a very important decision to make. Power technology infrastructure must be integrated into your site to support the customer buying journey and drive your customers toward a conversion. Integrating Shopify with Salesforce Marketing Cloud will help your business increase customer engagement, provide a personalized experience, and much more benefits that will help you generate conversions and optimize the journey of your customers.

How does it work?

In order to integrate Shopify and Marketing Cloud, you will need MuleSoft, to help exchange customers, products, and order data between both platforms. A tracking code is installed in your Shopify store that syncs product views and other actions taken in your store with Marketing Cloud. This allows you to generate reports, send customized emails throughout the entire shopping cycle, and have a 360-degree view of your customers so your team can create a more personalized experience, resulting in more engagement, more sales, and less investment.

overview shopify and salesforce marketing cloud demo

Benefits of the Integration

Personalized Shopping Suggestions Powered through Einstein AI

Every time your customer creates a Shopify account, they’re automatically added to your database so you can decide (depending on their behavior) the best email campaign or flows to include them in.

For example: Bob creates an account in your company’s online store and then he made a purchase. Now he receives a personalized order confirmation email with the details of his purchase and additional product recommendations based on his shopping interests.

These product recommendations are generated through Einstein AI, with customer data such as previous purchases, browsing history, and other significant shopping patterns.

Abandoned Cart Reminders Personalized with Shopify Data

With this integration, your customers can receive a customized email whenever they added products to their shopping cart, but didn’t complete the purchase. This feature allows you to configure personalized flows, so you won’t have to worry about losing a sale. Simply set up the amount of time you wish to remind your customers about their pending shopping carts, and the email will be automatically sent from Marketing Cloud.

Create Custom Marketing Campaign Flows

With Marketing Cloud, you can easily create and customize marketing campaign flows to reach your customers throughout different stages of the buying cycle. As mentioned above, you can create flows for abandoned shopping carts and email purchases. Flow can also be configured for newsletters, sales promotions and whatever email marketing approach fits your strategy.

How does a Guided Send work in Marketing Cloud?

  1. Create the email template and define your audience.
  2. Select the data extension option so you’re able to send an email to all of your target audience.
  3. Finally, select the email address from which the campaign would be sent
    Just follow these three simple steps, and you too can send email campaigns to your selected Shopify subscribers.

Track Success in Real-Time with Marketing Cloud Dashboard

With the Marketing Cloud dashboard, you get all the information you need to track the success of your campaigns in one centralized dashboard. With this integration, you and your team can access real-time performance results and statistical Shopify data for all of your campaigns on every email sent.

Some of the information you can access includes:

  • Behavior: clicks, forwards, and purchases.
  • Conversions and new subscribers
  • Email Activity: analyze which section performs better based on real-time results.
  • Delivery Data: number of emails sent and bounce rate
  • Engagement Data: open rate and click-to-open rate
  • Email Performance Data: conversion funnel and engagement distribution
  • Insights on best-performing emails, subscriber journeys, and engagement histories

Is this something you or your company need?

We have a team of experts ready to help you. Our technical team has partnered on multi-product, cross-cloud integrations with over 8 years of experience building on the Salesforce platform. We are experienced and confident in implementing third-party integrations. We can connect any application, technology, or system to Salesforce.

If you have any doubts about this integration being the right fit for your organization, don’t hesitate to contact our Sales team at [email protected] for more information.

Dreamforce 2022 Recap: Salesforce Genie, Slack Canvas, and more!

This year marked the 20th anniversary of Dreamforce and Salesforce spared no expense making it one of the most highly anticipated tech conferences in the country. This Dreamforce was the first in-person conference that Salesforce has held since the start of the pandemic. More than 40k individuals attended the annual conference in San Franciso and over 150k streamed the event online. During this annual event, Salesforce delivered significant tech innovations and product announcements that will surely mark a new chapter in their history.

As you can see, over the last years, Salesforce has released innovations to the Salesforce ecosystem, and they will continue to.

Dreamforce 22 innovation
Source: Salesforce

Salesforce Genie: Real-Time Data Integration across all Clouds

What is Salesforce Genie?

David Schmaier, Salesforce President and Chief Product Officer described the launch of Genie as “The most significant change to the Salesforce platform in the company’s history.”

Salesforce Genie is a new Customer Data Platform (CDP) that offers the ability to provide highly personalized customer experiences hyper-scaled to every single part of your business in real-time.

Organizations use many applications to run their business resulting in customer data being disconnected which can make customer experiences repetitive. Genie combs data sources across applications, ensuring teams will have every piece of customer information available at any point it’s needed. 

Genie is more than just a data integration layer. Natively built within the Salesforce platform, it combines Einstein AI, machine learning, and the Salesforce flow. It opens up all kinds of automation possibilities by allowing data to flow faster and more freely. 

Source: Salesforce

Salesforce Genie’s Main Characteristics

  1. Connect all your data and historical data sources in real time.
  2. Salesforce Genie democratizes access to real-time data across every cloud. It enables all your teams — across sales, service, marketing, commerce, and more — to adapt their experiences in real-time to whatever is going on in your customer’s world.
  3. With harmonization built-in, Salesforce can resolve all this data into a single view of the people behind it and create a real-time Customer Graph of all your customers or interactions. 
  4. Salesforce Genie stores all this data using a lakehouse architecture. This makes it easier to categorize and classify the unstructured data that businesses rely on; as a result, Salesforce Genie accesses all this data faster and puts it to work for you.

To understand this new platform, look at Salesforce Genie Trailhead.

Source: Salesforce

Slack Innovations

Transform Productivity with Slack Canvas

Slack canvas is a new surface in the digital HQ that will transform how teams can organize and share critical resources. Slack canvas saves time by helping workers find essential information quickly within Slack chats. This new tool will be available next year. 

Ali Rayl, Senior Vice-President of Product Management at Slack, commented: “Canvases enhance the real-time collaboration you have in Slack channels by offering a set place to organize and share information of any kind in ways that make people more productive and efficient.”

Source: Salesforce

Some Slack canvas features:

  • Sharing essential files, such as account plans, executive briefing docs, and team contacts
  • Creating a curated list of relevant channels the team needs to reference to support their account 
  • Implementing common workflows, like reporting a customer issue to an engineer or approving requests
  • Accessing opportunity data from Salesforce Sales Cloud, plus usage and spend data
  • Create a snapshot of all the data teammates need, code-free. 
  • And much more!

New Slack Huddles Feature

Huddles enhance virtual conversations and optimize how the teams collaborate and make decisions without leaving Slack.

Slack Huddles New Capabilities:

  • Lightweight video
  • Multiperson screen sharing, drawing, and cursors
  • Emoji, reactions, and stickers
  • Information shared during a huddle gets automatically saved in the channel or DM 
  • And much more!

Purchase Carbon Credits through New Net Zero Marketplace (Coming Soon!)

Now in the Net Zero Cloud, you can find Net Zero Marketplace, a climate action hub and a trusted site for organizations to purchase carbon credits. You can sign up to be the first to know when it goes live. For now, only organizations based in the US will be able to make carbon credit purchases initially, to soon expand to additional regions.

Source: Salesforce

These were some of the latest Salesforce innovations, take a look at the Dreamforce 2022 Main Keynote to learn more details:

Dreamforce & The Oktana Team

As we mentioned in our Dreamforce guide, the Oktana management team was present at Dreamforce. We chatted with multiple companies about Salesforce technologies, languages, frameworks, and ways we could help them with digital transformation. 

If you couldn’t schedule a meeting with our team, you can email us at [email protected] to get in touch.

The announcements made at Dreamforce 2022 will impact the organizations positively. As a Salesforce Summit Consulting Partner specializing in Service Cloud, Experience Cloud, and development across the Customer 360 Platform, these innovations help us enhance businesses to accelerate their growth.

Integrate all your teams with Salesforce Customer 360 Platform

What is the Customer 360 Platform? 

Salesforce Customer 360 is the core Salesforce Platform that connects your marketing, sales, commerce, service, and IT teams with a single view of your customer data, helping you grow relationships with your customers and your employees. It includes a full range of Salesforce products that help your company keep everything connected in one system.

INTEGRATE ALL YOUR TEAMS WITH A SINGLE VIEW PLATFORM

Discover what you can do with the Customer 360 Platform

Salesforce Customer 360 Platform is built to work with countless applications to provide a seamless customer experience that allows you to run your organization smoothly. 

One of the ways you can integrate the Customer 360 Platform with other programs is by using Salesforce Appexchange, a marketplace for apps that can be installed easily into your Salesforce org. Integration can also be done with MuleSoft Anypoint Platform, you can connect any system, application, data, and device to unleash the full power of Customer 360.

Customer 360 has a solution for every phase of your customer’s journey. The more teams you unite, the more you know, and the better you grow.

So, what are the teams you can unite under this scalable CRM platform? Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Slack, and Commerce Cloud just to name a few. 

Customer 360 gives everyone in your company the ability to access crucial data and make smarter, faster decisions.

Discover what you can do with the Customer 360 Platform

We have helped our customers take full advantage of Customer 360 Platform, integrating it with over 30 different technologies. Here are some of the success stories:

 

External API developer community

Our customer, a large installer of interior finishes for US homebuilders, needed help to grow their external API developer community to promote integrations with builders, suppliers, and vendor partners.

In order to create a new community to support the growth of API for buyers and prepare the way for future APIs, we used MuleSoft Anypoint API Community Manager. Our team worked closely with the customer to create a developer portal that showcases the API with technical and business documentation, and a mocking service to allow developers to try the API on the site. 

Through the Experience Cloud, we were able to customize the community theme to ensure it remains consistent with the overall brand. Using Salesforce CMS cards throughout, we could simplify management of the site’s content and provide a space to showcase APIs in development (i.e. “Coming soon”).  

Results

  • Launched the developer portal and gave access to builders which reduced their onboarding time by 80%

Streamlines Data Management with Salesforce

Our customer, a Professional services company specializing in Salesforce digital transformations, identified an opportunity to create an abstraction layer on Salesforce to simplify and streamline data entry and management for their clients.

Our client partnered with us to build a new application using Visualforce, React, ts-force, and TypeScript to give their clients a better interface to manage events, opportunities, leads, and comments. This new Salesforce application provides a simplified user interface, unifying management for all 4 object types on one page (translated in both English and Japanese). 

Results

  • The key partners and customers will start using the product as soon as the MVP of the product launches. 
  • Companies who use Salesforce to create meeting minutes, action items, input their sales activities and customer details, saved more than 50% of their time.

If you are interested in reading more about our success stories, we recommend you check out Oktana’s Success Stories. 

Oktana achieved ‘Expert’ status for the Customer 360 Platform specialization

 

In 2022 Oktana achieved ‘Expert’ status for the Customer 360 Platform specialization in the Salesforce Partner Navigator program, the highest level for the category. 

As a software development company that helps customers innovate, 100% of our Salesforce projects use at least one of the Customer 360 specializations. Most of these projects require implementation of other Salesforce clouds that we have vast expertise, such as Experience Cloud, Service Cloud, and MuleSoft. 

The Customer 360 Salesforce Specialization requires demonstrated and validated expertise in eight Salesforce Customer 360 areas. Through our customer projects, established demonstrated knowledge and expertise in AppBuilder, Heroku, Integration Services, JavaScript Designer, Mobile, Platform, Process Automation and Security & Privacy.

Did you know we are also Salesforce Summit Partners? Check out how we achieved Summit (previously known as Platinum).

Salesforce TDD (Test-Driven Development)

Hi, I’m Diego and I have several years (I prefer not to say how many, but let’s say “enough”) working in Salesforce. I am also an Agile enthusiast and lover of applying related techniques throughout my work.

I’ve found test-driven development (TDD) can be a great technique for building robust software, but when we work in Salesforce, I find some constraints or restrictions can make it frustrating. In this post, I’m going to show when and how I use TDD while coding in Salesforce.

Disclaimer: The following is written on the basis of what has worked for me in the past. This is not intended to be a formal or exhaustive description. Use it as you see fit, I do not take any responsibility if you screw it up! 🙂

Salesforce TDD (Test-Driven Development)

Let’s start at the beginning:

What is TDD?

TDD is an Agile development technique that requires you to write a failing unit test before writing any “production code.”

How are you supposed to do TDD?

First I’ll describe how TDD is done in general (this is the way to go in languages like Java).

  1. Write a unit test and make it fail (a compilation error is considered a failing test). Write no more lines of code than needed.
  2. Write the least possible production code lines to make the test pass (fixing a compilation error is considered a pass test).
  3. Refactor the code.
  4. Repeat until you are done.

Let’s check out an example in Java so you see how it works. In this example, we wanna create an advanced calculator of integers.

 

We work in split view when doing TDD

Round 1

Let’s write a failing unit test:

Oops, MyCalculator is not defined yet, compilation issue…therefore, it is a failing test.

Let’s make the test pass:

Compilation problem fixed! The test is passing again. Woohoo!

No tons of code to refactor. 

Round 2

Let’s continue with that test to make it fail again.

Mmm…getOpposite is not defined, ergo compilation issue, ergo failing test.

Let’s fix that. Let’s write the minimum code to fix the test:

getOpposite is defined and returns 0 to any parameter (in particular, 0). Test is passing again!!!

Let’s refactor.

We still don’t have much code to refactor, but there are some name changes we could use to make code easier to read ( yup, yup, yup…unit test code is code, too).

Much better now! 😀

Round 3

Let’s add a new minimum test to fail.

Right now, getOpposite returns 0 to any parameter… it’s a fail!

Let’s write the minimum code required to make the test pass.

Yay! It’s green again! Let’s continue.

Round 4

Let’s add a new failing test.

Last test fail (we are return 0 to any value different than 1), so now we need to write the minimum code to fix this test:

Test is passing again… but this solution is not good, let’s refactor.

Tests are still passing and we solve all the cases! We are done! Well, not actually, we still need to document, test more, write more tests and write even more tests…but we’re on the right path.

I expect this silly example gives you a feel for what TDD is and how it is done.

Now, let’s continue with the discussion, focused on Salesforce.

TDD Advantages

  • Code coverage: We get great code coverage without even thinking about it.
  • Testability: The code is designed to be testable by default (we are actually testing every time we change something).
  • Easier to refactor: We should not change or refactor code without having a set of tests we can lean on. As we are constantly writing tests that we know are able to catch bugs (we make it fail at the beginning), we know that we have a set we can rely on.
  • “Better” code: We are constantly refactoring the code, striving for the best possible code.
  • Predictability: After we finish a “round,” we are completely sure the code is working as we designed it to work and we know we didn’t break anything. We can say we have “working software.”
  • Prevents useless work in Salesforce: In Salesforce, aside from Apex, we have plenty of options to make changes like triggers, workflow rules, process builder, etc. Imagine that after we write a test that changes a value on a contact record, it passes. We could discover that there is another moving part that is taking care of that change (or we wrote the test badly).
  • Documentation: Tests are a great tool to communicate with other developers (or the future you) how, for example, a class API should be called and the expected results of each case.

TDD Disadvantages

  • Overtrust: It happens to me that, as we are testing continuously and we are getting test green, I sometimes have a feeling that the code is working perfectly…but it doesn’t mean it is. We may miss, or simply get lazy, and leave a case out of the unit test.
  • Slow in Salesforce: TDD is designed based on the theory that compiling or writing a test is really fast (a jUnit unit test has to run in less than 1ms). In Salesforce, we need several seconds to compile (the code is compiled on the server) and several more seconds to run the test. In my opinion, this is usually 10+ seconds. As we are compiling and running tests constantly, we add several minutes of “waiting for Salesforce.” However, this can be mitigated if you think you will need to write/compile/execute tests later anyway – you might as well do it upfront.

 

 

Me when I realize the QA found a case I had not considered when I was doing TDD

I will (probably) use TDD when...

In general, I’ve found that TDD is a great tool in several circumstances and I tend to do it almost always in the below cases.

  • Back-end bug fixes: Doing TDD in this context has two big advantages. First, you make sure you are able to reproduce the bug consistently. Second, and even more important, as you are writing a test specific to the bug, you know you will never introduce that bug again.
  • Back-end work with clear requirements and a clear implementation strategy: In this context, writing tests is going to be easy and implementing the production code will be easy, too, as you know where you are heading when you create the test cases.
  • Back-end work with clear requirements and minor implementation unknowns: In this context, the test is easy to write and the production code may be getting clearer as you move into cases.
  • Back-end work with some requirements discovery: Imagine in our calculator example you write a test to divide by zero and you realize you’ve never discussed that case with the BA. TDD helps you discover opportunities to clarify requirements.

I might do TDD, but it’s unlikely...

  • As part of requirements discovery: You could write unit tests as part of requirements discovery, and discuss it with your stakeholders, BA, or other technical people, but you probably have better techniques to support this process.
  • Front-end work: I’m gonna discuss this briefly later, when we talk about Lightning web components.

I will never do TDD when

  • I’m doing a prototype: By definition, a prototype or PoC should be discarded after we show it, so I code it as fast as I can, focused on demonstrating the core functionality.
  • I’m experimenting: If I’m trying a new idea, I don’t focus on code quality (again, this is a prototype).
  • I’m evaluating implementation options: There are some cases where you want to compare two implementation options, so focus on having a good-enough-to-decide prototype and throw it away after you decide…then do the stuff well.
  • I don’t care about code quality: I know code quality is not usually negotiable, but in very limited and extreme situations, it may not be the top priority. For example, when everything is screwed up on prod and you need to fix the problem ASAP because the company is losing millions of dollars per minute. In this very extreme circumstance, fix the problem as fast as you can, make your company earn money again, go to sleep (or maybe get a drink) and tomorrow at 10 am (yup, after a stressful night, start working a little later the next day) make the code beautiful with TDD. Make a test that reproduces the bug and then fix and refactor the code properly.

 

 

Me again, but on one of THOSE nights.

  • When creating test code is extremely difficult (but not possible): In Salesforce there are a few elements that are very hard to test, like working with CMT. In this scenario, I’d probably split the problem into two parts – one that is TDD-doable using mocking data (@TestVisible is your best friend here) and a second, smaller part that I’d consider how to test later (if I even consider it).

How I do TDD in Salesforce

I really don’t do TDD as I defined at the beginning of this article when I’m working in Salesforce. Why? Mainly because of the slower compile/test flow, but also because in Apex we generally start writing integration tests instead of unit tests. Instead of “regular” TDD, I tweaked the formula a bit to work better under Salesforce circumstances.

  1. Write an entire deployable test that checks the flow or use case. Yup, I said deployable, so if I called a method I haven’t created yet, I will create it, empty, so I can deploy.
  2. Run it and get a failure.
  3. Write the minimum code that makes that test pass.
  4. Refactor.
  5. Continue with the next flow or use case.
  6. When I’m done with all the flows and use cases, I refactor the code again (splitting methods, checking code cleanliness, documentation). I run the unit test continuously, every few changes to check if everything continues to work as expected.

To make everything clear, let’s view an <could-be-real-world> example.

Requirement:
As a user, I want the values stored in any object copied into a number of specified contact fields. The specified “mappings” will be stored in a CustomMetadataType called Contact_Mappings__cmt. The Contact_Mappings_cmt has two fields:

  • Original_Fields__c Text
  • Mapped_Fields__c Text

Round 1

As I said before, I should start writing an Apex test that tests a business case. The first thing I’m thinking of developing is “The contact should not change if there is no mapping defined.” I have to write a deployable test that is going to fail with the minimum amount of code to make it fail:

We work in split view

As expected, the code deploys but the test fails. So, we need to fix it! We can simply return the same object.

Now It passes, but we don’t have a lot of code to refactor (we could extract some constants in the test).

This is a much better test.

Test still passes!

Round 2

Okay, let’s add another case. What if we check that the User.LastName is copied into the contact when I define the Mapping Lastname => Lastname? Great idea, let’s do it!

I start to write the unit test but…. I realize I can’t do an Insert in a CMT. Or, I give seeAllData permission to the test and define it in the project metadata. Or, I have to somehow deploy it. 

Remember that I said that I don’t do TDD when writing the test is extremely hard? Well, it looks like I’m in one of those situations. At this moment, I can quit writing this blog post and go cry…or I can redefine what I am developing with TDD, leaving all the complexities outside of scope. I imagine you would be very annoyed after reading this far to see me just quit, so let’s go with the second option.

I can’t use the CMT right now, so let’s do something different. What if we use a Map<String, String> where the key is the field in the original object and the value is the list of fields names in the Contact Object. It might work, later on we just need to read the CMT and create a Map with that information, but spoiler alert…that won’t be covered in this article.

But okay, great, let’s create a map and write the deployable failing test.

And as it was expected… it fails.

Let’s write the “minimum” code that makes that test pass

Our new test passes, but the other one failed! Let’s fix that.

Let’s do some refactoring, either in test or production code.

I think the put/get part is messy to read (and has its own meaning), so let’s split it into its own method.

Also, as we want that theMap could be injected into test case scenarios, the @TestVisible annotation is useful here.

Round 3

Now we should add a new test that executes a new flow and see it fail. I think you got the idea, so I won’t do it now, but just to specify the cases, I can think:

  • Mapping a field to multiple fields (separated by colon)
  • Does nothing if origin field is wrong
  • Does nothing if destination field is wrong
  • Does nothing if types are not compatible
    …and so on

Can we do TDD in Lightning web components (or front-end)

The short answer is yes, we can.

Long answer: As the Jest test can’t see the objects, but they see only the “generated DOM”, it may be harder to do TDD in an efficient way for front-end solutions. Usually, it is better to test visual code by watching the result and THEN write the tests we need to ensure code won’t break in the future.

Conclusion

TDD is a best practice that’s good to master so that you can decide the best moment to apply it (I don’t believe there is One Ring to rule them all, One Ring to find them, One Ring to bring them all, and in the darkness bind them, thank you J.R.R. Tolkien). Applied correctly it will make you produce better, more robust code…and fewer bugs, which means…

Homer is happy

Why you should attend Dreamforce 2021

Dreamforce starts next week, in just 5 days. If you’re new to Salesforce, you may not know about Dreamforce, the annual event that brings together the global Salesforce community for learning, fun, community building, and philanthropy. It’s an experience where Trailblazers from all over the world gather to share their stories, their successes, and learn from each other.

Why you should attend dreamforce

Why Attend Dreamforce

Salesforce is taking a hybrid approach this year, both on-site and online. Dreamforce 2021 takes place September 21-23, 2021, and will host select attendees in San Francisco, while the rest of the world will join virtually. 

Dreamforce will broadcast globally, for free on Salesforce+. There will be four live broadcast channels and 100+ hours of on-demand content. Salesforce is known across the industry for its excellent events. We highly recommend attending if you are working with Salesforce or would like to start learning more about it. There are four key reasons why you want to be a part of Dreamforce 2021. 

  • Learn. Transform your career with breakout sessions, training, and certification opportunities. Participate in cutting-edge demos. Meet new partners with solutions to help your organization grow.
  • Get inspired. The world’s most innovative minds come to Dreamforce to inspire, excite, and motivate attendees every year.
  • Give back. Attendees help build diversity, inclusion, equality, and sustainability with action and volunteerism. Past organizations Salesforce has supported include Girl Scouts of America, RED, and many more.
  • Have fun. When Trailblazers get together, it’s a party. And Dreamforce is the biggest one of all. Dreamforce is a celebration of the community.

 

Recommendations to attend Dreamforce 

Are you ready for three full days of non-stop events? There are many sessions and topics, that’s why we have some recommendations for you:

Plan your time: One of the biggest challenges with a virtual Dreamforce will be that everyone is spread across different time zones. Dreamforce has everything you need, from session descriptions to calendar links. Don’t forget to add the sessions to your calendar and keep track of what’s coming. Take a look at the schedule and the episodes, so you can choose the sessions that make the most sense for your interests and responsibilities. During the three-day marathon, we recommend blocking off time to catch up on tasks and stay productive. 

To make your life easier, here are some sessions we recommend. Remember that if you cannot attend some sessions, they will be available later in Salesforce+.

 

Day 1: Tuesday, September 21 

  • Dreamforce Main Show: Trailblazing Together with Marc Benioff and Special Guests (12:45 p.m. ET)
  • Integrate Everything, Automate Anything with MuleSoft (1:00 p.m. ET)
  • Innovation from Anywhere with Salesforce Developers (6:30 p.m. ET)
  • Create User Experiences with Lightning Web Components (7:30 p.m. ET)
  • Develop Enterprise Applications with Apex (8:00 p.m. ET)

 

Day 2: Wednesday, September 22

  • A Special Conversation with Co-Founder & CTO Parker Harris (12:00 p.m. ET)
  • Build the Future of Business with Salesforce Architects (3:30 p.m. ET)
  • Architecting at Scale (4:30 p.m. ET) 
  • Unlocking Insights with Tableau (5:30 p.m. ET)

 

Day 3: Thursday, September 23  

  • Your Roadmap for Connected, Effortless Service (12:00 p.m. ET)
  • MuleSoft: Create Integrated Customer 360 Experiences (12:30 p.m. ET)
  • Fast and Easy Integration with MuleSoft Composer (1:00 p.m. ET)
  • The IT Leader’s Guide to the Salesforce Platform Roadmap (2:00 p.m. ET)
  • Empower IT to Ship Faster with Functions and DevOps Center (2:30 p.m. ET)

 

Test your equipment. Make sure you have all the equipment ready and prepared for a perfect virtual experience. Test your internet speed, and have a backup source just in case. Also, prepare your laptop and phone chargers as well as grabbing additional cables in advance. You don’t want to have your devices run out of power in the middle of a great session. 

 

Prepare your space: We’ve all been juggling working from home for months, so we know how easy it is to become distracted. The best approach is to find a space in your home that will let you focus on the event with minimal interruptions. Close that email, for example. We know it’s tempting to multitask; avoid it if at all possible. Give yourself the time to focus on learning and engaging as much as you can. And some of those sessions may be early; make sure you have your favorite brew ready!

 

Whether it is your first time attending Dreamforce, the second time, or more, we are sure you will have a great experience!

Salesforce DevOps Q&A

Interested in becoming a DevOps engineer, but you still have some questions about it? Sebastian V, an architect in our Uruguay office, has answers.

Salesforce DevOps Q&A

What DevOps tools have you come across? Would you recommend any Salesforce-related products?

There are many tools, but the most useful ones are repositories. Then we have different automation tools based on the Continuous Integration approach. The first tool I used was CumulusCI, a powerful toolset for employees and community collaborators. It allows anyone working on an enhancement to NPSP(Nonprofit Success Pack) or EDA (Education Data Architecture)—or even a community project to spin up a Salesforce instance complete with NPSP or EDA already installed and configured.

CumulusCI builds orgs based on repeatable recipes (dependency management, package or application installation, metadata deployment to tailor org, and more). CumulusCI makes it easy to define fully realized scratch orgs. Also, it has a pipeline, a UML script that lets you determine how you want that deployment to be. For example, suppose you need to add test data or run one specific apex class before the deployment. In that case, you can customize the way that you are going to deploy.

Jenkins is the second tool I have been using. Jenkins is a free and open-source automation server. It helps automate software development related to building, testing, and deploying, facilitating continuous integration and continuous delivery. You can integrate it with different tools, like Slack, GitHub, Assembla, and more. It’s an excellent tool. 

 

Should the production deployment be automated too?

The idea is that we try to automate everything. The thing about production deployments is that sometimes it is an issue because businesses don’t want an automated tool to do those deployments. 

The primary goal of DevOps is to try to automate everything. This is what we call the Value Stream: the process required to turn a business hypothesis into a technology-enabled service that provides value to the customer.

 

Does CumulusCI use the same SalesforceDX commands?

No, it doesn’t use the same ones. For me, SalesforceDX (SFDx) commands are more difficult to understand because of the way they are written. CumulusCI gives you more human-readable commands, and it lets you create your own commands.

 

How different or similar are the profiles of a DevOps engineer and developer? Do DevOps engineers need to be a developer first?

In the past, operations teams have had a different role in IT. DevOps is not trying to change that because there are some things that the operation team needs to continue doing, like monitoring. The DevOps profile adds development, so if you ask me, you can start from both sides.

It is essential to mention that being on the DevOps side requires knowing code because pipelines are written with code. For example, Jenkins pipelines are written in a groovy version of Java. Also, command-line tools use shell commands, so it is better if you know how to write shell commands.

So most DevOps engineers must understand and know how to work with GIT, shell commands, and different languages like Java. 

 

What should I do if I want to get started in DevOps?

You can follow many paths, and there’s the myth that DevOps engineers are the top senior developers, that is not like that. DevOps has a broader spectrum. And, of course, there are DevOps engineers that are awesome!

But if you want to be a DevOps engineer, we are not interested in designing applications; we focus on helping improve the development lifecycle. You can take some great certifications online, like AWS Certified DevOps Engineer – Professional and Certified Kubernetes Application Developer (CKAD). They’re a great way to get started.

 

How is DevOps different from agile?

That’s the myth that says that DevOps is coming to eradicate agile. That is a lie because DevOps and agile complement each other. Agile focuses on the requirements side and the building part, while DevOps focuses on what comes next – it’s like an extension of the framework. DevOps tries to focus on the value streams, how they can reduce them, and how to automate. So it’s like the next step in the new era of a software engineer. You still need agile, a scrum master, a product owner, and your team. But how do you deliver that to the market? Well, you will have to use DevOps. 

 

What is the best thing about DevOps?

Our DevOps team keeps growing, so we asked some of the team members for their favorite things about DevOps:

“What I like the most about DevOps is the interrelationship with all teams in general. One is a full stakeholder. The most important thing to know and remember is that DevOps is not a trade, profession, or specialty; it is a philosophy and culture, and it is not only the knowledge about the use of tools. At the same time, a DevOps engineer never stops learning. We are constantly learning new tools and ways of working from different resources. Another exciting thing is the automation of processes to launch servers, monitor them, and generate an infinite number of jobs in this area. I can’t select one favorite tool because I like them all. I use the IntelliJ IDE and Infrastructure As A Code (IAAC) Terraform + Ansible + Puppet + Salt for programming. For CI/CD, I use Jenkins + Github. DroneCI for image generation, for acceptance test Cucumber, and for monitoring Sonarqube.” 

Marco Ramirez – Oktana DevOps, Bolivia

“I like being able to have a precise and efficient process of moving the new ‘features’ implemented to other environments. So later, as a developer, you can focus on the development itself and not worry too much about deploying the new features.”  

Kevin Monzon – Oktana DevOps, Uruguay

If you are interested in learning more about DevOps, read our latest article: Introduction to DevOps and Continuous Integration. And if you are interested in joining our family and following this career path, check out our open positions.

Introduction to DevOps and Continuous Integration

Sebastian V. has been working as a release manager on our team in Uruguay for more than a year. He is a Salesforce Certified Application Architect who most enjoys designing development life cycles that improve development capacity. Helping developers and the whole team to work as comfortably as possible brings him great satisfaction.

In this article, you will learn the main goal of DevOps, why we need DevOps, and lastly, we’ll explore the Continuous Integration (CI) framework.

Introduction to DevOps and Continuous Integration

What is DevOps?

The term “DevOps” combines the words developers and operations, which are typically two different teams in IT:

One takes care of the building process and the other takes care of maintenance. When we say developer team, we aren’t talking just about developers, we must include lead developers, tech leads, architects, and quality assurance engineers. And when we say operations team we are talking about system admins, software configuration management engineers, DBAs, network engineers, and server engineers. Everyone is responsible for deploying the application, maintaining the servers, databases, and monitoring the logs and traffic. 

The DevOps movement started around 2006 in response to the culture of fear that the industry generated. The agile process was great at solving the issues between gathering requirements and building, but the software industry was still dysfunctional. 

DevOps is a framework with a series of preconditions, activities, processes, and tools that are designed to solve and prevent some problems, such as production issues, rolling back incompatible changes, delayed releases, delays going live to market, and total team burnout. It also helps operations teams avoid having complex deployment sessions that are time-consuming because the more time between each update, the more those environments tend to diverge from each other. As a consequence, the discrepancies between the environments will impact the developers, making it more difficult for them to develop new features. To sum it up, these challenges make it harder to get something out to production.

 

What is this framework about and how can it help to solve some of these problems?

DevOps enables us to simultaneously improve organizational performance and the human condition.

  • End-to-end responsibility

Delivery is a team responsibility. The phrase “it works on my machine” is no longer valid. Developers and the operations team need to take ownership together. Both teams must collaborate from the beginning.

Example: Operations teams could prepare scripts to allow developer teams to work comfortably on their individual environments (automatic deployment scripts, automatic test data load, environment management scripts, for cleaning and cloning). If for any reason there are manual configurations that need to be made, the whole team will be responsible for documenting the changes needed, to make sure that a piece of code can be deployed to any given environment. The quality assurance team also has a primary role here as they will be the first ones to receive a finished piece of code, so it’s a great moment to test the scripts and correct any issues with the deployment activity.

  • Small increments over monolithic deliveries

It’s not easy for many new features to fit on a running server without any errors. Deliveries should be more frequent and with less “density,” meaning fewer features in each delivery. Ideally, we want just one small functional change to be delivered, so we can do it several times during a given period.

Example: Imagine you have an open-source free writing tool that crashes once in a while. You soon realize that you usually save your work when you finish a chapter (every two weeks) but this crash happens once a month, so when this happens you may lose almost two weeks of work in the worst case. You start saving frequently and eventually you end up saving after you finish a paragraph, so in the worst-case scenario, you would only lose one paragraph. This gives you a safer and systematic solution.  The same approach applies to software. If for any reason you need to roll back, you only lose the last change and not the complete release. 

  • Automate everything

We must reduce manual procedures as much as we can. This is where the operations team can help more, by defining configuration scripts, or data scripts that can be bound to the source code so when there is an environment that needs an update, these scripts will do all the preparation and post setup work. Sometimes this level of automation is not going to be possible, but the less manual configuration the better. 

Example: Sometimes it happens that manual configuration is easier and faster than the scripts. Logging in to the environment and selecting an option on the settings menu is easier than creating a script, finding and writing the appropriate code, and finally, testing it. We are often tempted to find the easiest way. But what happens when this procedure needs to be done on every deployment (each server or each environment), after repeating the steps 10+ times, the script will seem the easiest way.

  • Run unit tests 

Unit testing is the key to delivery reliability but developers tend to hate it. We sometimes don’t see the value of creating so many tests, especially that obvious one because it feels almost like losing time. But more often, unit testing is the part that we forget when we estimate a task.
Example: Imagine you only need to add a few lines of code and it will be done. You think it’s two story points for the estimate (story points are units of measure for expressing an estimate of the overall effort required to fully implement a product backlog item or any other piece of work.). Then when you write the code, you realize that you could unit test it, and when you dive into it, there are many tests that you need to write, so the task actually required more than two story points.

 

Continuous Integration (CI)

Continuous Integration (CI) is a development practice where developers integrate working code several times a day and each integration can be verified by automated tests. The word ‘integrate’ comes from the process of “adding the changes.” Working code is the code that passed all tests. If the code isn’t working it can’t be integrated. Also, each integration can be verified, this means that there is a history of these logs going on, this traceability aspect is very important since it can help to track issues and find the exact turning points where defects are introduced.

 

Continuous Integration goals

  • Easily detect integration bugs 

Sometimes a test that works in our environment won’t work on another. This points out that there are differences between the environments that we need to address. Resolving the differences helps create an environment that is synchronized. It’s important to mention that the more updated tests you run, the stronger the application you build.

There are development practices like test-driven development that are based on this principle. They develop tests before the software is fully developed. Those practices are considered the most reliable way of programming and are the ones that achieve the highest development velocity. Despite the general belief that writing tests slow the developers down, it’s the other way around, because we lose more time trying to find the source of a defect than the time we lose writing a unit test. 

  • Increase code coverage 

Code coverage has been used as a metric that determines how reliable the unit tests are. It is based on a simple concept: if after a test run we have uncovered source code in areas of our application that we are not certain is correct, therefore, there could be unspotted defects. There are platforms like Salesforce that won’t let you deploy code that hasn’t reached a given amount of code coverage, helping ensure you introduce best practices 

  • Develop faster and never ship broken code 

Today, organizations adopting DevOps practices often deploy changes hundreds of times per day. In an age where competitive advantage requires fast time to market, organizations that are still driven by old-fashioned practices are doomed to fail. Two major points make a big impact on development velocity: 

Hand-offs so the deployment can take place. Having to rely on other teams will only make the deployment slower because those teams won’t be prepared and will have to catch up with the task. 

Debugging, when unexpected errors occur, and we don’t have a clue where they come from, fixing and debugging them can take many hours, even days. We know that having a unit test doesn’t guarantee a defect-free application, but it helps in identifying where the issues come from, and we can catch those issues at a very early stage, so fixing them is much faster and we will only promote working code.

  • Consistency in the build process 

Using CI pipelines streamlines the process of product release, helping teams release high-quality code faster and more often and lets us rely on an automated framework that can repeat the process over and over again. This consistency is achieved by reducing manual procedures and hand-offs.

  • Increase confidence in the software

CI is the result of decades of experience and provides value by helping to deliver valuable systems to users faster. It helps to produce a higher quality code base with fewer defects. The severity and frequency of defects drop after adopting continuous integration. This assures that the production deployments will run a lot more smoothly by identifying incompatible aspects earlier, which is critical.

If you want to know more about DevOps and how become a certified DevOps engineer, we recommend AWS Certified DevOps Engineer – Professional. Also, we are looking for developers to grow our DevOps team, and check our available positions

Calling Apex methods in Salesforce Lightning web components

Originally published as ¿Cómo Llamar Apex en Lightning Web Component?

 

One of the features that Salesforce gives us is the ability to call Apex methods in Lightning web components. This can be done by importing the method and calling it with the decorator wire service or imperatively.

Calling Apex methods in Salesforce Lightning web components

How to import an Apex method in a Lightning web component?

We can import methods from Apex classes into a component using the import form in ES6 (ECMAScript v6). This way:

  • apexMethodName: Symbol to identify the Apex method.
  • apexMethodReference: Name of the Apex method that we are going to import.
  • Classname: Name of the Apex class in Salesforce.
  • Namespace: If the Apex class is in the same namespace as the component, do not specify a Namespace. If the class is in a managed package, specify the namespace of the managed package.

 

How to expose an Apex method in Lightning web components?

To expose a method of an Apex class in a component, the method must be static and global or public. Also, we need to add the @AuraEnabled annotation to it.

In the following example, we expose a method called getContactList in the component, which returns a list of contacts.

 

 

How to call an Apex method with React Wire?

To read data from Salesforce, the Lightning web component can use the Reactive Wire service. The wire decorator is used to call an Apex method.

In the following example, we call an Apex method using the wire decorator.

 

How to call an Apex method imperatively?

In the next example, we call an Apex method, which returns a list of contacts, imperatively. The imported function returns a promise.

If you are looking for Salesforce technical content in Spanish written by experts, we recommend visiting Snake on Code, where you will find more information regarding Lightning web components, Apex, and more. 

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