Aug 27, 2015

Today i want to give some tips to create Salesforce users under a simple names policy.

One Salesforce user is created using : name + @ + domain
(As you can see in the picture)

It means, name can be the same for different domains. In the case of Salesforce different domains means ORGs (formally Organizations).

Organizations means Salesforce single instance.

Usually an architecture is based on the model production/pre-production/developer. In this case Salesforce architecture is based into :

1) Production ORG .- Called Company ORG or ORG
2) Pre-production ORG .- Full Sandbox
3) Developer ORGs .- Sandbox

As you have read, any ORG different to production is called Sandbox. At Salesforce there are differents types of sandbox. All details at this link.

Into my project i´ve used simple convention for ORGs and users. The name of an ORG is the name of domain as part of your username. It means that you can use the same user with different domains, to connect to different ORGs. It's the same for production or non production ORGs.

But there is a little trick here, you have to use different login URLs :

For production ORGs, Salesforce login URL is allways : http:\\login.salesforce.com

For non production ORGs, Salesforce login URL is always : http:\\test.salesforce.com

Note : If you are already using another connection url is because you can use DNS names and company domains to rename Salesforce connection URL at your company wishes.

My advice for ORG and user names policy :

- Production ORG : This name is usually assigned by Salesforce at the first day, or it is a trial ORG moved to production. As an example we suppose "companyname.com" (or in case you have several Salesforce instances by departments you can use "companynamedepartment.com")
- Production Users : "username@companyname.com"

- Preproduction ORG : I usually called "pre". Salesforce use your domain + sandbox name to create your domain, at this example your new domain will be "companyname.com.pre"
- Preproduction Users : "username@companyname.com.pre"

- Developer ORG : I usually use "dev" or in case you have several developer sandbox you can use dev1, dev2, dev3...or if these are based on features you can use : devData, devMobile...
At this example your new domain will be "companyname.com.dev"
- Developer Users : username@companyname.com.dev

Enjoy & have fun !!!

Aug 26, 2015

Yesterday, we adopted a new member into the family.

It makes me feel like young again every day jumping, running and playing around.

I suppose it'll learn Salesforce too. Who knows. But, we are going to start learing canicross by the moment. (it's running with dogs)

Maybe "Pepe" (Pet's name) could learn how to pass certifications exams by me.....jejeje

Enjoy & have fun !!!
More than 2 years after open this blogg. And after hard work doing projects. I'm going to start my success career to the glory ;-)

We're going to learn a little bit more about Salesforce license types :

It's the first thing to know before to start a project. It's important to know how many API Calls, Storage...ah, sorry, those are thing we need to explain in details after all ;-)

First, you have to double check what is your license or in case your are purchasing what is your best choice.

There are some Salesforce solutions : Sales, Services, Marketing, Platform (Force.com)...

For any of them you have several editions : Group, Professional, Enterprise...And finally, your license is based over those editions :  We're going to take Sales as an example.

Top 3 most Important concept to take care about :

1) Type of Salesforce Sales license, Does it allow your requirements? and features you need?

Those are selected like "tics" into the list. In this link Salesforce compare different Sales License Editions

Next 2 concepts are based on limits. Into a Salesforce Cloud project you are limited to several number of platform features. You could say "I rented to Salesforce this power". "Power" really is "level of service" and it's mesured like limits.

2) Storage. Are your storage needs enought with your Salesforce license type?

It's calculated by number of users multiply number of Mb depend of Salesforce license

Storage calculation is detailed here.

3) API Calls : Those are the number of calls using APEX Code (programming language of Salesforce similar to Java but not equal)

It's calculated by number of users multiply number of API Calls depend of Salesforce license

It's important to know that those are counted as a Pool, It means you can spent all with only one user. Or 50% one user and the other 50% over other all users.

API call limits are detailed here.

4) Other Salesforce limits

Important to check at least Salesforce limits by edition

Three simple concepts, but a lot of importance into a Salesforce Cloud Project.

Enjoy & have fun !!!