Book Image

Salesforce Lightning Platform Enterprise Architecture - Third Edition

By : Andrew Fawcett
Book Image

Salesforce Lightning Platform Enterprise Architecture - Third Edition

By: Andrew Fawcett

Overview of this book

Salesforce Lightning provides a secure and scalable platform to build, deploy, customize, and upgrade applications. This book will take you through the architecture of building an application on the Lightning platform to help you understand its features and best practices, and ensure that your app keeps up with your customers’ increasing needs as well as the innovations on the platform. This book guides you in working with the popular aPaaS offering from Salesforce, the Lightning Platform. You’ll see how to build and ship enterprise-grade apps that not only leverage the platform's many productivity features, but also prepare your app to harness its extensibility and customization capabilities. You'll even get to grips with advanced application architectural design patterns such as Separation of Concerns, Unit Testing and Dependency Integration. You will learn to use Apex and JavaScript with Lightning Web Components, Platform Events, among others, with the help of a sample app illustrating patterns that will ensure your own applications endure and evolve with the platform. Finally, you will become familiar with using Salesforce DX to develop, publish, and monitor a sample app and experience standard application life cycle processes along with tools such as Jenkins to implement CI/CD. By the end of this book, you will have learned how to develop effective business apps and be ready to explore innovative ways to meet customer demands.

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Table of Contents (17 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Author disclosure
Get in touch
Free Chapter
1
Building and Publishing Your Application
Building and Publishing Your Application
Introducing Salesforce DX
Required organizations
Introducing the book's sample application
Package types and benefits
Creating your first managed package
Package platform feature dependencies
Supporting package upgradability
Becoming a Salesforce partner and the benefits of doing so
Introduction to AppExchange and listings
Installing and testing your package
Understanding how to license your package
Providing support
Customer metrics
Trialforce and Test Drive
Summary
2
Leveraging Platform Features
Leveraging Platform Features
Packaging and upgradable components
Understanding Custom Field features
Understanding the available security features
Platform APIs
Localization and translation
Building customizable user interfaces
Email customization with email templates
Process Builder, Workflow, and Flow
Social features and mobile
Creating and testing a new package version
Summary
3
Application Storage
Application Storage
Mapping out end user storage requirements
Understanding the different storage types
Reusing the existing Standard Objects
Importing and exporting data
Options for replicating data
External data sources
Creating a new FormulaForce package version
Summary
4
Apex Execution and Separation of Concerns
Apex Execution and Separation of Concerns
Execution contexts
Apex governors and namespaces
Where is Apex used?
Separation of concerns
Patterns of Enterprise Application Architecture
Unit testing versus system testing
Packaging the code
Summary
5
Application Service Layer
Application Service Layer
Introducing the Service layer pattern
Implementation of design guidelines
Handling DML with the Unit Of Work pattern
Services calling services
Contract-Driven Development
Testing the Service layer
Calling the Service layer
Summary
6
Application Domain Layer
Application Domain Layer
Introducing the Domain layer pattern
Implementing design guidelines
Domain class template
Implementing Domain Trigger logic
Implementing custom Domain logic
Object-oriented programming
Testing the Domain layer
Calling the Domain layer
Updating the FormulaForce package
Summary
7
Application Selector Layer
Application Selector Layer
Introducing the Selector layer pattern
Implementing design guidelines
The Selector class template
Implementing the standard query logic
Implementing the custom query logic
Introducing the Selector factory
Updating the FormulaForce package
Summary
8
Building User Interfaces
Building User Interfaces
What devices should you target?
Leveraging standard UIs and custom UIs
Leveraging the Salesforce standard UIs and tools
Generating downloadable content
Generating printable content
Client-server communication
Managing limits
Object- and field-level security
Managing performance and response times
Using the Service layer and database access
Considerations for using JavaScript libraries
Custom Publisher Actions
Creating websites and communities
Mobile application strategy
Custom reporting and the Analytics API
Updating the FormulaForce package
Summary
9
User Interfaces with Lightning Framework
User Interfaces with Lightning Framework
Building a basic Lightning UI
Lightning architecture
FormulaForce Lightning components
Making components customizable
Integrating with Lightning Experience
Integrating with Lightning Flow
Integrating with Lightning Communities
Exposing components with Lightning Out
Updating the FormulaForce package
Summary
10
Providing Integration and Extensibility
Providing Integration and Extensibility
Reviewing your integration and extensibility needs
Standard platform APIs for integration
Application integration APIs
Exposing platform events
Exposing Lightning Components
Extending Process Builder and Flow
Alignment with platform extensibility features
Extending application logic with Apex interfaces
The MuleSoft platform
Summary
11
Asynchronous Processing and Big Data Volumes
Asynchronous Processing and Big Data Volumes
Creating a RaceData object with data
Indexes, being selective, and query optimization
Handling billions of records with big objects
Asynchronous processing
Volume testing
Summary
12
Unit Testing
Unit Testing
Comparing unit testing and integration testing
Introduction to unit testing with Apex
Writing unit tests with the Apex Stub API
ApexMocks and Apex Enterprise Patterns
Unit testing with Lightning Web Components
Summary
13
Source Control and Continuous Integration
Source Control and Continuous Integration
Development workflow and infrastructure
Developing with source control
Hooking up continuous integration
Releasing from source control
Automated regression testing
Summary
14
Integrating with External Services
Integrating with External Services
Understanding inbound and outbound integrations
Managing inbound integrations
Understanding options for outbound integrations
Summary
15
Adding AI with Einstein
Adding AI with Einstein
Understanding Salesforce Einstein services and products
Understanding Einstein Prediction Builder
Understanding Einstein Discovery
Understanding Einstein Platform Services
Summary
Further reading
16
Other Books You May Enjoy
Other Books You May Enjoy
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Introducing Salesforce DX

Throughout this book, we will be using the Salesforce DX tool. Salesforce provides this tool for developers to perform many development and time-saving tasks, such as creating developer environments (known as Scratch Orgs), creating projects, synchronizing code with source control, creating and managing packages, and much more. In fact, it optimizes and helps you automate the entire Application Life Cycle (ALM) process for your application and package. Throughout this book, you will learn key aspects of this process, starting in this chapter.

We will dive straight into using this tool's Command Line Interface (CLI) along with an Integrated Development Environment (IDE), Microsoft Visual Studio Code (VSCode), for which Salesforce has also created many useful extensions. You do not need to be an expert in Salesforce DX to complete this book but I do recommend you take the time to complete the basic Trailhead trails: https://trailhead.salesforce.com/en/content/learn/trails/sfdx_get_started.

Salesforce DX brings with it the second generation of packaging technology for ISVs building on the Lightning Platform; this is known as 2GP for short. Previous editions of this book used the first generation technology (1GP). If you were to compare the experience between the two technologies, you would see that the package creation process using 2GPs is now fully automated through the CLI and requires no UI interaction. This is also very advantageous in respect of building further automation around your release pipeline, which will be covered in Chapter 13, Source Control and Continuous Integration. This book focuses on creating new ISV packages and not migrating between 1GP and 2GP for existing packages. You can read more about 1GP and 2GP at https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_build_and_release_your_app.htm.
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