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Wednesday, November 30, 2011
Friday, November 4, 2011
Why is the selection between Lookup and Master-detail relationship so crucial
Today as I was surfing through questions in the SF community , I came across a query which was related to the summary functions between two object linked with a lookup relationship. The query was simple all the respondent wanted to know was for:-1. Two objects A and B linked with lookup relationship how to find out the count of the object B linked to object A.
2. Also if it was possible to find sum of a particular currency field in B for all the instances of B linked to a particular instance of A.
3. To do the same through configurations rather than any code
Some pro-s may say come on that is not possible for a "lookup" relationship!!! True to achieve that one either :-
1. Needs to link the two objects with what we call the "Master-Detail" relationship.
2. Else if that is not feasible one may seek the intervention of code and a good old trigger will do the trick.
So very correct but this brings up the more basic question of :-
1. Planning - A product or project should be planned and designed very carefully and should undergo many iterations of brain storming before it actually goes under the hammer-specially when its ERD and database schema is being finalized.
2. Mapping of Objects and the relationships between them should be accorded utmost scrutiny and logical evaluation.
I remember during my early days with salesforce and managed package (remember it freezes the schema and makes any change very difficult and exhaustive process from the point of view of product maintenance) a small slip in the selection between a lookup and master-detail relationship compelled me to write a trigger which could otherwise would have been easily achieved with standard configurations.
Hence the time devoted to database design or in simpler terms "of deciding the way objects are linked with one-another" may appear irrelevant to some but its worth the trouble and will spare us from product maintenance nightmares.
Tuesday, August 30, 2011
Allaying apprehensions of Data Security w.r.t. Salesforce
One of the questions posed to all the business consultants showcasing the versatility of Salesforce CRM to prospective clients ,"is the concern of data security" and the traditional fear of keeping one's sensitive data in the custody of "Salesforce Servers". Assuring the client about the flawless of the security of data becomes a torturous exercise - walking the clients through:-
1. The "Trust Statements"
2. Certification of respective government
3. Global Audit compliance
The jargon involved in these documents is so complicated and lengthy that the actual intent {assuring about of safety of data} is lost on the audience.
My simple explanation to the business team {which occasionally directs the volley of these queries towards the technical team} is to explain the dynamics of "Data Safety" by way of a simple analogy. Here is how it goes - Whenever prospective clients or existing clients are showing their concern about safety of their data, ask them a simple question? Sir/Mam where do you keep your valuables or money, the obvious answer to this query would be a bank. (unless it is ill-gotten) Why do you keep it with bank? As you know your money is safer there and banks are better equipped and legally bound to protect your money and also replace it in case of theft. The same spirit applies to CRMs - they too are legally bound to safeguard the privacy and safety of your data. Since you would not keep your money at home and prefer a bank instead and will not be deterred by the logic that it implies entrusting a third party with your money (as you are assured of its safety) the same logic applies to your "data" by way of corollary when you store it on "salesforce servers". If you want more insight to this please go through:-
1. Safe Harbor statements provided here -http://trust.salesforce.com/trust/privacy/tools/
2. Also the most valuable testimony of our (salesforce crm's ) commitment to data security and privacy can be provided by existing client base , refer to the link enclosed for more info. http://trust.salesforce.com.
3. Besides salesforce provides the option of trial runs , one can use the CRM on a trial basis from Appexchange and once assured you can go ahead and subscribe.
Hope this settles the noise around the data security debate vis-avis "The Cloud" (common name of salesforce).
1. The "Trust Statements"
2. Certification of respective government
3. Global Audit compliance
The jargon involved in these documents is so complicated and lengthy that the actual intent {assuring about of safety of data} is lost on the audience.
My simple explanation to the business team {which occasionally directs the volley of these queries towards the technical team} is to explain the dynamics of "Data Safety" by way of a simple analogy. Here is how it goes - Whenever prospective clients or existing clients are showing their concern about safety of their data, ask them a simple question? Sir/Mam where do you keep your valuables or money, the obvious answer to this query would be a bank. (unless it is ill-gotten) Why do you keep it with bank? As you know your money is safer there and banks are better equipped and legally bound to protect your money and also replace it in case of theft. The same spirit applies to CRMs - they too are legally bound to safeguard the privacy and safety of your data. Since you would not keep your money at home and prefer a bank instead and will not be deterred by the logic that it implies entrusting a third party with your money (as you are assured of its safety) the same logic applies to your "data" by way of corollary when you store it on "salesforce servers". If you want more insight to this please go through:-
1. Safe Harbor statements provided here -http://trust.salesforce.com/trust/privacy/tools/
2. Also the most valuable testimony of our (salesforce crm's ) commitment to data security and privacy can be provided by existing client base , refer to the link enclosed for more info. http://trust.salesforce.com.
3. Besides salesforce provides the option of trial runs , one can use the CRM on a trial basis from Appexchange and once assured you can go ahead and subscribe.
Hope this settles the noise around the data security debate vis-avis "The Cloud" (common name of salesforce).
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