Japan Dreamin' 2020 - AppExchangeプロダクト開発を続けて見えてきたプラクティス

Salesforce で ISV/OEM アプリケーションを開発する上で気をつけるべきポイント、たどり着いた解決策について紹介する。

Japan Dreamin' 2020
Practices I discovered during AppExchange product development
Here are some tips and tricks for developing ISV / OEM applications with Salesforce.

Transcript

1. AppExchangeϓϩμΫτ։ൃΛ
   ଓ͚ͯݟ͖͑ͯͨϓϥΫςΟε
   Practices I discovered during AppExchange product development
   Japan Dreamin’ 2020 (2020/01/25)
   TeamSpirit Inc.
   @a_kuratani
   

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2. ຊ೔࿩͢͜ͱɺ࿩͞ͳ͍͜ͱ

   What to talk or not to talk about today
   ࿩͢͜ͱWhat to talk
   

   ɾAppExchange։ൃͰେ੾ͳ͜ͱ

   ɹImportant things in AppExchange development

   

   

   ɾ੒௕͢ΔϓϩμΫτΛ։ൃ͢ΔϓϥΫςΟε

   ɹPractices for developing a growing product
   

   ࿩͞ͳ͍͜ͱWhat not to talk
   

   ɾϕετϓϥΫςΟε

   ɹBest Practices
   
ɾͨ͘͞ΜചΕΔϓϩμΫτͷ࡞Γํ
   ɹɹHow to make products that sell a lot
   #͜ͷൃݴ͸ݸਓͷݟղͰ͋Γॴଐ͢Δ૊৫ͷެࣜݟղͰ͸͋Γ·ͤΜ
   

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3. Akira Kuratani / ૔୩ জ

   ɹɹɹ@a_kuratani
   ɹɹɹkuratani
   

   ɹɹɹTeamSpirit Inc.
   ɹɹɹEngineering Team / Director
   ɹɹɹPodcast(migration.fm)
   me
   

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4. View Slide

5. View Slide

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7. AppExchange։ൃͰ
   େ੾ͳ͜ͱ
   Important things in AppExchange Development
   

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8. ΞοϓάϨʔυՄೳͰ͋Δ͜ͱ
   Upgradeable
   

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9. ΞοϓάϨʔυՄೳͰ͋Δ͜ͱ
   Upgradeable
   ͳ͔ͥʁWhy?
   ଟ͘ͷϢʔβʔʹAppExchangeΞϓϦέʔγϣϯ
   Λఏڙ͠ɺܧଓతʹػೳ௥Ճ͍ͯ͘͠৔߹ɺ
   Ϣʔβʔʹ࠷৽όʔδϣϯΛ࢖ͬͯ΋Β͏ͨΊʹ
   ͸ɺΞοϓάϨʔυͷखؒΛ࠷খԽ͢Δඞཁ͕͋Δ

   If you provide the AppExchange application to a large number of users and continuously add
   features, we need to minimize the upgrade effort so that users can use the new version.
   

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10. ੒௕͢ΔϓϩμΫτ
    Growing products
    

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11. جຊઓུ

    Generic Strategy
    ΞοϓάϨʔυՄೳͰ͋Δ͜ͱ
    Upgradeable
    

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12. ͲͪΒͷ։ൃελΠϧ͕͍͍͔ʁ
    Which development style is better?
    

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13. એݴత։ൃ
    Declarative development
    or
    ίʔυ։ൃ
    Code development
    

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14. એݴత։ൃ or ίʔυ։ൃ
    Declarative development or Code development
    એݴత։ൃ

    %FDMBSBUJWFEFWFMPQNFOU
    ίʔυ։ൃ
    $PEFEFWFMPQFNFOU
    ΧελϚΠζ༰қ
    &BTZDVTUPNJ[BUJPO
    ߴ͍

    )JHI
    ௿͍

    -PX
    ΞοϓάϨʔυՄೳ

    6QHSBEFBCMF
    ௿͍

    -PX
    ߴ͍

    )JHI
    

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15. એݴత։ൃ or ίʔυ։ൃ
    Declarative development or Code development
    એݴత։ൃ

    %FDMBSBUJWFEFWFMPQNFOU
    ίʔυ։ൃ
    $PEFEFWFMPQFNFOU
    ΧελϚΠζ༰қ
    &BTZDVTUPNJ[BUJPO
    ߴ͍

    )JHI
    ௿͍

    -PX
    ΞοϓάϨʔυՄೳ

    6QHSBEFBCMF
    ௿͍

    -PX
    ߴ͍

    )JHI
    ಛ௃
    $IBSBDUFSJTUJD
    ιϦϡʔγϣϯςϯϓ
    Ϩʔτͱͯ͠ఏڙɻ

    1SPWJEFEBTTPMVUJPOUFNQMBUF
    ϓϩμΫτͱͯ͠ܧଓ
    ఏڙɻ

    1SPWJEFEDPOUJOVPVTMZBTQSPEVDUT
    

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16. ͲͪΒͷ։ൃελΠϧ͕͍͍͔ʁ
    Which development style is better?
    ܧଓఏڙ͢ΔͳΒίʔυ։ൃ
    Code development if provided continuously
    

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17. ΞοϓάϨʔυՄೳͱ͸

    What is upgradeable?
    • ؅ཧύοέʔδͷͲͷίϯϙʔωϯτ͕Ξο
    ϓάϨʔυͰ͖Δ͔ॻ͔Ε͍ͯΔ

    Which components of the managed package can be upgraded.
    

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18. ΞοϓάϨʔυՄೳͱ͸

    What is upgradeable?
    • ؅ཧύοέʔδͷͲͷίϯϙʔωϯτ͕Ξο
    ϓάϨʔυͰ͖Δ͔ॻ͔Ε͍ͯΔ

    Which components of the managed package can be upgraded.
    ISVΨΠυΛख़ಡ͢΂͠

    Peruse ISV Guide
    

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19. ੒௕͢ΔϓϩμΫτΛ
    ։ൃ͢ΔϓϥΫςΟε
    Practices for developing a growing product
    

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20. Salesforceඪ४ը໘͸
    ࢖͏΂͖͔ʁ
    

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21. Salesforce ඪ४ϖʔδ͸࢖͏΂͖͔ʁ
    Should we use the Salesforce standard pages?
    • ΦϒδΣΫτΛఆٛ͢Ε͹ɺ

    ͙͢ʹҰཡը໘ɺৄࡉը໘͕ར༻Ͱ͖Δ

    Once the object is defined, the list page and detail page can be used immediately.
    • ϨίʔυλΠϓͰϖʔδϨΠΞ΢τΛ੾Γସ
    ͑Δ͜ͱ͕Ͱ͖Δ

    We can switch page layout by record type.
    

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22. ࢲͷճ౴
    My Answer
    Salesforceඪ४ϖʔδ͸
    ۃྗ࢖͏΂͖Ͱ͸ͳ͍
    Salesforce standard pages should not be used as much as possible.
    

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23. ࢲͷճ౴
    My Answer
    Salesforceඪ४ը໘͸ۃྗ࢖͏΂͖Ͱ͸ͳ͍

    Salesforce standard pages should not be used as much as possible.
    ͳ͔ͥʁWhy?
    ϖʔδϨΠΞ΢τ͕ΞοϓάϨʔυͰ͖ͳ͍

    Page layout is not upgradeable.
    ✕ ΞοϓάϨʔυ
    

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24. ࢲͷճ౴
    My Answer
    Salesforceඪ४ը໘͸ۃྗ࢖͏΂͖Ͱ͸ͳ͍

    Salesforce standard pages should not be used as much as possible.
    Ͳ͏͢Δ͔ʁHow to do?
    VisualforceϖʔδͳͲͷΞοϓάϨʔυ

    ՄೳͳίϯϙʔωϯτΛར༻͢Δ

    Use upgradeable components such as Visualforce pages.
    

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25. બ୒ϦετΛͲ͏࣮૷͢Δ͔ʁ

    How to implement pick-lists?
    

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26. બ୒ϦετΛͲ͏࣮૷͢Δ͔ʁ

    How to implement pick-lists?
    • બ୒ϦετܕΛར༻͢Δ

    Use picklist type
    • खܰʹ࣮૷Ͱ͖Δ

    Easy implementation
    • ߲໨஋ʹΑΔόϦσʔγϣϯ͕Ͱ͖Δ

    Validation by item value
    

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27. ࢲͷճ౴
    My Answer
    બ୒ϦετܕΛ࢖༻͠ͳ͍

    Don't use pick-list type.
    

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28. ࢲͷճ౴
    My Answer
    બ୒ϦετܕΛ࢖༻͠ͳ͍

    Don't use pick-list type.
    ͳ͔ͥʁWhy?
    ΞοϓάϨʔυ࣌ʹର৅૊৫ͷબ୒Ϧετ
    ܕͷ߲໨஋Λ௥Ճɾมߋɾ࡟আͰ͖ͳ͍
    Cannot add / change / delete pick-list type item value of target organization when
    upgrading.
    ✕ ΞοϓάϨʔυ
    

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29. ࢲͷճ౴
    My Answer
    બ୒ϦετܕΛ࢖༻͠ͳ͍

    Don't use pick-list type.
    Ͳ͏͢Δ͔ʁHow to do?
    1. ςΩετܕͱͯ͠ɺ߲໨஋͸ผ్؅ཧ͢Δ

    Holds data in text type. Item values are managed separately.
    2. ΧελϜϝλσʔλܕͷબ୒ϦετΛར༻
    ͢Δ

    Use custom metadata type pick-lists.
    3. Ϛελʔ؅ཧ͢Δ

    Master manage.
    

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30. ࢲͷճ౴
    My Answer
    બ୒ϦετܕΛ࢖༻͠ͳ͍

    Don't use pick-list type.
    Ͳ͏͢Δ͔ʁHow to do?
    ํࣜ.FUIPE
    ৄࡉ%FUBJM
    ྑ͍఺(PPE
    ѱ͍఺#BE
    બ୒Ϧετܕ
    1JDLMJTUUZQF
    બ୒ϦετܕʹσʔλΛอଘ͢Δɻ

    4BWFUIFEBUBJOBQJDLMJTUUZQF
    ߲໨஋ΛόϦσʔγϣϯͰ͖Δ

    *UFNWBMVFTDBOCFWBMJEBUFE
    ߲໨஋Λ௥Ճมߋ࡟আͰ͖ͳ͍
    *UFNWBMVFTDBO`UCFBEEFE
    DIBOHFEEFMFUFE
    ΧελϜϝλσʔλܕ
    $VTUPN.FUBEBUBUZQF
    ΧελϜϝλσʔλܕΛఆٛ͠ɺσʔ
    λΛอ࣋͢Δɻ

    %FpOFDVTUPNNFUBEBUBUZQFTBOETBWF
    UIFEBUB
    ։ൃऀ͕߲໨஋Λ௥ՃͰ͖Δ

    %FWFMPQFSDBOBEEJUFNWBMVFT
    ߲໨஋Λมߋɾ࡟আͰ͖ͳ͍

    *UFNWBMVFTDBO`UCFDIBOHFE
    EFMFUFE
    ςΩετܕ

    5FYUUZQF
    ߲໨஋͸վߦ۠੾ΓͳͲͰอ࣋ɻ
    ςΩετܕʹσʔλΛอଘ͢Δɻ

    *UFNWBMVFTBSFTUPSFEBUMJOFCSFBLT
    4BWFUIFEBUBJOUFYUUZQF
    Ϣʔβʔ͕߲໨஋Λ௥Ճɾมߋɾ
    ࡟আͰ͖Δ
    6TFSDBOBEEDIBOHFEFMFUF
    JUFNWBMVFT
    ߲໨஋ΛόϦσʔγϣϯͰ͖ͳ͍

    *UFNWBMVFTDBO`UCFWBMJEBUFE
    Ϛελʔ؅ཧ

    .BTUFS.BOBHFNFOU
    ΦϒδΣΫτΛ࡞੒͠ɺࢀরܕͰσʔ
    λΛอ࣋͢Δɻ

    $SFBUFBOPCKFDUBOEIPMEUIFEBUBJOB
    SFGFSFODFUZQF
    Ϣʔβʔ͕߲໨஋Λ௥Ճɾมߋɾ
    ࡟আͰ͖Δ
    6TFSDBOBEEDIBOHFEFMFUF
    JUFNWBMVFT
    ࢀরܕ߲໨͕ඞཁ

    3FGFSFODFJUFNSFRVJSFE
    

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31. ϨϙʔτΛͲ͏ఏڙ͢Δ͔ʁ

    How to provide reports?
    

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32. ϨϙʔτΛͲ͏ఏڙ͢Δ͔ʁ

    How to provide reports?
    • ؅ཧύοέʔδʹϨϙʔτΛؚΊͯఏڙ͢Δ

    Providing reports in managed packages
    • खܰʹఏڙͰ͖Δ

    Easy implementation
    

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33. ࢲͷճ౴
    My Answer
    ϨϙʔτΛ؅ཧύοέʔδʹ
    ؚΊͳ͍

    Don’t include reports in managed packages.
    

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34. ࢲͷճ౴
    My Answer
    ϨϙʔτΛ؅ཧύοέʔδʹؚΊͳ͍

    Don’t include reports in managed packages.
    ͳ͔ͥʁWhy?
    Ϩϙʔτ͸ΞοϓάϨʔυͰ͖ͳ͍
    Reports cannot be upgraded.
    ✕ ΞοϓάϨʔυ
    

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35. ࢲͷճ౴
    My Answer
    ϨϙʔτΛ؅ཧύοέʔδʹؚΊͳ͍

    Don’t include reports in managed packages.
    Ͳ͏͢Δ͔ʁHow to do?
    • ϨϙʔτλΠϓ͚ͩఏڙͯ͠Ϩϙʔτ͸ఏڙ
    ͠ͳ͍

    Provide only report type, not report
    • ϨϙʔτΛఏڙ͢Δ؅ཧύοέʔδΛ

    ผύοέʔδʹ෼཭͢Δ

    Isolate managed packages that provide reports.
    

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36. ·ͱΊ
    Conclusion
    

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37. ·ͱΊ
    Conclusion
    • AppExchange։ൃʹ͓͍ͯ

    ʮΞοϓάϨʔυՄೳʯ

    Ͱ͋Δ͜ͱ͕ॏཁ

    It is important to be “upgradeable” in AppExchange development.
    • ӡ༻Λ૝૾͠ͳ͕ΒɺISV ΨΠυΛख़ಡ͢Δ

    Peruse the ISV guide while imagining operations.
    

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38. Thank you
    Practices I discovered during AppExchange product development
    

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