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Salesforce Platform Developer II Certification

Salesforce Platform Developer II

If you are taking up the Salesforce Platform Developer II certification, then you should be aware of the new system under which you will be getting this credential.

  1. You need to complete the below 4 Superbadges in Salesforce Trailhead
    1. Apex Specialist
    2. Data Integration Specialist
    3. Lightning Component Framework Specialist
    4. Advanced Apex Specialist
  2. You have to register for the Platform Developer II Multiple choice exam in Webassessor and pass the exam
  3. Once you have completed all the 4 superbadges, you will receive an email from Salesforce Trailhead team with the instructions to link your Trailhead and Webassessor accounts (Note – it might take upto a week for you to get this email after you completed all the 4 superbadges)
  4. Following the instructions, You have to Link your Trailhead and Webassessor profiles and verify your profiles.
  5. After you have completed
    1. all 4 superbadges thru Trailhead,
    2. passed the exam thru Webassessor and
    3. linked your Trailhead and Webassessor profiles,
  6. Salesforce will then award you the Platform Developer II credential. Note again – this might take upto a week once you have completed both 1 and 2 and linked and verified both your Trailhead and Webassessor profiles
  7. Here’s the reference from Salesforce Certification Knowledge Base about the overall process and a quick screen shot of the instructions

Screen Shot 2017-12-28 at 11.04.19 pm.png

The Salesforce Certified Platform Developer II certification validates the below skills,experience,and knowledge:

  • Understands the principles and best practices of Salesforce data modeling, interfacedesign, code development, and testing, and can apply these principles in real-world development environments.
  • Is capable of defining appropriate solutions to meet specific business
    challenges/process requirements to extend/customize the platform by applying knowledge of declarative and programmatic features of the Force.com platform.
  • Is competent developing Apex code that will scale to large data sets; has a good understanding of platform behaviors, limits, and performance considerations.
  • Can build custom user interfaces to display and interact with Salesforce data using the Lightning Component Framework, advanced Visualforce, CSS, and JavaScript.
  • Is competent tuning Visualforce pages and understands performance implications of the controller design.
  • Understands and applies best practices for general web and Salesforce-specific security concerns.
  • Can design and implement complex sharing models using declarative and programmatic methods.
  • Can design and implement a test plan that ensures adequate quality (e.g., code coverage, application behaviors, scalability, environment independence, security)across application components.
  • Can deploy custom applications, has a broad understanding of the Force.com development lifecycle, and understands deployment tools and knows when to apply each tool.
  • Understands and uses Apex SOAP and REST web services and how to call out from Apex using SOAP and REST.
  • Understands and uses asynchronous programming – queueable, batchable,schedulable, @future, etc.
  • Understands and applies appropriate techniques for error and exception handling in various programmatic contexts.
  • Implements best practices for trigger development and design patterns, other business logic development, and reuse.
  • Knows how to surface Lightning Components on a Lightning page and with Quick Actions.

“We @ Techforce Services are specialized in Salesforce Development – Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization”.

Talk to us to know how we can Simplify your Salesforce journey.

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Salesforce Advanced Apex Specialist – Trailhead Superbadge

Salesforce Advanced Apex Specialist - Trailhead Superbadge

Continuing my quest with trailhead #SeizetheTrail , the last one in my list is the Salesforce  Advanced Apex Specialist Trailhead Superbadge ..  I started working on this superbadge and this post is to document some of the findings / tips / gotchas as I progress thru this one..
Step 1

  • make sure you create the Custom metadata records with the exact same names given (that matches the product families)
  • in the constants apex class, declare all the properties as public static

Step 2

  • OrderTrigger needs to handle only after update event
  • OrderTrigger should use the Orderhelper internally for the rollup
  • Don’t forget to remove the “with sharing” from the orderHelper class

Step 3

  • Override the Add and New button under Product object to use the visualforce page
  • Product2New visualforce page
    • in the pageblock table columns, use the field labels as headers using $ObjectType
    • update the column values to use the productRecord fields inside the productwrapper
    • use apex:chart to display the horizantal bar chart in a separate pageblock above the table
    • reRender the required components from the Save and Add buttons
  • Product2Extension apex class
    • Make the Controller class “Without Sharing”
    • add the inner class ProductWrapper
    • replace the list of products with list of productwrapper
    • use Savepoint in the Save method
    • iterate thru the productWrapper and extract the products and pricebookentries and insert them separately
    • use try catch block and do a rollback if there are any errors
  • ChartHelper apex class
    • Make the ContChartHelperroller class “Without Sharing
    • move the chart data initialisation logic to Chart Helper class
    • make the GetInventory method @AuraEnabled

Step 4
This is probably the simplest of all the steps.. update theTestDataFactory class to handle the key requirements given..

  • Make sure all the methods in the TestDataFactory class are Public Static and the class is marked “with sharing”
  • all the construct methods should create the mentioned objects with the required fields and unique names and return the records without inserting them
  • use the Insert method to call all the construct methods and then insert the records returned from those methods.

Step 5

  • Update the VerifyQuantityOrdered method in TestDataFactory with a System.Assert to compare the Quantity Ordered between the Updated product and the original product plus the incoming quantity
  • run both OrderTests and Product2Extension_UnitTest and make sure both the test classes are passing  and the classes they are intended to cover has more than 75% coverage

Step 6

  • Don’t forget to create the chatter group “Inventory Announcements” .. mark it public and tick the disable auto archive checkbox and use the description text given
  • update the product trigger to handle only after update and use the product helper class to handle the after update logic
  • update the product helper class AfterUpdate method to use the postAlerts method which in turn will be using the AnnouncementQueueable class to process the chatter group notification
  • AnnouncementQueueable is a Queueable class and uses ConnectApi to post the announcement

Step 7

  • Override the New and Edit buttons under the Order object to use the OrderEdit visualforce page

Step 8

This was my last superbadge and by completing this Advanced Apex Specialist Superbadge , I’m now eligible for Platform Developer II certificate provided I clear the multiple choice exam.. 🙂
Good luck to you all if you are working on this superbadge or preparing for the Salesforce Platform Developer II certification.

“We @ Techforce Services are specialized in Salesforce Development – Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization”.

Talk to us to know how we can Simplify your Salesforce journey.

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Salesforce to Salesforce Integration using Named Credentials

We recently had a integration project where we got an opportunity to use “Name Credentials” for one of our clients, to integrate two Salesforce instances. We found it very easy and useful to configure, maintain and implement using Named Credentials to connect two Salesforce orgs. We believe it will be useful for you all and so here we are sharing some of the key features and high level steps to configure “Named Credentials”.   Following are benefits of using Named Credentials:
  • A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition.
  • You can skip remote site settings, which are otherwise required for callouts to external sites, for the site defined in the named credential.
  • Using Named Credential, we can make call out to external system without supplying username or Password in the code.
  • By separating the endpoint URL and authentication from the callout definition, named credentials make callouts easier to maintain. For example, if an endpoint URL changes, you update only the named credential. All callouts that reference the named credential simply continue to work.
  • It supports two types of authentication protocols for now : Basic Authentication(Password authentication) or OAuth
To reference a named credential from a callout definition, use the named credential URL. For example: callout:My_Named_Credential/some_path. Following are the steps to connect with external system using “Named Credential”:
  1. Create Connected App
  2. Create Authorization Provider
  3. Define Named Credential
  4. Use Apex to connect in 5 lines of code
 
  1. Create Connected App:
  • Navigate to “Setup | Build | Create | Apps | Connected Apps” and click on New
  • Provide all necessary information
  • In “Callback URL” enter the temporary Salesforce URL. We will comeback again on this step later to provide Callback URL
  • Check “Enable OAuth Settings” checkbox to use OAuth
  • Select the scope
  • Save
“Consumer Key” and “Consumer Secret” will be provided once you save this. We need this information  on the next step. Screen_Shot_1  
  1. Create Authorization Provider:
  • Navigate to “Setup | Administer | Security Controls | Auth. Providers | Create New”.
  • Select “Salesforce” as Provider Type
  • Provide “Consumer Key” and “Consumer Secret” from the previous step
  • In “Default Scope” enter the value as “refresh_token full”. “refresh_token” and “full” should be separated by space
  • Finally Save
Once you save, it will provide you the set of URLs in “Salesforce Configuration” section on the same page. Copy “Callback URL” and edit Connected App we created in previous step and set this URL as Callback URL. Screen_Shot_2
  1. Define Named Credentials:
  • Navigate to “Setup | Administer | Security Controls | Named Credentials | New Named Credential “.
  • Provide the name (label)
  • In URL, provide URL of Salesforce instance where we want to Connect
  • Select “Named Principal” as Identity Type
  • In our example select “Authentication Protocol” as OAuth 2.0
  • Select the “Auth Provider” created in previous step
  • In scope, enter the value as “refresh_token full”
  • Check “Start Authentication Flow on Save” (this is important)
  • Save
After clicking on “Save” new page will open to authenticate Salesforce Org using OAuth2 connected App. Login using the credentials of the salesforce instance that you want to connect to.  If authentication is success, you can see message like “Authenticated as <Salesforce Username>”. Screen_Shot_3
  1. Use Apex code to connect:
          Use the lines similar to the below in your Apex code.             HttpRequest req = new HttpRequest();            req.setEndpoint('callout:My_Named_Credentials/services/some_path');            req.setMethod('GET');           Http http = new Http();           HTTPResponse resp = http.send(req); [Note: Perform the first 3 steps in both the Salesforce orgs to be integrated.]
"We @ Techforce Services are specialized in Salesforce Development - Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization".
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Salesforce Lightning Experience Rollout Trailhead Superbadge

I recently completed the Lightning Experience (LEX) Rollout superbadge. Being a trialhead addict/advocate and keeping  in mind the way it encourages us to learn the platform by practically solving the business use cases,I'm not going to give the complete solution here.. but I wanted to share some of the tricky ones I noticed.. hope this helps you to complete the superbadge Step 1
  • Run the Lightning Experience Readiness report and Salesforce Optimizer report
  • Act on the critical action from the report - Document to Files
  • Create the 2 different permission sets and assign it to the 2 users.
Step 2
  • The quiz was simple.. no surprises
Step 3
  • If you haven't done the Documents to Files in Step 1, do it here
  • Update the Accounts Tab visualforce page to Lightning using SLDS
Step 4
  • Create 2 Compact Layouts, 2 record types,
  • assign the record types to the 2 profiles of the users we have
  • assign the compact layouts to the record types
Step 5
  • Again, the quiz was simple.. no surprises but jus couple of places where I had to pause and think
    • Lookup Filter --> Lookup Search in LEX
    • Work.com High Risk in LEX
Step 6
  • After you create the group, customise the group record page (click edit page from setup wheel while on the group page) and use App builder to add the required components to the group page (Recommendations and Trending Topics)
Step 7 -
  • Opportunity Pipeline Report
    • Select the Report Type as Opportunities
    • In the Filters section, Select Show : All Opportunities, Date Field: Closed Date, All Time, and Click Ok (No Other Filters required)
    • Change the report format to Summary and Group by - Stage, Probability and Type and Summarise the Amount field
  • Scheduling Opportunity Pipeline Report - If Mon 8am is not available in the preferred time dropdown when scheduling the report in classic, then use the Subscribe option in lightning
  • Sales Operations dashboard - Keep only the 3 components in the requirement and use the right grouping and all the 3 components should use Sum of Amount
  • Useful discussion in this thread
Step 8 -
  • Create the 2 custom fields - Question & Answer
  • Create the 3 record types, page layouts in the knowledge object
  • Add the Record Type and the 2 custom fields to all the 3 page layouts
  • Create the Lightning Knowledge app
  • Remember to add the History component to the Utility Bar in the Lightning Knowledge App
  • Create the Org Home Lightning Home page and add to the Lightning Knowledge app
Step 9 -
  • easiest of the 3 quizes ...
Step 10 -
  • Create the Destination success lightning component with  a link to the url used by the custom link. make sure the url opens in a new tab. add the component to the Sales app home page.
  • Create the Campaign Influence Lightning report - make sure you add in the filters Campaign Name equals blank and Campaign Id equals blank
  • Update the two custom links mentioned as risks in the readiness report
    • Create a Lightning action UpsellCrosssellOpportunity under Case and link the action to open the CreateOppty lightning component
    • Create a detail page link under Campaign that opens the report we created before. make sure you use a relative url to open the report and also pass in the campaign Id to the report.
Checkout my trailhead profile here - Vamsi Gosu Also, if you are interested in trailhead and getting addicted with it like me and earning badges crazily, get yourself added to the unofficial leaderboard here 
"We @ Techforce Services are specialized in Salesforce Development - Apex, Visualforce and Lightning, API Integrations. We also cover Salesforce Setup, Implementation & Customization".