Trailblazer Time #001: How to Master the Salesforce Order of Execution

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Excited about the topic? Read the in-depth article on sebastientang.com

In this newsletter, I will explain how to understand the Salesforce order of execution, a crucial concept for administrators and developers working with Salesforce.

Understanding the Salesforce order of execution enables you to design and implement solutions that ensure data integrity, maintain compliance, and maximize efficiency. It's the key to unlocking the full potential of Salesforce, allowing you to optimize your code and enhance your overall experience.

Unfortunately... many people struggle to grasp this concept. The intricate sequence of triggers, workflows, validation rules, and more can be overwhelming, leading to confusion and mistakes.

Why So Many Struggle with the Order of Execution

Reason #1: Lack of clear understanding of the different phases and their respective processes.

Reason #2: Mismanagement of dependencies between various processes and actions.

Reason #3: Hitting governor limits due to inefficient code and process design.

Reason #4: Difficulty troubleshooting issues related to the order of execution.

But don't lose hope! I will explain how you can overcome all these problems and master the Salesforce order of execution.

Here's how step by step:

Step 1: Learn the Basics of the Order of Execution. Understanding the Salesforce order of execution is vital. It consists of several phases, each serving a specific purpose in data processing and action execution flow. For example, the first phase is Loading and Initialization, where original records are loaded or initialized for upsert operations. Familiarize yourself with each phase to gain a solid grasp of how Salesforce handles your data.

Step 2: Avoid Common Pitfalls and Challenges Many go wrong by ignoring common challenges and pitfalls in the order of execution. For instance, exceeding Salesforce's governor limits can result in performance issues or transaction failures. By proactively addressing these challenges, such as designing processes to avoid hitting these limits, you can ensure a smooth Salesforce experience.

Step 3: Utilize Tools and Best Practices. There's light at the end of the tunnel! You can troubleshoot and resolve issues efficiently using tools like Debug Logs, Developer Console, and Apex Interactive Debugger. Implementing best practices, such as minimizing the number of workflows and using selective SOQL queries, will enhance the performance and efficiency of your Salesforce application.

Understanding the Salesforce Order of Execution is just the beginning of mastering the intricate world of Salesforce. By following these steps, you can unlock the full potential of Salesforce, optimize your code, and enhance your overall experience.

If you've found this guide helpful, continue reading my in-depth article about the Salesforce Order of Execution to equip yourself with more knowledge and strategies for a successful Salesforce journey. Read the full article →

Whenever you're ready, there are 2 ways I can help you:

1. A Salesforce project ongoing or to come? I can consult or help as a project manager for your project. With my extensive experience in delivering Salesforce solutions across various continents, I can guide your project to success.

2. Planning a Salesforce career? I can mentor you on the path to success. Whether you're just starting or looking to advance your career, my insights and guidance can help you navigate the complex world of Salesforce and achieve your professional goals.