Best practices
Habits that keep TechAppForce applications easy to change.
- Build in Development, release forward. Change definitions in Development and move them to QA and Production with releases.
- Filter platform tables by name, not id. Ids differ between tenants and environments. Saved queries should filter statuses by name.
- Reuse platform entities. Use the platform's person, contact and location entities through lookups rather than adding copies of the same columns.
- Check scripts before publishing. A validation hook that does not compile blocks every save on its entity.
- Keep hooks small and fast. They run on every matching operation.
- Grant the smallest scope that works. Start from None or Own and widen deliberately.
- Treat custom code as your own code. Review it like any other code your team ships; it runs inside the platform's services.
- Read back asynchronous writes. A 202 response means the write was accepted, not that it is visible yet.