Making your managed package extensible with Apex Plugins

Making your managed package
extensible with Apex Plugins

Stephen Willcock, FinancialForce.com, Director of Product Innovation
@stephenwillcock

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Stephen Willcock
Director, Product Innovation
@stephenwillcock

What is an Apex Plugin?

An Apex plugin for a managed package is an external class that is
called from within the package

The package has no dependency on the class, which is
instantiated dynamically by runtime configuration

Why use a Plugin?

Plugins allow changes to the execution of packaged Apex
processes
Managed Package
Runtime Configuration:
Opportunity Adjuster Use “CustomAdjuster” for
Use “CustomAdjuster” for
Adjusting Opportunities

CustomAdjuster plugin
Call the plugin

Where to use a Plugin?
 Visualforce UIs
 Triggers
 @RemoteAction methods
 Apex APIs
 Batch Apex
 Generic plugins for common calculations
 “Apex Validation Rules”
 “Apex Workflow Rules”

Example use case

Application for adjusting Opportunity values
Visualforce UI
Customizable adjustment and validation

Implementation
Managed Package

public class AdjustOpportunityController

global class Plugin Runtime Configuration:
public static IAdjustOpportunities Adjusting Opportunities
getInstanceIAdjustOpportunities()

global class CustomAdjuster
global interface IAdjustOpportunities implements IAdjustOpportunities

Implementation global class Plugin
Packaged
Code

global interface IAdjustOpportunities
{
void adjust(Opportunity opportunity,
List<OpportunityLineItem> lineItems,
Decimal proportion);
}

Packaged
Code

Packaged
Code

public static Plugin.IAdjustOpportunities
getInstanceIAdjustOpportunities()
{
Object result = getInstance
('IAdjustOpportunities');
return (Plugin.IAdjustOpportunities)
(result == null
? new DefaultAdjustOpportunities()
: result);
}

Packaged
Code

// do the adjustment here...

for(OpportunityLineItem item : opportunityLineItems)
item.UnitPrice = item.UnitPrice +
(item.UnitPrice * adjustmentProportion);

opportunity.Amount = opportunity.Amount +
(opportunity.Amount * adjustmentProportion);

Implementation public with sharing class
Packaged
AdjustOpportunityController Code

void adjust()
{
Plugin.IAdjustOpportunities adjuster =
Plugin.getInstanceIAdjustOpportunities();

adjuster.adjust(getOpportunity(),
getOpportunityLines(),
getAdjustmentProportion());
}

Plugin
Implementation global class CustomAdjuster Code

Configuration options

Manual custom settings
Discovery by name pattern
Assisted custom settings

Considerations

Consider the lifecycle / context of a plugin instance
 Triggers: bulk usage / before and after triggers
 Instantiation within a loop / discarding instances
 Visualforce viewstate

Interface granularity
Extend or override?
Only default plugin constructors are used
Versioning of global interfaces by name

Unplug

Resources
 Sample code and package installation URL available from
https://github.com/financialforcedev/df12-apex-plugins
 Martin Fowler, Patterns of Enterprise Application Architecture:
• Plugin http://martinfowler.com/eaaCatalog/plugin.html
• Separated Interface http://martinfowler.com/eaaCatalog/separatedInterface.html
 @stephenwillcock

Questions?

Making your managed package extensible with Apex Plugins

Making your managed package extensible with Apex Plugins

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Editor's Notes