Plan Ahead and Make Use of Existing Standard Features
Before you start, understand the scope of your customization to choose the right technology for your business goal. Before building your customization:
-
Consider whether the new customization solution is required, nice to have, or can be implemented in a future release.
-
Write a roll-out plan and conduct an impact analysis before implementing your solution. Make sure you understand what existing business processes, scripts, workflows and other customizations will be affected.
-
Write flexible solutions that consider performance and scalability.
-
After your plan is ready, prototype in a sandbox account to avoid potential problems with your production account.
-
Think about existing standard features you can use instead of building a customization. For example, you can use Mail Merge to send and attach an email message in a custom record rather than building a new customization. Or you can set the default tax code for line items using existing standard features instead of scripting a solution. To set the default tax code, use the Default Tax Code field in Setup > Accounting > Set Up Taxes. For more information, see Working with Mail Merge and Set Up Taxes.
Consider using Suite Script for more complex customizations. For more information, see What You Can Do with the SuiteScript API.