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KernDX - Developer Documentation

Table of Contents

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  1. Before You Begin
  2. Learning Paths
  3. Fast Starts
  4. Guides
  5. API Reference
  6. Special Documents
  7. Choosing the Right Document

Before You Begin

Verify these prerequisites before starting any Fast Start guide:

  • [ ] Salesforce org access — developer or sandbox org with admin permissions
  • [ ] Salesforce DXsf CLI installed and authenticated to your org
  • [ ] KernDX deployed — KernDX managed package installed
  • [ ] API version 67.0 — org and project metadata aligned to API 67.0
  • [ ] Custom Metadata access — permission to create/edit Custom Metadata Type records

Learning Paths

Choose the path that matches your project needs:

Data Layer Path > SelectorsDMLSecurityData MaskingTest Data

Automation Path > Trigger ActionsCustom ValidationsAsync ProcessingLogging

Integration Path > Outbound APIsResilienceInbound APIsAsync ChainsFeature FlagsLogging

Testing Path > Test DataE2E Testing

Quality Path > Code ScanningLoggingE2E Testing

UI Path > LWCE2E Testing


Fast Starts

Focused, task-oriented guides for building specific implementations quickly.

Data Access

NameDescriptionKey Reference
SelectorsBuild object selectors and fluent queriesSEL_Base, QRY_Builder
DMLInsert, update, delete with Unit of WorkDML_Builder
Test DataCreate test data with builders and factoriesTST_Builder, TST_Factory

Triggers & Validation

NameDescriptionKey Reference
Trigger ActionsBuild metadata-driven trigger actionsTRG_Dispatcher, TRG_Base, IF_Trigger
Custom ValidationsBuild formula-driven validation rulesUTIL_ValidationRule, FLOW_ExecuteValidationRules

Web Services

NameDescriptionKey Reference
Outbound APIsCall external REST APIsAPI_Outbound, DTO_JsonBase, UTIL_HttpClient
Inbound APIsExpose REST endpoints for external callersAPI_Inbound, API_Dispatcher
ResilienceRetry, backoff, and circuit breaker for flaky calloutsUTIL_HttpClient, UTIL_Retry, UTIL_CircuitBreaker

Operations

NameDescriptionKey Reference
Async ProcessingAdaptive async jobs, chain orchestration with shared context, schedulingIF_Async, UTIL_AsyncChain, IF_Schedulable
LoggingApplication logging and monitoringLOG_Builder
Feature FlagsMetadata-driven feature togglesUTIL_FeatureFlag

Security

NameDescriptionKey Reference
SecuritySecure-by-default USER_MODE queries and DMLQRY_Builder, DML_Builder
Data MaskingRedact cards, secrets, and PII on records before they saveMaskingTarget__mdt, UTIL_FeatureFlag

User Interface

NameDescriptionKey Reference
LWCBuild Lightning Web Components on the ComponentBuilder base classLWC - Guide

Code Quality

NameDescriptionKey Reference
Code ScanningPMD and ESLint enforcement of framework conventions in IDE and CI/CDCode Scanning - Guide

Testing

NameDescriptionKey Reference
E2E TestingBrowser-based Playwright tests for Salesforce LightningE2E Testing - Guide

Guides

Comprehensive reference guides covering full framework capabilities, patterns, and best practices.

Core Frameworks

NameDescription
Selectors - GuideLayered query architecture, QRY_Builder, sharing enforcement, caching, pagination
Triggers - GuideMetadata-driven trigger actions, bypass mechanisms, entry criteria, recursion prevention
Validation - GuideFormula-driven validation, bypass hierarchy, shadow mode, Flow integration
DML - GuideUnit of Work, bulk DML, sharing enforcement, CRUD/FLS, data purge
Async Processing - GuideAdaptive async processing, chain orchestration with shared context, ApiStep web service bridge, Chain Monitor UI, scheduling
Web Services - GuideOutbound/inbound REST, named credentials, retry logic, Flow integration
Resilience - GuideRetry strategies, exponential/linear backoff, jitter, circuit breaker states, declarative resilience on registered handlers
Logging - GuideApplication logging, async log publishing, log filtering, monitoring
Feature Flags - GuideMetadata-driven flags, targeting strategies, custom strategy handlers, Apex/Flow/LWC checks

Data & Security

NameDescription
Data Masking - GuideWrite-time field redaction, masking rules and targets, the Data Masking Advisor
DTOs - GuideJSON serialization, SObject transformation, populate/transform patterns, JsonPath
Security - GuideCRUD/FLS enforcement, sharing control, encryption
Objects & Metadata - GuideCustom objects, platform events, and custom metadata types included in the package

UI

NameDescription
LWC - GuideComponentBuilder pattern, utility modules, pre-built components, Jest testing

Utilities

NameDescription
Utilities - GuideString, date, number, collection utilities, type resolution, random data, feature flags, indexing

Code Quality

NameDescription
Code Scanning - GuidePMD rulesets, ESLint plugin, naming validators, CI/CD integration, phased adoption

Testing

NameDescription
Test Data - GuideTST_Builder, TST_Mock, TST_Factory — auto-population, bulk creation, relationships, DML-free query mocking
E2E Testing - GuidePlaywright E2E testing for Salesforce — authentication, helpers, page objects, CI/CD

API Reference

Auto-generated API reference documentation for all Apex classes, custom objects, platform events, and custom metadata types.

API Reference Index

CategoryLink
Apex ClassesBrowse
Custom ObjectsBrowse
Platform EventsBrowse
Custom Metadata TypesBrowse

Special Documents

DocumentDescription
AI Agent InstructionsComplete framework reference for AI agents, repackaging with custom namespace, subscriber setup
Code Conventions - GuideCanonical Apex/LWC/JS coding conventions — naming, formatting, ApexDoc, anti-patterns
InstallationSubscriber org configuration, post-install steps, health check verification

Strategic Guide (9 documents)

DocumentDescription
OverviewExecutive tear sheet, key findings, recommendations, navigation hub
Architecture & PhilosophyDesign principles, capabilities, Well-Architected + Security Benchmark for Salesforce alignment
AdoptionEnterprise delivery, TCO model, decision matrices, build-vs-buy economics
Choosing a FrameworkCapability-by-capability comparison against the established Apex frameworks, pick-by-capability guidance, head-to-head trade-offs
OperationsDay-2 ownership, packaging, exit strategy, observability
RisksRisk register and mitigations for adoption decisions
PersonasStakeholder-specific decision views (CTO, architect, developer, PM, ISV)
GlossaryTerm definitions with links to relevant sections
MetricsCanonical framework metrics — class counts, test coverage, metadata totals

Choosing the Right Document

I want to...Start with
Learn KernDX for the first timeLearning Paths
Build a selector or query dataFast Start - Selectors
Build a trigger actionFast Start - Trigger Actions
Build a validation ruleFast Start - Custom Validations
Insert, update, or delete recordsFast Start - DML
Call an external APIFast Start - Outbound APIs
Make a simple ad-hoc HTTP callUTIL_HttpClient
Expose a REST endpointFast Start - Inbound APIs
Create test dataFast Start - Test Data
Process large data sets asynchronouslyFast Start - Async Processing
Orchestrate multi-step async workflowsAsync Processing - Guide (Chain Orchestration section)
Chain outbound API calls in sequenceAsync Processing - Guide (ApiStep section)
Add logging to my codeFast Start - Logging
Toggle features on and offFast Start - Feature Flags
Make a flaky callout resilient (retry, circuit breaker)Fast Start - Resilience
Enforce CRUD/FLS on every read and write (USER_MODE)Fast Start - Security
Build my first Lightning Web ComponentFast Start - LWC
Understand full query architectureSelectors - Guide
Understand full trigger frameworkTriggers - Guide
Transform data between formats (DTOs)DTOs - Guide
Enforce CRUD/FLS or encrypt dataSecurity - Guide
Control record-level sharing at runtimeSecurity - Guide
Redact sensitive data before it is storedFast Start - Data Masking
Configure the data masking framework and AdvisorData Masking - Guide
Build Lightning Web ComponentsLWC - Guide
Use string, date, number, or collection utilitiesUtilities - Guide
Evaluate KernDX vs fflib trade-offsChoosing a Framework
Set up KernDX in a subscriber orgInstallation
Configure AI-assisted KernDX developmentAI Agent Instructions
Write browser-based E2E testsFast Start - E2E Testing
Enforce framework conventions in CI/CDFast Start - Code Scanning
Build custom PMD rules or adopt scanning incrementallyCode Scanning - Guide
Design a comprehensive E2E test strategyE2E Testing - Guide
Look up a specific class APIAPI Reference