Course Content
Designing Applications on Force.com
- Data Model and Navigation
- Help & Training
- Learn about factors to consider when building a data model
- Develop custom objects and fields, encrypted fields, field help,field history tracking
- Use master-detail, lookup, and many-to-many relationships
- Create a user interface for custom applications using the custom object tab, page layout, and customization options
- Set field attributes on the page layout
- Use custom object queues and event-based workflow rules with field update actions
- Develop custom formulas and validation rules
Designing Applications for Multiple Users
- Learn about factors to consider when designing applications for multiple users
- Create profiles, understand what a profile controls (including data access),and customize profiles to manage the user experience
- Create and customize permission sets to manage the user experience
- Customize the user experience with record types and page layouts
- Control access to records
- Employ organization-wide defaults (OWDs), sharing rules and levels, roles, public groups, and manual share
- Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
- Apply OWDs, public groups, and manual sharing to create conditional access to data
- Analyze suitability of field-level security, page layouts, and record types to satisfy business requirements
Implementing Business Processes
- Use the VLOOKUP, REGEX, ISCHANGED, ISNEW, and PRIORVALUE functions to build business processes
- Use validation rules to enforce conditional required behavior
- Use functions to enforce data format and data consistency
- Implement multi-step approval workflows and escalations to automate business processes
- Create parallel approval processes and approval processes with dynamic approval routing
- Use outbound messages as part of an approval process
- Establish approval process criteria with cross-object formulas
- Set up field history tracking to audit processes
- Learn techniques to prevent or record data changes
Managing Data
- Learn when and how to use upsert
- Use data management tools and the capabilities of API-based tools.
- Use the Force.com data loader to create mapping files and to upsert data
Force.com Pages
- Learn about the capabilities of Force.com pages
- Incorporate Force.com pages into Salesforce CRM
- Construct expression bindings and incorporate Salesforce CRM into Force.com pages with components
- Use Force.com pages components to create page layouts, input forms, output tables, custom components, and more
- Create partial page refreshes on JavaScript events
- Learn about the functionality that comes with Force.com pages standard controllers
- Find out when Force.com code is required for creating custom controllers or extensions
