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Building Applications with Force.com (DEV401)

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Detailed Course Outline

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 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 pagesstandard controllers.
  • Find out when Force.com code is required for creating custom controllers or extensions
 

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