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Showing posts from January, 2016

Data Modelling :Creating custom object and fields

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself. Best Practices for Custom Objects and Fields Unique naming: Make object and field names and labels concise, specific, and descriptive. And very importantly, unique. For example, if your recruiting app’s Position object has a field named Skill Set, use something like Candidate Skill Set on the Candidate object to describe applicants’ skills. Thoughtful architecture : When adding fields to an object, what’s the cleanest and most efficient way to capture data? For example, instead of a long list of checkboxes to track the regions that currently have a particular position open, use a picklist. Default field values : Don’t assign default values to fields that are both required and unique, as this can cause uniqueness errors. Careful renaming : If you’ve renamed objects or fields, check that these items reflect the new names: List view names Standard report names

Data Modelling :Understanding Standard and Custom Object

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself. In relational database such Oracle,MySql we use table to store data but in Salesforce we use object.Here the summary of term that use in relational database and the term that we use in Salesforce. Relational Database Salesforce Table Object Column Field Row Record Standard Object - objects included by Salesforce by default such as Account,Opportunity,Leads. Custom Object -object that created by user/developer to support the need of organization. Fields and Relationships Identitiy - ID automatically assigned by Force.com.Usually 15 case sensitive characters.It is unique. System Fields Default read only field created by Force.com upon object created such as CreatedDate,CreatedBy,LastModifiedDate etc. Name field required but not unique, depend on how we want to identify the record. Custom

Salesforce Platform Basic: Developing an AppExchange Strategy

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself. AppExchange Strategy is best practice before planning to install an apps. Steps to apply the strategy: Identify the departments using Salesforce (either now or in the future). These are your primary stakeholders for AppExchange app installations. Research AppExchange apps for the business cases provided by your stakeholders. Interview your stakeholders thoroughly to gather the requirements needed to select and evaluate the apps. Some good questions to ask include: What business problem are you trying to solve? What are your main pain points at present? How many users? What is your budget? What is your timeline? Download apps into a sandbox or Developer Edition org for preview and testing. An important step is to ensure that the app you’re installing doesn’t interfere with any customizations you’ve done or other apps you’ve already installed. This is

Salesforce Platform Basic: Discovering Use Cases for the Platform

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself. Identify use cases with lowest risk and effort first. Tips to identify use cases Look for processes such: Reliance on spreadsheets. Collaboration via email Documents shared on local file directories Time-intensive, manual steps Impact to a few departments maximum (keep the minimum when get started) Some samples provided: Source: Discovering Use Cases for the Platform

Salesforce Platform Basic: Navigation Setup

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself. # Item What it is and why you shouldn’t miss it 1 Company Information At-a-glance view of your org overall Find your org ID See your licenses in use and how many you have available Monitor important limits, including  API requests, data usage, and file usage 2 Users Reset passwords Manage user licenses, profiles, and permission sets Create new users and deactivate or freeze existing users 3 Profiles & Permission Sets Assign permissions for your overall org View standard profiles and permission sets, and create your own custom ones as needed 4 View Setup Audit Trail 6 months of history on changes made to your org Date, time, and user stamped on who made the change Although not all changes are tracked, this is an essential tool for troubleshooting issues and finding root cause 5 Login History 6 months of history on who logged into your o

Salesforce Platform Basic: Understand the Salesforce Architecture

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself. Architecture Basic Trusted Multitenant Cloud Able to deliver Software as Services Seamless upgrade 3 times a year Scalable,Metadata platform  Meta data is data about data. Metadata driven architecture means everything schema,code,configuration are specified in metadata. Fast App development and customization Because it use metadata,so it is quicker. Largest Enterprise Ecosystem. Complete CRM Support sales,service,analytics,marketing,community and apps needs. API(Application Programming Interface) A contract between two pieces of software, allowing them to connect to each other and exchange information Provided with powerful API. Source: Understand the Salesforce Architecture

Salesforce Platform Basic: Getting started with Platform

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself. What the platform is? Platform is where customer can use SFDC technologies to build apps.Platform enable customer to customize standard functionality or build an app from the scratch. Customer/Developer able to SFDC platform functionality: Manage internal project requests Custom objects for managing projects Add custom fields to capture important data Custom fields for standard and custom objects Set up automatic email alerts Processes with email alert actions Build a custom internal app Lightning Components and Lightning App Builder for creating an employee app Build a custom customer-facing app Heroku for creating a customer-facing app Explain the differences between declarative and programmatic development. Declarative Point-and-click functionality in Salesforce.No code required,just configuration. Declarative User Interface Create forms an