force.com index

8/10/2019 Force.com Index

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Cloud computing defenition

Types of cloud computing

Cloud computing model of force.com

a)Multi-tenant architecture

b)Automatic upgrades

c)Subscription model

d)scalability e)Upgrades and maintenance

Understanding Force.com model

Force.com platform:

it includes sales cloud, service cloud and chatter

Model View Controller architecture:

Key Technology behind the force.com platform

Multi-tenant kernel

force.com metadata:

metadata is defined in XML

force.com webservice API :

used to access metadata stored on force.com through programmatically

APEX and Visualforce

Appexchange

Force.com Sites

Force.com development Force.com metadata

Connection to the database is done by salesforce metadata API

Online page editor and eclipse Force.com IDE

sandbox

a)Configuration-only sandbox

b)Developer sandbox

c)Full copy sandbox

Force.com application types

a)Content-centric applications

b)Transaction centric applications

c)Process centric applications

d)Data centric applications

Developing on the Force.com platform

a)declarative development -> developing application using using point and click

without code

b)programmatic development ->developing application using code


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Model-->(metadata,salesforce objects)

View Controller View--->(tabs,forms and visualforce pages)

Controller-->(workflows,Apex triggers,Apex controllers)

Model


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2Creating database on force.com

Types of objects on force.com object is the database table

a)standard object

They come packed with some standard properties

and functions related to CRM

b)custom object

By default, custom objects are given maximum

features of the standard objects and can be

customized completely.

Force.com data types: default fieldscreated by, last modified by,owner,created

date,modified date

custom fields of object

Text fields Text(max 255 char,single line)

pickliststhese are predefined text fields

dependent picklist

dependent picklist is a picklist whose values are

filtered by another controlling picklist

currency field

Phone,email

URL,checkbox

Required field universally required fields are :

unique field

extrenal IDonly text,number,email can make as external id

encrypted field

cannot be unique or external

Relationship

Lookup links object to another object

master detail type of parent child relationship betwn objects

an object can have 2 master object

video

title

year

Library management sysetm


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book

ISBN no


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It is a container to store data on Force.com

standard objects are less customizable.

Text area(max 255 char,multiple lines) Long Text area(max 32000 char,multiple lines)

Picklists are rendered as drop-down picklists on

the UI, but it is stored as text in the database

currency,date,date/time,email,number, master detail relationship,percent,phone,text,text area

an object can have 3 external id fields

cannot have default values

Encrypted fields are not indexed and hence not searchable

loosely coupled relationships

more tightly coupled

media


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location

status


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Rich Text area

They are not available in filters such as

reports, list views, and roll-up summary

fields.

customer

name

address book penalty

phone number customer name

Dob penalty fee


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User Interface:

Application

Custom tabs

a)Custom object tabs b)Web tabs

c)Visualforce tabs

Page layouts a)List view /tab view

b)Detail view

c)Edit view

Page layout editor:

section and blankspaces

Adding a section

Blank Space

Custom buttons and links

a)detail page link

b)detail page buttons

c)List view button

Mini page layout

Visualforce

Visualforce content

Key components of

Visualforce

pages

controllers

a)standard controllers


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b)custom controllers

c)controller extensions

d)standard list controller

Data binding in Visualforce

Using the Visualforce pages

in t organization

Buttons and links:

Page layouts

Visualforce tags

Binding tags with data andApex

Data bindings

Action bindings

layout components

:

StandardController or

Controller or Extensions

Title:

Action:

Sidebar:ShowHeader:

RenderAs:

:

:

:

:

Other layout components


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apex:toolbar>

:

Standard Salesforce compon

:

Data components

:

:

Output components

:

Input components

:

:

:

:

AJAX components


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An application or an app is a collection of tabs and objects used together to form a

business process

A custom tab is used to display object data or other contents embedded in the

application

We cannot create tabs for standard objects

Page layouts are needed to display the data collected in the system

The list view of objects is the first view a user sees

detail view shows the detail of a single record

The edit view also focuses on the single record, but this provides input fields to

enter and modify the records.

The page layout editor is used in the organization of the Fields, Custom S-

Controls,and Related Lists on a detail page layout.

A section is a logical grouping of fields on a page

A blank space can be added to align the fields properly in the section

Mini Page Layout contains a subset of the items in an existing page layout.

Visualforce is a markup language that uses syntax similar to HTML and XML, to

easily create rich-interfaces.

Visualforce uses XML-like syntax at the front-end to design pages and APEX as a

back-end to implement business logic.

Visualforce page can be a combination of Visualforce tags, HTML, and JavaScript.

We can create a Visualforce page up to 15 Mb

They provide standard functions such as save, delete and create records.

Standard controllers are added to a Visualforce page using the following syntax:


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Custom controllers are written in Apex code and are used when we need to write

functionality other than the standard functionality

Controller extensions give the benefit of standard controllers as well as custom

controllers.

To create a standard list controller we add the attribute recordSetVar to the

header.

Context variables are shown using a prefix $ before them. For example, the login

user username can be referred to as:

{!$User.username}

{!$User.firstName}


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nts

In AJAX format, instead of sending the complete page to the server, a partial page is

sent and the response is modified on the page immediately without refreshing it.


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Visualforce related useful link(full list

of standard comps)


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http://www.salesforce.com/us/developer/docs/pages/index_Left.htm#CSHID=pages_compref.htm
http://www.salesforce.com/us/developer/docs/pages/index_Left.htmhttp://www.salesforce.com/us/developer/docs/pages/index_Left.htm


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The basic rules of implementing

business logic

Rule syntax

a)Validation rules

b)workflow Rule

c)Approval process entry rules

Components of rule syntax

Validation rule:

Validation rules are attached to fields

Examples of validation Rules

Formula fields:

formula is similar to a spread sheet

formula field that is executed at run timecalculates the number of days after the

due date is over (assuming, we have all

the fields in media object)

calculating the return date

Cross object formula fields

calculating penalty

Rollup summary fields

Roll-up summary fields are used to

aggregate child information on the

master object

creating field on the master object is

done by rollup summary fields

Using workflows to automate business

processes

sending e-mail to members

Rule Name:Send Email to the user

Not(ISBLANK(Return_Date_c))

Workflow Actions:

a)Task

b)Email alert

c)Field update

d)Outbound message

Time dependent workflow


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The time-dependent workflow cannot be

used if the Evaluation Criteria is set to

Every time a record is created or updated

Blacklistimg the member

When member fails to return book on

due dateCreate a workflow rule to blacklist the

member 48 hours after

the due date.

Improving productivity using automated

approval process

Creating a multi-step approval process

Approval actions

a)Submitted

b)Approved

c)rejected

d)Finally approved

e)Finally rejected

f)Recall action

Comparing workflow and Approval

Workflow Rules

Workflow rules are triggered immediately

and automatically after saving

Has a single set of criteria and action

Is completely automated

Types of logs

a)Debug logs

b)System logs

Debug logs:

Debug logs are stored separately and can

be retained

There is a limit of 2 MB per log and 50 MB

per organization.

Using the debug log:


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System logs:

System logs record the overall system

processes happening at the moment

Categories of logsDatabase

Workflow

Validation

Callout

Apex code

Apex profiling

visualforce

system

Log levels in the system log consoleThe log levels are listed from lowest to

highest.

ERROR

WARN

INFO

DEBUG

FINE

FINER

FINEST


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Validation rules are used to validate the data populated

in the field of a record.

Literal value,Field values,global value, function & operators

We define the validation rule and the condition for execution of the rule along with an error message

https://help.salesforce.com/htviewhelpdoc?err=1&id=fields_useful_field_validation_formulas.htm&siteLang=en_

If(TODAY()>BookIssueDate_c,TODAY()-BookIssueDate_c,0);

Return Date1(Date)=Issue_Date__c+15

Penalty amount(currency)=(TODAY()-Return_date_c)*Media_r.Loss_Fine-c)

The roll-up summary uses special functions such as SUM, MIN, MAX, and COUNT

The general library wishes to keep a track of the total media items issued to the customer. We wil create Media

issued(Rollup summary field on Master object using COUNT functionality)

A task is created for any user once the workflow is fired

We can also send an e-mail alert to reach recipients if the criteria are met

We can make an automatic field update after a certain criterion is met
https://help.salesforce.com/htviewhelpdoc?err=1&id=fields_useful_field_validation_formulas.htm&siteLang=en_UShttps://help.salesforce.com/htviewhelpdoc?err=1&id=fields_useful_field_validation_formulas.htm&siteLang=en_US


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workflow action is executed immediately the moment workflow rule is fired

An approval process can be of single step or multiple steps.

At every stage we have a different set of users to approve the record to move it to another level

Approval Rules

The record has to be sent for approvalmanually by clicking on Submit for

approval.

Is a multi-step process

Requires manual decision at every stage

They are stored based on particular users only

At a time only 20 logs are permitted per user

a)A workflow is not working the way it should be

b)There is no or a wrong field update


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c)The approval process is not assigning it to the correct user

d)There is an error in the Apex trigger

They store the processes created by all the users

Formula field calculations not possible to view in the debug logs


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For example, to check if the discount is

not greater than 35 percent

US


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Data Management

Basics of data operations

a)Data export

b)Inserting data

c)Updating data

d)Deleting data

The importance of record IDs

The record ID is a unique identifier of the record

The record ID is similar to the primary ID and foreign

ID in a database table.

Force.com uses two types of IDs,

a)15 character ID

b)18 character ID

The 15-character ID is case sensitiveif we are to migrate data from the spread sheets

or export data to the spread sheets we have to use 18

character IDs

There are three ways of getting the record ID,

1)URL of the record detail page

2)by running the report on the object

3)Data Loader(API access)

Exploring the URL formatevery custom object will have fixed pattern which is

unique

Record ID

01I90000001EkeD

object identifier: O1I (first 3 char)

Record identifier:90000001EkeD

Relationships dependents first


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customer media is junction object which connects

both customer and media, master detail relationship

to load the CustomerMedia we use:

1)Load customer object data

2)Load media object data

3)Finally load the Customermedia object data

Modifiable sysetm fields

Features of modifiable system fields

a)The fields can be modified only once in the lifetime

of the initial insert

b)They are accessible through API, that is, the data

loader

c)The fields are read-only for existing records

Connecting to Salesforce server through API

The CRUD commands

The full-form of CRUD is create, read, update, and

delete

>> The inserting process requires data to be inserted

without the ID because Force.com

generates the record ID when the record is created.

>>updating an existing record we need we need an ID

or an External ID during update

>>deleting command need ID of recoed to be deleted

Upsert:

Upsert is the combination of insert and update in a

single call

External IDs

When we are migrating data from other systems, it is

useful to have a foreign key to link data between the

two systems

Data loading tools

Cloud-based data import wizard

Cloud Import Wizard is a cloud-based tool and does

not require any download

We can load up to 50,000 records at a time


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When we use the ID from theURL it is 15 characters

when we use the Data loaderwe get 18 character IDs

18 character ID is not case sensitive

Below pattern shows Candidate custom object address

bar(record ID)

https://ap1.salesforce.com/01I90000001EkeD

instance name :ap1

salesforce server url: salesforce.com

Record ID: 01I90000001EkeD

There will be a unique ID per

organization, no two records will have same ID

The first three characters of the record ID are the object

identifiers, which help us to identify the object of the record

The remaining characters are the unique record ID to identify

the record
https://ap1.salesforce.com/01I90000001EkeDhttps://ap1.salesforce.com/01I90000001EkeD


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Apex Data Loader

The Apex data loader is a .net utility used to upload data to the

organization which requires download

We can load more than 50,000 records

Data can be exported and mass deleted


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It supports the CSV (Comma Separated Value) format

The data loader also runs on command line

We can also schedule the data loading at regular intervals


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Analytics and Reporting

Displaying tabular data using Reports

Reports are tabular representation of large

amount of data

There are three types of custom reports:a)Tabular reports

2)Summary reports

3)Matrix reports

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