what is an app

7/29/2019 What is an App

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What is an App?Available in: Contact Manager, Group, Professional, Enterprise, Unlimited,and Developer Editions

User Permissions Needed

To view apps: View Setup and Configuration

To manage apps: Customize Application

An app is a group of tabs that works as a unit to provide application

functionality. Salesforce provides standard apps such as Sales and Call

Center. You can customize the standard apps to match the way you

work.

You can also build your own on-demand apps by grouping standard and

custom tabs into new custom apps. A custom app consists of a label, a

description, and an ordered list of tabs. You can also set custom logos

for your custom apps. With custom apps, you can extend the kinds of

information that you manage and share online beyond CRM. Custom

apps are part of the Force.com platform that allows you to create and

share custom applications with other Salesforce users.

Your available custom apps are listed in the Force.com app menu, which

is a drop-down list that displays at the top of everySalesforce page.

When you choose an app from the Force.com app menu, your screen

changes to reflect the contents of that app. For example, if you switch

from an app that contains the Opportunities tab to another app that does

not, the Opportunities tab disappears, and the Opportunityoption no

longer appears in the Create New drop-down list in the sidebar. In

addition, the app might display a different initial or default landingtab

when selected.

Apps are associated with profiles. Profiles control which tabs you can

see or hide, as well as which apps are available to you. You can

personalize the tabs in your apps as much as your profile allows.

Note

Service Cloud console apps are custom apps.


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For Salesforce Platform and Salesforce Platform One license

users, the Platform standard app is the only app listed in

the Force.com app menu. For details about specifying a unique

label for the Platform standard app, see Creating Custom Apps.

Creating Custom Apps | Salesforce

Creating Custom Apps

Available in: Contact Manager, Group, Professional , Enterprise, Unlimited, and Developer Editions


To view apps:View Setup and Configuration

To manage apps:Customize Application

Create custom apps to build applications for your users.

Note

If you're new to Force.com apps, we recommend using Force.com quick start to create an app. With this

tool, you can generate a basic working app in just one step.

To create custom apps:

1. From Setup, click Create | Apps.

2. Click New.

3. If the Service Cloud console is available, select whether you want to define a custom app or a Service Cloud

console.

4. Specify a label for the app. The label can have a maximum of 40 characters, including spaces. This label is

the apps name in the Force.com app menu.

5. Optionally, enter a description of the app.

6. Click Next.

7. Optionally, specify a custom logo for the app. Click Insert an imageto choose an image file from the document

library.

Consider these requirements when choosing a custom app logo from the document library:

The image must be in GIF or JPEG format and less than 20 KB in size.

If the image is larger than 300 pixels wide by 55 pixels high, then it will be scaled to fit.

For the best on-screen display, we recommend you use an image with a transparent background.

The Externally Availablecheckbox must be selected on the documents properties so

that users can view the image.2 2 Click Next.

2 2 Click the left and right arrow buttons to add or remove tabs from the app.

2 2 Click the up and down arrow buttons to define the order in which the tabs will display in the app.

2 2 Optionally, set the default landing tab for your new app using the Default LandingTabdrop-down menu below

the list of selected tabs. This determines the first tab a user sees when logging into this app.

2 2 For Professional Edition users, click Save to finish the wizard. For Enterprise or Developer Edition users,

click Next.
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2 2 Check the Visible box to choose the user profiles for which the app will be available.

2 2 Check the Default box to set the app as that profiles default app. This means that new users who have

the profile will see this app when they log in for the first time. Profiles with limits are excluded from this list.

2 2 Click Saveto finish the wizard.

See Also:

What is an App?

Managing Apps

Managing Apps | Salesforce

Managing Apps



To view apps:View Setup and Configuration

To manage apps:Customize Application

You can customize the standard, custom, and Connected Apps in your organization. From Setup,

click Create| Appsto display a list of your organizations apps.

For standard and custom apps, you can do the following:

To view details for an app, click the app name. This displays the properties of the app, such as which tabs

are part of the app, including any tabs that are not yet deployed. Click on custom tabs in the Included Tabs list

to view details.

To change the properties of an app, click Edit.

To remove a custom app, click Del. Standard apps cannot be deleted.

To create an app, do one of the following:

o If youre new to Force.com apps, click QuickStart. With this option, you generate a basic working

app in one simple step.

o If youve already created the objects, tabs, and fields you need for your app, click New. With this

option, youcreate an app label and logo, add tabs, and assign the app to profiles.

To change the order of apps in the Force.com app menu, click Reorder.

For Salesforce Platform and Salesforce Platform One license users, the Platform standard app is the only app

listed in theForce.com app menu.

For Connected Apps, you can see the version of the apps on your system. To modify an existing app, click the app

name. To create a new Connected App click New.

See Also:What is an App?

Removing Apps

Removing Apps | Salesforce

Removing Apps
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To delete apps and objects:Customize Application

You can remove custom apps, but not standard apps. Removing an app removes it from the Force.com apps menu,

but doesn't remove any associated objects. If you've created objects for an app, you may want to remove them as

well.

1. From Setup, click Create | Apps.

2. Click Delnext to the app.

3. Optionally, delete any associated objects.

Deleting Custom Objects | Salesforce

Deleting Custom Objects

Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer,

and Database.com Editions


To delete custom objects:Customize Application

When you delete a custom object, Salesforce does not add it to the Recycle Bin. Instead, deleted objects appear in

the Deleted Objects list for 15 days. During this time, the object and its data are soft deleted, meaning you can

restore or permanently erase (hard delete) the object and its data. After 15 days, the object and its data are

automatically hard deleted.

Soft-deleted custom objects and their data count against your organizations limits; hard-deleted items do not.1. From Setup, click Create | Objects.

2. Next to the custom object, click Del.

3. When prompted, select the Yes, I want to delete the custom objectcheckbox to confirm

and click Delete.

Why Cant I Delete a Certain Custom Object?

You cant delete a custom object if it:

Is on the master side of a master-detail relationship.

Contains custom fields that are used in a roll-up summary field on another object.

Is referenced in Apex, a Visualforce page, or an analytic snapshot. Contains more than 100,000 records. If the object you want to delete has more than 100,000 records, first

delete an appropriate number of records and then delete the object.

Results of Deleting Custom Objects

When you delete a custom object, Salesforce:
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Displays an Insufficient Privilegesmessage if someone clicks a bookmark to a deleted custom

object records URL.

Removes the object from Force.com AppExchange packages.

Changes the master-detail relationship to a lookup relationship, if the deleted object is on the detail side of a

master-detail relationship.

Removes or erases:o The objects custom tab

o List views and workflow rules for the object

o Mobile configuration settings, including data sets, mobile views, and excluded fields

o Standard report types associated with the object, and reports based on standard report types if the

deleted object is on the detail side of a master-detail relationship

Hides, inactivates, or disables:

o The custom object definition and related definitions

o The objects records and related records, including any records in the Recycle Bin

o Custom report types for which the deleted object is the main object

o Custom reports for which the deleted object is the main object

o Custom formula fields on the object

o Custom validation rules and approval processes on the object

Note

Many removed, hidden, inactive, or disabled items can be restored if you undelete the custom

object. SeeManaging Deleted Custom Objects for information about restoring deleted custom objects.

See Also:

Managing Deleted Custom Objects

Managing Deleted Custom Objects | Salesforce


Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer,

and Database.com Editions


To restore deleted custom objects:Customize Application

To permanently delete custom objects:Customize Application

Deleted custom objects appear in the Deleted Objects list for 15 days. During this time, you can choose to

permanently delete the object and its data, or you can undelete them. If you undelete a custom object, you might

need to do some manual cleanup to restore list views and other customizations that use the object.

To view a list of deleted custom objects:

a. From Setup, click Create| Objects.

b. Click DeletedObjectsat the bottom of the list of custom objects.

The Deleted Objects link appears only when you have at least one deleted custom object in your organization.

The number in parentheses indicates the total number of deleted custom objects.

In the Deleted Objects list, you can do any of the following:

o Click the objects label to view details about it
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o Click Eraseto permanently remove the object and its data

o Click Undeleteto restore the object and its data

Limitations for Restoring Truncated Custom Objects

Copies of truncated custom objects also appear in the list of deleted objects. Truncated custom objects cant berestored to their original state, even from their copies in the Deleted Objects list. Undeleted copies of truncated

objects have a new name and new URL, and some fields and data cannot be manually restored.

Restoring a Custom Object to Its Predeleted State

When you restore a deleted custom object, its records are also undeleted, including any that were in the Recycle Bin.

Note

It might take several hours before you can search the undeleted objects records.

To ensure that you return the object to its fully functional, predeleted state, check all affected conditions and

customizations, and manually fix them if necessary.

AppExchangepackages

Add the custom object to any appropriate Force.com AppExchange packages.

Customtabs

Re-create a custom tab for the object and add it to any custom apps that use it.

List views,reports, and workflowrules

Re-create them.

Validationrules and approvalprocesses

Re-activate them.

Formulafields

Open and save any custom formula fields on the object to re-enable them.

Pagelayouts

Page layouts are restored automatically on the undeleted object. Page layouts are also restored

automatically on other objects that use the page layout in a related listas long as the page layout wasnt

edited while the object was deleted. Otherwise, you have to add the related list back to the other object.

Customreport types

For custom report types where the deleted object was not the main object, add the reference back

to the restored object. Reports based on the custom report type are automatically restored if they werent

edited while the object was deleted. Re-create any reports that have been edited.


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Relationships

If the deleted custom object was on the detail side of a master-detail

relationship, Salesforce converted it to a lookup relationship. Change it back to master-detail.

Developername

The developer name for the object was changed to objectname_del. Change it back to the original

name, objectname_c, so that customizations using the name will work properly.

Deploymentstatus

When the custom object was deleted, its Deployment Statusfield was set to In Development.

When youve restored all affected customizations to the undeleted object, change its status back to

Deployed.

See Also:

Deleting Custom Objects

Truncating Custom Objects Overview

Truncating Custom Objects | Salesforce

Truncating Custom ObjectsTruncating custom objects allows you to permanently delete all of the objects records but preserve the empty object

and its metadata.

Available in: Contact Manager, Group, Professional , Enterprise, Unlimited, Developer, and Database.com Editions


To truncate custom objects:Customize Application

Important

Truncating custom objects causes some irreversible changes to the truncated object and its

records. Before truncating, see Truncating Custom Objects Overview. Then, enable it for your

organization by selecting the permission under Setup, in Customize| User Interface.Truncating custom objects is a fast way to permanently remove all of the records from a custom object,

while keeping the object and its metadata intact for future use. Truncating is useful, for example, if you have created

a custom object and filled it with test records. When youre done with the test data, you can truncate the object to

purge the test records, but keep the object and put it into production. This is much faster than batch-deleting records

and possibly recreating the object.

1. From Setup, click Create | Objects.

2. Click an object name to go to the objects detail page and click Truncate.

3. In the Confirm Custom Object Truncate window, review the warning and then enter the name of the object to

truncate in the empty field.

4. Click Truncate.

See Also:


Truncating Custom Objects Overview | Salesforce
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Truncating Custom Objects OverviewIts important to understand what truncating an object does before using it to remove records.

Available in: Contact Manager, Group, Professional , Enterprise, Unlimited, Developer, and Database.com Editions

Truncating a custom object allows you to remove all of the objects records, while keeping the object and its

metadata. Truncating custom objects is similar to the mass delete option available for standard objects.

When you truncate a custom object, Salesforce places a copy of the truncated object in the Deleted Objects list for 15 days. It

appears in the list as objectname_trunc[number]. During this period, the object and its records continue to count against yourorganization limits.

After 15 days, the records are permanently erased and no longer count against your limits.Important

Truncated custom objects cant be restored to their original state, even from their copies in the Deleted Objects list.You cant truncate standard objects or custom objects that:

Are referenced by another object through a lookup field or that are on the master side of a master-detail

relationship

Are referenced in an analytic snapshot

Contain a geolocation custom field (beta)

Have a custom index or an external ID

In addition, you cannot truncate custom objects when your organization has reached its limit of the allowed number of customobjects.Truncating a custom object erases:

All records currently sitting in the custom objects Recycle Bin

The custom objects history

Related events, tasks, notes, and attachments for each deleted record

Truncating a custom object breaks:

Bookmarks to the truncated objects and its records. If someone clicks a bookmark to the truncated custom object or to a

deleted records URL, Salesforce displays an Insufficient Privilegesmessage.

Apex scripts and Visualforce pages with references to a truncated object or record.

After truncating a custom object, you can continue to use the custom object and add new records. Salesforce preserves:

The custom object definition and all related definitions

Workflow rules, actions, and triggers

Validation rules and approval processes

Master-detail relationships and formula fields

Translations

Mobile configuration settingsWhen working with truncated objects, keep in mind:

The truncated object tab has a new URL, so new bookmarks need to be created.

List views and reports need to be refreshed after truncation.

Roll-up summary fields need to be recalculated after truncation.

There is no support for truncation in the API.

To truncate objects that contain master-detail relationships, first truncate the detail (child) objects and then the (master)

parent objects, working your way up the relationship tree.See Also:

Truncating Custom Objects

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what is an app

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