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Salesforce Developer (DEV401)

Objective of Salesforce Developer (DEV401):

  • Build and customize multi-user cloud applications with just clicks.
  • Define an application’s data model.
  • Customize the user interface.
  • Create advanced workflows and validation rules.
  • Automate business processes.
  • Manage your data.
  • Modify the user interface with Visualforce pages.

Introduction to Force.com

Designing Applications on the Force.com Platform

  • Basic Application Design
  • Buliding Applications on the Force.com Platform

Building Your Data Model

  • Create Custom Objects
  • Create Custom Field
  • Object Relationships
    • Create Lookup Relationships
    • Create Master-Detail Relationships
    • Create a Custom Junction Object
    • Create a Lookup Filter
    • Schema Builder

Building Your User Interface

  • Custom Applications
  • Create Custom Tabs
  • Create Page Layouts

Introducing Business Logic

  • Create Formula Fields
  • Create Cross-Object Formulas
  • Create Rool-Up Summary Fields

Migrating Configuration Changes

  • Migrating Configuration Changes
  • Change Sets

Accommodating Multiple Users in Your App

  • Things to Consider
  • Business Requirements for the Recruiting App

Managing Your User’s Experience

  • Licenses
  • Overview of Profiles
  • Profiles and Permissions
    • Create Custom Profiles
    • Create Permission Sets
  • Profiles and Access to data
  • Change Access Using Field-Level Security
  • Profiles and User Interfaces
    • Create Record Types
    • Create Page Layouts
    • Create Page Layouts and Record Types

Controlling Access to Records

  • Overview of Record Access
  • Record Ownership
    • Create Custom Object Queues
    • Organization Wide Defaults (OWD)
    • Set Organization-wide Defaults
    • Set Organization-wide Defaults Roles and Groups of Users.
    • Implement a Role Hierarchy
    • Create Public Group Sharing
    • Implement Manual Sharing
    • Implement Sharing Rules

Design Data Access Security

  • Access Data Based On State
    • Establish Data Access
      • Restricting Access to Highly Sensitive Data
    • Restrict Data Access
      • Which Tool to Use?

Building Business Processes

  • Typical Business Requirements
  • Features of the Force.com Platform that can help
  • Userful Operators and Functions
    • Create Formula Fields to Display Images
    • Create Formula Fields to Display Hyperlinks
  • Monitoring Processes

Preserving Data Quality

  • Enforcing Conditionally Required Fields
    • Create Validation Rules
    • Build Validation Rules to Enforce Conditionally Required Fields
  • Enforcing Proper Data Format
    • Build Validation Rules to Enforce Consistency Preventing

Data Loss

  • Preventing Data Loss
    • Create Validation Rules to Prevent Data Loss

Automating Business Processes with Workflow

  • Creating Workflow Rules
  • Keeping things Moving with Time-Dependent Workflow
    • Set Up Time-Dependent Workflow

Automating Business Processes with Approval Processes

  • Multi-Step Approval Processes
    • Create Multi-Step Approval Processes
  • Skipping Steps in Approval Processes
    • Create Approval Processes that skip Steps
  • Approval Processes with Parallel Approvers
    • Create Parallel Approval Processes
  • Keeping Systems in Sync with Outbound Messaging
    • Create Outbound Messages
  • Dynamic Approval Routing
    • Create Dynamic Approval Processes

Increasing Data Quality using Flows

  • Understanding Visual Workflow
  • Creating Flows
    • Create a Flow
    • Create a New Version of a Flow Deploying Flows
    • Depoly a Flow

Auding Processes

  • Auditing Configuration Changes
    • Audit Changes Using Setup Audit Trail
  • Auditing Data
    • Audit Changes to Data
  • Keeping Track of Unauthorized Changes

Data Management

  • Exporting Data
  • Deleting Data
  • Inserting Data
  • Updating Data
  • Salesforce Record IDs
  • Mass Tranfer Ownership of Records
  • Upsert Data
  • External IDs
  • Object Relationships
  • Tools for Data Management
  • Apex Data Loader
  • Upload Positions
  • Which Tool Do You Use?
  • Upsert Candidates
  • Upsert Remaing Object Data
  • Bulk API

Enhancing the User Interface Using Visualforce

  • What is Visualforce?
    • What is Best Solved using Visualforce?
  • Creating Visualforce Pages
    • Create a Visualforce Page
  • Parts of Visualforce Page
    • Use a Standard Controller and Override a Standard Page
    • Find Components and Their Attributes
  • Complete the offer Quick Edit Page
  • Create the Candidate Page
  • Create Review Page
  • Templates in Visualforce
    • Create the console Page Template and Job Application
  • Static Resources in Visualforce
    • Add the confidential image to the Job Application Console
  • Visualforce Design Recommendations

Visualforce Design Recommendations

  • Applying CSS to a Visualforce Page
  • Including a website and list of records in a Visualforce Page
    • Add Web Content to a Visualforce Page
    • Create a Mass Edit List Page
  • Deploying a Flow with Visualforce
    • Deploy a Flow using Visualforce
  • Including Visualforce in a Page Layout
    • Display the Job Site
  • Using JavaScript and AJAX to extend Visualforce
  • Create a Partial Page Update for Conditional Fields
  • Exposing a Visualforce Page to the Internet
  • Visualforce Pages on a mobile device

Dashboards and Reports

  • Build a custom report
  • Build a dsahboard
  • Schedule a dashboard for automatic refresh
  • Create a Customer report type
  • Utilize Custom report types for with and without reports
  • Build reports that sum values
  • Create a custom summary formula to perform calcutions across sets of data
  • Set up an analytic snapshot
  • Translating Business Requirements into Reports

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