Salesforce App Builder
Terms in this set (177)
Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a popup list.
The other object is the source of the values in the list. The parent is not a required field and may be omitted.
The child does not inherit security settings from the parent.
When a lookup is deleted
-The lookup field is cleared
-Do not allow deletion of the lookup record
-Delete the record
An analytical snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. Then they can schedule when to run the report to load the custom object's fields with the report data.
-Full sandboxes copy your entire production organization and all its data, including standard and custom object records, documents, and attachments.
-Use the sandbox to code and test changes, and to train your team about the changes.
-You can refresh a Full sandbox every 29 days.
Partial Copy Sandbox
-Similar to full sandboxes, except that they only allow a subset of data to be copied to the sandbox from production.
-Up to 10000 records of each selected object. Storage limit is 5GB
-Refreshes every 5 days
-Developer sandboxes copy metadata into a separate environment for coding and testing.
-Does not include records from production org.
- Storage amount 200MB
-Refreshes every 1 day
Developer Pro Sandbox
The same as developer sandboxes but with 1GB of available storage instead.
Indirect Lookup Relationship
An indirect lookup relationship links a child external object to a parent standard or custom object.
External Lookup Relationship
An external lookup relationship links a child standard, custom, or external object to a parent external object.
-External objects are similar to custom objects, except that they map to data that's stored outside your Salesforce org. Each external object relies on an external data source definition to connect with the external system's data. Each external object definition maps to a data table on the external system.
-Use external objects if you need real time access to external data and you only need to access a small amount
External Object Possible Relationships
Number of external IDs objects may have
Why use external objects
Real time access is required
Large amount of data, but only need access to a small amount at a time
15 Character is case-sensitive
18 Character is case-insensitive
When using validation rules, make sure that the formula is equal to the condition you don't want to match.
-Official packages used by salesforce partners to distribute and sell applications to customers.
-Must be created in a developer edition org
-Fully upgradable even after installation.
-Used to distribute open source projects. Typically installed within an org and then used as a building block for creating an app.
-The components can be edited in the org they are installed in. The original uploader has no control over the installed versions of the package.
-Only install the unmanaged package if the org that uploaded it still exists
-Users cannot be imported with the import wizard
-Opportunities are not supported
Closely link objects together so that the master record controls specific behaviours of the detail and sub-detail record
Master detail relationships
-Maximum Number on an object: 2
-When the parent is deleted, all children also get deleted.
-You have to expose the master-detail field on the child object page layout
-You cannot convert a master-detail relationship if any existing records have a null value for the lookup
-Ownership and sharing of a detail record is determined by the master record
Master detail relationships : Child Records
Children can be reparented to other parent records after they are created
-Values added to the master picklist must be manually added to selected record types
-The master picklist contains possible values for all record types
1. Subcategory of objects. 2. Allows you to offer users different page layouts and picklist values for different business scenarios, based on their profiles. 3. Allows you to funnel into appropriate workflows/queues.
Record Types : Record access
If a user does not have a certain record type assigned to their profile, users will not be able to create records of that type
Text Area (Long)
Cannot be used in formula fields
Can be used in as many applications as desired. Used as a shortcut to access record pages
Custom Tab Types
Custom Object Tab
-Cannot send an outbound message. Used for process automation. When a record is either created or created/edited.
-Can update records, create records, trigger a flow, trigger apex
Process all records
When all records in the system need to be evaluated, use apex as the other automation tools are not able to process globally
A lookup field to the same object
A special lookup relationship available only for the user object. It allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user's direct manager.
Changing Custom Field Types
-Only convert custom fields where no data exists or risk losing data.
-Check if the field is mapped for lead conversion
-Check if the field is the target of a workflow update or formula
Data loss from changing a field type
Text to Number
Text to Picklist
Text area (Rich) to Text area (Long)
Social Networks in Salesforce
You must login with your own personal social network to work with social accounts.
Social Accounts, Contacts and Leads
-Access social accounts associated with these records
-Can be enabled or disabled at the organisation level or user level
Defined with "$". Global variables can be accessed from any formula context. Similar to custom settings
Visual Workflow lets you automate business processes by building flows and distributing them to the right users or systems. A flow is an application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users. You can build flows by using the Cloud Flow Designer.
Components to create a flow
Time Dependant Workflow
Set a workflow flow to rule to fire at a given time, for example 5 days after creation of a record
Visual Workflow: Use Case
Use for when a step by step process needs to be navigated.
Use for when the process needs to be triggered by the button click.
Roll-up Summary Fields
Read only fields which cannot be changed. Can only be used in parent objects of a master detail relationship.
Roll-up Summary Fields - Functions
SUM - Number,currency and percent
MIN/MAX - Number, Currency, Percent, Date, Date/Time
Roll up Summary Field - Statements
-Once created, you cannot change the detail object selected or delete any field referenced in a roll up summary.
-Roll up summary fields can be used in validation rules
- Validation errors can display when saving either the detail or master
- When you delete a child on a roll-up summary, salesforce doesn't automatically recalculate the field.
-Can be used with formulas that do not contain, TODAY(), NOW() or DATEVALUE() functions
Salesforce social networks
Must login with your personal social media login to work within salesforce
Cross Object Formula
Can only reference the parent object.
Load up to 50000 records into salesforce. Handles duplicates. Works with common standard objects such as contacts, leads, accounts and custom objects.
1) Load 50,000 - 5M Records 2) Save Field Mapping for later use 3) Upload opps and products 4) Export and import data 5) Schedule Imports
Data Loader : Extra Functions
-Update all profiles to a maintenance profile to prevent logins during deployments
-Mass create user records
Importing data: Extra points
Denote multiselect picklist values by ';'
Use 1 for checked values, 0 for unchecked
Formula fields cannot accept imported data as they are read only
Records that fail validation rules are not imported.
Ensure date/time fields match locale settings
Standard Field Labels
Can be modified by going to customize tab names and labels
Inline edit records
-Enable inline editing
-Enable enhanced lists
Leads Home Page
Can be used to import, transfer and mass email leads. Cannot be used to edit leads.
Feature used to automatically send an email to recipients. The maximum number is 250
Use Apex to programmatically handle complex processing of emails, such as creating a record along with sending an email
Numeric field length limit
The length for any numeric field is 18. Applies to any numeric field
Auto formats numbers it is given and can take more than 10 digits.
Mini Page Layout
A subset of the items in a record's existing page layout that administrators choose to display in the Agent console's Mini View and in Hover Details. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from the page layout.
Changing field types
-Cannot change field types of standard objects.
-Custom object field types cannot be changed if they are referenced by other items in setup, such as a visualforce page or a flow
Fields types that cannot be changed
Products are added to quotes and opportunities.
Picklists - Controlling and Dependant fields
Picklists can be made where one is a controlling picklist and the other is dependant on the field chosen in the controller. This is known as field dependancies
Fields, Page Layouts, Rules, Triggers, Record Types. These make up an object and are known as object components.
Standard Object Field Properties
You cannot change a field type. However you can rename fields, edit their field level security and edit their help bubble content.
Access external data source
To access an external data source, create an external object and set up external access.
VisualFlow vs Workflow
Visualflow can delete existing records while a workflow cannot
-If a flow is closed during debugging, DML operations are not rolled back
-Debugging a flow always renders in lightning runtime
-If a flow uses any input variables, they can be specified during debugging
Lead Assignment Rules
Used for user ownership. For assigning leads to a user who meets criteria filters.
You can have several templates for quotes. They need to be active to be used however
Validation Rules : Formula character limit
Validation Rules have a formula limit of 5000 characters. If the logic is larger, then it will likely require apex
Case Escalation Rules
Specifies conditions that a case must match for it to be escalated. Can be Timing or issue
Develop dynamic web apps for mobile and desktop devices, using a modern, component-based UI framework.
Lightning Component Types
Standard Components - Built by salesforce
Custom Components - Components that a developer has been created.
Third Party Components on AppExchange - Can find packages containing components that are already configured and ready to use
Lightning Components: Statements
Can be obtained through appExchange.
Not all are standard and free
A custom layout that lets you design pages for use in the salesforce mobile app or lightning experience. Lightning components both standard or custom can be added to a lightning page
Lightning Page Types
Home Page - Contains features relevant to specific types of users and assign them to specific profiles.
App Page - Create a home page for a third party app that can be added directly to a mobile app or lightning experience menu.
Record Page - Create a customized version of a record page and tailor it to your users needs.
A testing environment that isolates untested code changes and outright experimentation from the production environment or repository, in the context of software development including Web development and revision control
A developer has completed work in the sandbox and is ready to send it to a related org, what deployment tool should be used?
A. Change Sets
B. Force.com IDE
C. Unmanaged Packages
D. Force.com Migration Tool
A "production like" environment to test installation, configuration and migration scripts.
-Allows a test deployment to be done in an environment similar to production
-Will usually have a full set of production data
Web to Case: Format
HTML is the format used to embed it into the website from which the form is posted in
Mass Delete Records
Delete standard object records that meet specific criteria. The limit of records is 500, however deletion can be done through dataloader.
Delete a Record: Required Fields
Record ID is unique to the org, it is the only value needed to complete a deletion process.
-Enabling the required checkbox while defining a custom field will make the field universally required
-Setting a field as required on a page layout will not make it required if the record is loaded with data loader
The process of deploying changes from one org to another via SFDX. Only one deployment can occur at a time.
Salesforce to Salesforce
Sharing information with partners should be as easy Click, connect, and share information such as leads, deal registration, or cases—with any of your partners that also use salesforce.com.
Track changes on up to 20 standard or custom fields per object. For each field, logs user making the change, date and time of change, old and new values.
Track org logins
Dashboard Components: Charts
Displays a bar, column, pie, donut or funnel chart, or any chart contained in a report
Dashboard Components: Tables
Displays a table that contains values and totals from columns in the report
Dashboard Components: Metrics
Displays the grand total from a report, along with a label the user enters
Dashboard Components: Gauges
Shows the grand total of a report as a point on a fuel tank type of scale
Dashboard Components: VisualForce Pages
Displays any visualforce dashboard component in your org
-Dashboards won't refresh if the month does not have the scheduled day
-Dashboards wont refresh as scheduled if the running user doesn't have access to the dashboard folder
-Users can refresh dashboards on the homepage by clicking the refresh button
Display dashboard components on the homepage
Only 1 dashboard can be displayed per homepage. Up to 3 components from that dashboard can be seen at once.
Model - How the data is represented, Objects and fields.
View - Presentation of data, UI
Controller - How the data is used, Apex code/Process Builder
A shortcut which allows a mobile user to quickly launch a specific workflow. There are two types.
Global Actions - Actions that can be performed from anywhere in an org
Object-Specific Actions - Actions that are specific to an object.
Quick Actions: Layout
Each quick action has its own page layout, so can tailor the layout to include the fields needed.
Let users create or update records in the context of a particular object. For example, an account action is only available when a user is looking at an account. Can create records that are automatically associated with relevant information.
Cannot update a record.
Can be used to quickly perform an action from anywhere in an org. Commonly used for quickly creating a record.
Global Actions : Possible Actions
-Create a record
-Send an email
-Log a call
-Custom Lightning Component
Pre Defined Values
Set pre defined values for mobile users so that they can more quickly complete an action.
Global Publisher Layout
How actions are listed on the action bar in the mobile app
Control which information will appear in the header of a record. Useful for viewing relevant information quickly. Include up to 10 fields. Does not support any text areas or multi-select picklists.
Mobile Navigation Menu
Mobile Navigation Menu: Other points
-Not user specific.
-You must create tabs for visualforce pages, lightning pages and lightning components.
-Before adding a visualforce page, ensure the page is mobile friendly.
-The first item in the list becomes the app landing page
Salesforce Navigation Menu
The recent section shows all standard and custom objects the user has access to.
Can include visualforce page tabs, Dashboards, Approval Requests
Mobile related info page
List View Items
Actions that can be performed directly on records which appear in a list view.
Lightning App Customisation
You can put the following into a custom lightning app:
Most standard objects
Canvas apps via visualforce tabs
View salesforce apps
Create lightning apps or connected apps
See which apps are visible in lightning
Easily manage apps
Account records with contact attributes and no directly related contact record. No account lookup if person accounts are enabled, account lookups incorporate both business and person accounts
Person Accounts Capabilities
Can only be merged with other person accounts
Uses space in both account and contact table
Standard Lightning Components
Object Specific Actions
Can be created in the context of an object. Can only be added to page layouts for that object.
Object Specific Actions: types
-Create Records that can be automatically associated with related records
-Update a Record
-Log a call to let users enter notes about calls, meetings or other interactions
-Invoke Lightning Components, flows or visualforce pages.
-Send Email Actions, only available on cases
Create an App Launcher component in Lightning
Contact salesforce to have the component activated
Can be used to deploy metadata to any org. Metadata is stored as a users local copy then sent to an org.
Change sets VS Force.com IDE
Change sets: Only related orgs, Keeps a history of changes between deployments.
Force.com IDE: Allows deployments to any org. Sends local copies of metadata into salesforce. Does not track changes. Usually used in conjunction with git.
A custom object with two master-detail relationships. Using a custom junction object, you can model a "many-to-many" relationship between two objects.
Junction Object Properties
-Custom junction objects cannot have detail objects
-Cannot be the master in a master detail
FIND() - Search for text within a field and return the position
CONTAINS() Compares two arguments of text and returns true if the first argument contains the second
REGEX() - Compares a custom field against a regular expression to ensure the correct format
CASE() - Checks an expression against a series of values, if a match is not found, it returns 0
VLOOKUP() - Search a custom object for a specific value and return another value
CURRENCYRATE() - Return the conversion rate to the corporate currency for the given currency ISO code
Sets workflow actions into motion when certain conditions are met. Actions can take place immediately or on a specific date according to a trigger.
Workflow Rules : Possible Actions
Update a field
Send an Email
Create a task
Send an outbound message (Communicate with another system)
Send Outbound Messages
Only Workflows and approval processes can send outbound messages
Recall Approval Processes
Allow submitters to recall approval requests in submission settings
Workflow Rules and Validation Rules
Workflow rules cannot trigger validation rules
Field Update Limititations
-Fields updated as approval actions don't trigger workflow rules
-Read only fields like formulas or auto-number fields aren't available for field updates.
-The results of a field update can't trigger additional rules such as validation, assignment, auto-response or escalation rules.
You need a personal social account in order to see social account data in salesforce
Standard Chatter Actions
Number of Embedded charts on account layout
AppExchange required permission
Download AppExchange Packages
Extract, Transform Load (ETL) tools integrate data from multiple applications.
Salesforce ETL use cases
-You need the external data to follow the sharing rules for your org
-You want to generate reports and charts from the external data
Drag and drop tool for creating reports
Used in a report to display the totals of a row or column
A link to an external URL that can be created under an object and added to a page layout under custom links.
-Can connect users to external applications such as web pages and launch custom links. Can be added to a page layout under "Custom Buttons"
-Can launch a flow
-Control what fields, related lists and links are visible.
-Customize the order fields appear
-Make fields read-only,required
-Control quick actions and standard and custom buttons.
A section of a record or other detail page that lists items related to that record.
How to sort a related list
Specify the sort field and direction in the properties
Page Layout Assignment
-Page layouts can be assigned to specific profiles.
-Record types can control which page layout is displayed to the user
Report Types that can use analytic snapshots
Which report types are custom summary fields available for?
External ID Fields
Identifier from a record outside of salesforce
Can be unique based on case sensitive or case insensitive values
-Admin can allow users to collapse
-Links to frequently used reports can be added to the custom links section
-Custom components can be added
Lightning App Builder Sections
Selected Publisher Actions
Sets the base level of all access
Public read only
- allow you to ensure a manager will always have access to the same records as his or her subordinates.
- Each role in the hierarchy represents a level of data access that a user or group of users needs
Role Hierarchies - Extra Points
-Role hierarchies cannot grant more than the base-level object permissions. Additional access is done via permission sets
grants additional record access based on record owner or criteria to groups of users.
Allows record owners to give read and edit permissions to users who might not have access to the record any other way
Allows for manual sharing for objects that have org wide defaults of private or public read only
Grant Access Using Hierarchies
A checkbox that prevents roles higher in the role hierarchy from receiving access to records.
Restrict the base level of access with org wide defaults. Then grant users access with the other sharing methods.
Display an image
Create a "Text" type formula field and use the Image function with the URL to the desired image
When to use process Builder
-When a behind the scenes business process needs to be started automatically
-When a record is create/updated
-When a platform event occurs
When to use Cloud Flow Designer
-Automate a guided visual experience
-Add more functionality for a behind the scenes process than is available in process builder. Then call the flow from the process builder
-Start a process when the user clicks something, like a button
Deals in progress. You can create opportunities for existing accounts or by converting a qualified lead.
Each opportunity stage is assigned a probability of success.
A path can be configured display sales stages and the guidance for each stage
Update stage on opportunity
The fields impacted are forecast category and type
Update Amount on Opportunity
Only opportunities that do not have products assigned to it can be updated
-People and companies that have been identified as potential customers.
Assign leads to users or a queue based on criteria, such as location or industry
Once a lead is qualified, it can then be converted into an Account, Contact and Opportunity (Or just an account/Opportunity if a Person account)
Lead Object Capabilities
-Lead Conversion to Account,Contact,Opportunity
Used to view relationships between objects and create new custom objects and fields.
Schema Builder - Capabilities
-Visualise and customise an orgs data model
-Manage permissions for custom fields
-Hide certain objects
-Relationships can be hidden
Create Branded Emails
Use email templates and letterheads
Auto Response Rule
A set of conditions for sending automatic email responses to case or lead submissions based on the attributes of the submitted record. Applicable cases include those submitted through a Self-Service portal, a Customer Portal, a Web-to-Case form, an Email-to-Case message, or an On-Demand Email-to-Case message. Applicable leads include those captured through a Web-to-Lead form.
-Used in an approval process
-Can reject a record for approval
-Can be used as an alternate approver for records
Delegated Approver : Queues
Queues can be used as a delegated approver, but only with objects that support queues
Approval Process : Specify initial submitters
Allows only certain types of users to submit records for approval, if a user who submits a record for approval isn't included in the list, the record will not enter the approval process
Approval Process - multiple approvers
Click the require unanimous approvals
Parallel Approval Process
Send an approval request to multiple users at the same time
Launching flows from a process
Only active autolaunched flows can be called on by a process
Flows in console apps
-Default flows can be configured for each channel, such as phone and chat
-The Guided Action list component can display an ordered list of flows
Ordered by groups of fields that are displayed when a record is presented in a certain context, such as a search or a related list.
-A series of actions intended to accomplish a goal
- In salesforce classic, contacts can be added to a campagin from the contacts related list on an account detail page
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