Agenda

Tuesday, October 23, 2018 12:14 PM

New Section 1 Page 1

SF Fundamentals 8 %
Tuesday, October 23, 2018 12:15 PM

What is an App Builder -

Someone who builds Apps in SF without being a Developer (APEX, VF, etc) "Doesn't code"

ERD Entity Relations Diagram or Schemas

Model - View - Controller

New Section 1 Page 2

App Exchange:

New Section 1 Page 3

New Section 1 Page 4
Security 10%
Tuesday, October 23, 2018 12:24 PM

3 Layers of Data Security:

Object Level - CRED - Box of Records Create an object = Box that holds records, CRED = Object Sectary -
Who has access to any records in the is box. Default on new custom object is only Admins
When designing App design Schema - What is the Object security for any object I am using in the
App. Correspond to the People who use this app, which points to profile. Do Some profiles only need
Read only then give them R, If CRED is blank for Profile then they can't see any records. You can also
share via permission sets

Field level security - FLS- Block or open via Profile or Permission set. We can block certain fields on an
object

Record level: Sharing - OWD's set based level per objects, numerous ways to Open up access. So if the
Profile has CRED but may only be able to read some records, or Read, edit records.

OBJECT - MANDITORY
FIELD - OPTIONAL
RECORD - OPTIONAL

New Section 1 Page 5

Permission Set grant additional access to Profiles (extra powers)
Profiles Plus…

Extending access or Temp access during projects

Permission sets are assigned on a user by user basis

RECORDs: Sharing:

New Section 1 Page 6

Own Record - Full Access
Create Record - Generally Full access
Queue Member - Full Access
Example: New Account Queue - If you have users creating new accounts but want to control data into
the Org, you can allow them to create and auto pop it into to a queue - let the members of this Queue
vet the new accounts all queue members have full access.

Public Read Write - Sharing is turned off (Default)

Public Read Only (Blocking Write - Non Owned Records)
Private (Block all the records - Non Owned Records)

If I set to Private how do I open it up???

How to Open up Sharing:

Role Hierarchy - makes records accessible to anyone Higher up in the Role Structure (Does not
necessary need to mimic your actual Org Structure) (vertical)
We can use them or not, even though Role is a required field there is a 'No Role" in the options
If using RH for Standard objects you can turn them off for custom objects

Sharing Rules (Horizontal)

US Sales Director needs to see Records for the EMEA Sales team to see worldwide company data and
information
Or marketing Director needs to see Sales Teams Opportunities
Sharing Settings
Public Groups - easy way to give a label to a group of people.
Roles and Subordinates - Roles and the roles & the roles under them in the role Hierarchy
Roles - Specific Roles only
Manual Sharing: Only gives Read or Read Write (not Full CRED)
Who can Manual Share - Owner of a record or Full access to record, Queue Member, Modify All Data,
Modify Object… Permission sets
Classic - On page layout a person who has Full access can manual Share using the Sharing Button.
In Lighting you need a Lighting Component to manual share.

Other ways to Share:

Team Sharing

New Section 1 Page 7

Team Sharing
Flow Sharing - Very Powerful
Apex Sharing _ CODEING

FLS - Field Level Security

Not Blocked by default - Enable

New Section 1 Page 8

New Section 1 Page 9
Data Modeling and Management 20%
Tuesday, October 23, 2018 12:24 PM

Review Lighting App

Not just a set of Tab which is generally how it goes in Classic

Build a schema - Objects and relationships pointing to other objects

Options for Relationships: Master - Detail OR Lookup

New Section 1 Page 10

What are the differences:
Master Detail - Tight Relationship
Auto Cascade Delete if parent is deleted then all child records are deleted.
Sharing/Security - Inherited from Master
Ownership is Inherited (no owner field then you know MD relationship)
Look up Filter: Limit results to Master only
# chains deep only

Loose relationship
Many Look up

New Section 1 Page 11

Many Look up

No Auto Cascade Delete

Ownership

On an Object 2 Master Details but 40 Looksup

Junction Objects:

Child has two parents

True junction Object has a MD on both sides. It is tight on both sides

New Section 1 Page 12

Long Text Area131 Thousand Charc

Recommend you don’t encrypt unless you have to for legal reasons

New Section 1 Page 13

New Section 1 Page 14
Parent is External - External
Parent is in SF - Internal

New Section 1 Page 15

New Section 1 Page 16
New Section 1 Page 17
New Section 1 Page 18
New Section 1 Page 19
Business Logic 27%
Tuesday, October 23, 2018 12:25 PM

Lighting App Builder

What you can Customize:

Record Page for Lightning Experience

Home Pages
App Page (TAB)

Drag and drop components: Left Components Right is edit Components

New Section 1 Page 20

New Section 1 Page 21
Salesforce Classic - Dumb Client - (Client is Browser - Google ) So just calling out to server to say give me a page, give me a page, serve me up a page.

Salesforce Lighting - Modern Client - Letting the client (Browser) do some of the work, lets the 'Client" do some of the work. Client side Controls as well (Java script)

Validation rules:

Approval Processes:

New Section 1 Page 22

What actions can you have with an Approval:
TEFO
Task
Email
Field updates
Outbound Message Send field Data to external server

New Section 1 Page 23

New Section 1 Page 24
New Section 1 Page 25
**Know Auto Launch Flow - Test Question - Great way to extend the process.

Process can also be trigger by Platform event

New Section 1 Page 26

New Section 1 Page 27
New Section 1 Page 28
New Section 1 Page 29
Social 3%
Tuesday, October 23, 2018 12:26 PM

New Section 1 Page 30

User Interface 14%
Tuesday, October 23, 2018 12:26 PM

Visualforce

New Section 1 Page 31

New Section 1 Page 32
Reporting 5%
Tuesday, October 23, 2018 1:54 PM

Report Types:

New Section 1 Page 33

Mobile 5%
Tuesday, October 23, 2018 1:55 PM

Canvass: I frame

New Section 1 Page 34

New Section 1 Page 35
App Deployment 8%
Tuesday, October 23, 2018 1:55 PM

New Section 1 Page 36

New Section 1 Page 37
New Section 1 Page 38
New Section 1 Page 39