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Chapter 4
by Siddhesh Kabe
Force.com Developer Certification Handbook (DEV401)
Force.com Developer Certification Handbook (DEV401)
Table of Contents
Force.com Developer Certification Handbook (DEV401)
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
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Preface
Cloud computing
Types of cloud
What this book covers
What you need for this book
Who this book is for
Reading this book
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Getting Started with Force.com
The cloud computing model of Force.com
Understanding the Force.com model
Force.com platform
Model-View-Controller architecture
Key technology behind the Force.com platform
Multi-tenant kernel
Force.com metadata
Force.com Webservice API
Apex and Visualforce
AppExchange
Force.com sites
Force.com development
Force.com metadata
Metadata API
Online page editor and eclipse Force.com IDE
Sandbox
Force.com application types
Developing on the Force.com platform
Declarative development
Programmatic development
When to use what
Exercise – creating a developer account
Authentication on Force.com
Exercise – changing your e-mail address
Exercise – adding trusted IP addresses
Exercise – resetting security tokens
Developer.Force.com
Summary
Test your knowledge
2. Creating a Database on Force.com
Library Management System
Requirements
Objects
Exercise – creating an object
Force.com data types
Custom fields
Text fields
Picklists
Dependent picklist
Exercise – creating a dependent picklist
Currency field
Other fields
Field options
Required field
Unique field
External ID
Encrypted field
Exercise – creating encrypted fields
Relationships
Lookup (1:n)
Master-Detail relationship (1:n)
Special relationships
Exercise – creating a junction object
Exercise – building the data model for the Library Management System
Summary
Test your knowledge
3. User Interface
What is an application?
Understanding a custom application
Exercise – building your own application
Custom tabs
Exercise – creating custom tabs
Page layouts
Page layout editor
Using the page layout editor
Sections and blank spaces
Exercise – creating page layouts with the cloud based editor
Custom buttons and links
Creating a custom button or link
Field options
Editing other layouts
Mini page layout
Overview of Visualforce
Visualforce content
Key components of Visualforce
Pages
Standard components
Controllers
Standard controllers
Custom controllers
Controller extensions
Standard list controller
Data binding in Visualforce
Using the Visualforce pages in the organization
Visualforce tags
Binding tags with data and Apex
Visualforce component library
Layout components
Other layout components
Standard Salesforce components
Data components
Output components
Input components
AJAX and JavaScript in Visualforce
AJAX components
Inline Visualforce on page layouts
Static resources
Summary
Test your knowledge
4. Implementing Business Logic
The basic rules of implementing business logic
Rule syntax
Validation rules
Exercise – creating a validation rule
Formula fields
Exercise – calculating the return date
Cross object formula fields
Exercise – calculating penalty
Roll-up summary fields
Exercise – creating the roll-up summary
Using workflows to automate business processes
Exercise – sending e-mail to members
Time-dependent workflow
Exercise – blacklisting the member
Exercise – creating multiple time-based trigger
Improving productivity using automated approval process
Creating a multi-step approval process
Creating approval steps
Approval actions
Parallel approval step
Comparing workflow and approval process
Debugging and monitoring the process
Types of logs
Debug log
System logs
Categories of logs
Log levels in the system log console
Using the debug log
Summary
Test your knowledge
5. Data Management
The basics of data operations
The importance of record IDs
18-character and 15-character IDs
Exploring the URL format
Record ID
Summarizing record IDs
Relationships — dependents first
Modifying system fields
Features of modifiable system fields
Connecting to Salesforce server through API
The CRUD commands
External IDs
Exercise – migrating data from legacy system
Data loading tools
Cloud-based data import wizard
Apex data loader
Downloading the data loader
Using the data loader
Upserting data
Setting up the data loader
Using data loader through the command line
Configuring the command-line data loader
Preparing the process-conf.xml file
Encrypting a password using Encrypt.bat
Troubleshooting the data loader
Apex data loader versus cloud-based import wizard
Other data manipulation wizards
Mass transfer records
Mass delete record and delete all data
Data storage limit
Summary
Test your knowledge
6. Analytics and Reporting
Displaying tabular data using Reports
Creating a report
Report builder overview
Other options
Scheduling a report
Custom report types
Self study exercise – create a report
Self study exercise – schedule the report
Self study exercise – some more reports
Displaying graphical charts using dashboards
Dashboard builder
Combination charts
Dashboard security
Dashboard folder
Dashboard running user
Scheduling a dashboard refresh
Self study exercise — create a dashboard
Analytic snapshot
Setting up analytical snapshot
Summary
Test your knowledge
7. Application Administration
Managing access control
Force.com licenses
Types of licenses
Feature licenses
Using queues to balance workloads
Localization with translation workbench
Setting up translation workbench
Restricting data access
Exercise – defining actors
Exercise – creating the CRUD diagram
Security pyramid
User security
Exercise – creating a user
Password policies
Roles and profiles
Understanding profiles
Creating a custom profile
Assigning roles
Steps to set up role hierarchy
Exercise – scaling the Library Management System
Organization-Wide defaults
Organization-wide default summarized
Permission sets
Sharing rules
Manual sharing
Quick bites
Setting up security
Summary
Test your knowledge
8. Exam Guide and Practice Paper
Overview of the Salesforce Certified Developer Exam
Certification maintenance and releases
Sample paper
Additional resources
Official Salesforce resources
Community resources
Summary
A. Sample Paper Answers
B. Chapter-wise Solutions
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Index
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