November 5, 2012

DEV 401 and ADM 201 Basics

Store information that is unique and important to your organization.
  • Custom Object
  • Standard Object
Store data of an object.
  • Standard Fields
  • Custom Fields
Formula Field:
A read-only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change.

Field history tracking: 
The old and new field values are added to the History related list as well as the date, time, nature of the change, and user making the change.

Encrypted fields:
Allows users to enter any combination of letters and numbers and store them in encrypted form.

Types of Relationships:
  • Lookup
  • Master-Detail
  • Hierarchial
  • Custom Object Tabs
  • Web Tabs
  • Visualforce Tabs
Page Layout:
A page layout controls the position and organization of the fields and related lists that are visible to users when viewing a record.

User must have a user license.
  • Salesforce platform
Defines a user’s permissions to perform different functions.
Every user has a profile.

Organization Wide Default:
Security settings that defines base level of access to data records.
  • Public Read/Write
  • Public Read only
  • Private
Controls the level of visibility that users have to an organization’s data.

Public Groups:
Grouping users together for access.
  • Can be used in a sharing rule
  • Can be used to give access to folders
Sharing Rules:
Used to open up access to records.

Record type:
Record types allow you to offer different business processes, picklist values, and page layouts to
different users based on their profiles.

Workflow and Approval Processes:
Used for automating business processes.
  • Email alert
  • Assign Task
  • Field Update
  • Outbound Message
Validation rule:
Verify that the data a user enters in record meets the standards before the user can save the record.

Managing Data:
  • Insert
  • Update
  • Upsert
  • Delete
  • Export

Visualforce pages:
Visualforce is a framework that allows developers to build sophisticated, custom user interfaces that can
be hosted natively on the platform. The Visualforce framework includes a tag-based markup
language, similar to HTML.

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