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Force.com Fundamentals is an introduction to the native functionality of the Force.com platform. This book walks the reader through the creation of a standard recruiting application, including designing and creating Force.com objects, modifying the appearance of the standard Force.com interface, the Force.com security scheme, collaborating with Chatter, reporting on your data, and using workflows and approvals. This book also introduces the use of Visualforce pages integrate external functionality.

Preface......................................................................................................1
Welcome to the Cloud!....................................................................................................1 Platforms for Cloud Computing...........................................................................2 About This Book..............................................................................................................2 Intended Audience................................................................................................3 Chapter Contents.................................................................................................3 Choosing Your Development Environment.........................................................4 Sending Feedback.................................................................................................5 About Developer Force.....................................................................................................5 Salesforce.com Training & Certification..........................................................................5
Introducing the Force.com Platform..........................................................7
Chapter 1: Introducing the Force.com Platform.................................7
The Basics of an App's User Interface..................................................................9 The Benefits of a Force.com Platform App........................................................11 Data-Centric Apps.................................................................................11 Collaborative Apps..................................................................................12 The Technologies Behind a Force.com Platform App.......................................13 A Multitenant Architecture....................................................................14 A Metadata-Driven Development Model...............................................15 APIs........................................................................................................16 Apex........................................................................................................16 Visualforce...............................................................................................16 Mobile Access.........................................................................................17 The AppExchange Directory..................................................................18
Chapter 2: About the Sample Recruiting App...........................................19
About Universal Containers...........................................................................................20 Considerations for the Recruiting App...........................................................................20 Building the App: Our Design.......................................................................................21
Custom Objects..................................................................................................21 Security and Sharing Rules.................................................................................22
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Workflow and Approval Processes.....................................................................22 Custom Reports and Dashboards.......................................................................24 Visualforce..........................................................................................................24
Chapter 3: Reviewing Database Concepts.................................................25
What's a Database?.........................................................................................................27 What's in a Database?.....................................................................................................28 What's a Relational Database?........................................................................................29 Summary of Database Concepts.....................................................................................31
Chapter 4: Building a Simple App............................................................33
Becoming Familiar with the Setup Area.........................................................................34 Introducing Apps............................................................................................................36 Try It Out: Define an App.................................................................................36 Look at What We've Done.................................................................................39 Introducing Objects........................................................................................................40 The Position Custom Object..............................................................................40 Try It Out: Define the Position Custom Object................................................40 Introducing Tabs............................................................................................................44 Try It Out: Define the Positions Tab.................................................................44 Look at What We've Done.................................................................................46 Becoming Familiar with Setup Detail Pages and Related Lists......................................48 Introducing Fields...........................................................................................................50 Try It Out: Add Text Fields...............................................................................51 Try It Out: Add Currency Fields........................................................................54 Try It Out: Add Checkbox Fields.......................................................................54 Try It Out: Add Date Fields...............................................................................55 Look at What We've Done............................................................................................55 Taking Our Simple App Mobile....................................................................................56
Chapter 5: Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts...............................................................59 Adding Advanced Fields................................................................................................60 Introducing Picklists...........................................................................................60 Try It Out: Add Picklists....................................................................................60 Introducing Field Dependencies.........................................................................63 Try It Out: Create a Dependent Picklist............................................................64
Look at What We've Done.................................................................................67 Introducing Custom Formula Fields..................................................................68 Calculating How Long a Position Has Been Open............................................69 Try It Out: Define a “Days Open” Custom Formula Field................................70 Try It Out: Give Fields Dynamic Default Values...............................................74 Look at What We've Done.................................................................................75
Introducing Validation Rules..........................................................................................76 Try It Out: Define a Validation Rule for Min and Max Pay..............................76 Try It Out: Define a Validation Rule for Close Date.........................................78 Look at What We've Done.................................................................................80
Check It Out in Mobile..................................................................................................82 Introducing Page Layouts...............................................................................................83 Becoming Familiar with the Page Layout Editor...............................................84 Try It Out: Group Fields into a New Section.....................................................85 Try It Out: Add Spaces Between Fields.............................................................88 Try It Out: Edit Field Properties........................................................................89 Look at What We've Done.................................................................................90 Taking Your Page Layouts Mobile.....................................................................92 Introducing Compact Layouts........................................................................................96
Chapter 6: Expanding the Simple App Using Relationships.....................101
Introducing Relationships.............................................................................................102 Introducing Relationship Custom Fields......................................................................103 Try It Out: Relate Hiring Managers to Positions.............................................104 Look at What We've Done...............................................................................104 Adding Candidates to the Mix.....................................................................................106 Try It Out: Create the Candidate Object.........................................................106 Try It Out: Add Fields to the Candidate Object..............................................107 Try It Out: Modify the Candidate Page Layout Properties..............................108 Look at What We've Done...............................................................................110 Try It Out: Customize the Candidate Record Highlights................................111 Look At What We've Done.............................................................................111 Bringing Candidates and Positions Together with Job Applications...........................115 Try It Out: Create the Job Application Object.................................................113 Try It Out: Add Fields to the Job Application Object......................................114 Try It Out: Customize the Job Application Record Highlights.......................115 Look at What We've Done...............................................................................116
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Introducing Search Layouts..........................................................................................117 Try It Out: Add Fields to the Candidate Lookup Dialog................................119 Try It Out: Update Additional Search Layouts................................................120
Managing Review Assessments....................................................................................121 Try It Out: Create the Review Object..............................................................122 Try It Out: Add Fields to the Review Object...................................................123 Introducing Roll-Up Summary Fields..............................................................129 Try It Out: Create Roll-Up Summary Fields...................................................129 Try It Out: Customize the Review Object's Page and Search Layouts.............131 Try It Out: Customize Record Highlights for Reviews....................................132 Look at What We've Done...............................................................................133
Creating a Many-to-Many Relationship......................................................................134 Try It Out: Create the Employment Website Object.......................................136 Try It Out: Add the URL Field to the Employment Website Object..............137 Try It Out: Create the Job Posting Object.......................................................137 Try It Out: Add Fields to the Job Posting Object............................................138 Customizing Related Lists in a Many-to-Many Relationship..........................140 Try It Out: Customize the Positions and Employment Websites Related
Lists.............................................................................................................140 Try It Out: Customize Record Highlights for Employment Websites and
Job Postings.................................................................................................142 Look at What We've Done...............................................................................142 Putting it All Together.................................................................................................143 Try It Out: Download Sample Data.................................................................145 Try It Out: Use the Import Wizard..................................................................146
Chapter 7: Securing and Sharing Data....................................................149
Controlling Access to Data in Our App.......................................................................151 Required Permissions for the Recruiter............................................................151 Required Permissions for the Hiring Manager.................................................152 Required Permissions for the Interviewer.........................................................154 Required Permissions for the Standard Employee............................................155 So Where Are We Now?..................................................................................156
Data Access Concepts..................................................................................................157 Controlling Access to Objects......................................................................................158 Introducing Profiles..........................................................................................159 Standard Profiles...............................................................................................159
Introducing Permission Sets.............................................................................160 Profiles and Permission Sets in Our Recruiting App........................................161 Try It Out: Create the Recruiter Profile...........................................................162 Try It Out: Create the Standard Employee Profile...........................................166 Try It Out: Create the Hiring Manager Permission Set...................................167 Try It Out: Create the Interviewer Permission Set...........................................172
Controlling Access to Fields.........................................................................................174 Introducing Field-Level Security......................................................................175 Field-Level Security in Our Recruiting App....................................................175 Try It Out: Limit Access to Fields in the Standard Employee Profile.............176 Try It Out: Check Field-Level Security in Permission Sets.............................179
Controlling Access to Records......................................................................................180 Introducing Organization-Wide Defaults........................................................180 Org-Wide Defaults in Our Recruiting App.....................................................180 Try It Out: Set Org-Wide Defaults..................................................................183 Introducing Role Hierarchies............................................................................185 Comparing Roles, Profiles, and Permission Sets..............................................186 Role Hierarchies in Our Recruiting App..........................................................186 Try It Out: Create a User.................................................................................187 Try It Out: Define a Role Hierarchy................................................................188 What's Left to be Shared?.................................................................................192 Introducing Sharing Rules................................................................................192 Sharing Rules in Our Recruiting App..............................................................192 Try It Out: Define a Public Group...................................................................193 Try It Out: Define Sharing Rules.....................................................................195 Introducing Manual Sharing.............................................................................197 Try It Out: Define a Manual Sharing Rule......................................................198
Displaying Field Values and Page Layouts According to Profiles................................199 Try It Out: Create a Record Type....................................................................200 Putting It All Together.................................................................................................203 Try It Out: Create More Users.........................................................................203 Try It Out: Verify that Everything Works........................................................207 Delegating Data Administration..................................................................................208 Overriding Sharing with Object Permissions...................................................209 Delegated Administration Groups....................................................................210 Try It Out: Define the Recruiting Manager Administration Group................210
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Try It Out: Verify that Delegated Administration Works................................212 Summing Up................................................................................................................213
Chapter 8: Collaborating with Chatter....................................................215
Introducing Chatter......................................................................................................216 Tracking Fields on Your Objects..................................................................................216 Try It Out: Enable Feed Tracking on Positions and Job Applications.............216 Look At What We’ve Done.............................................................................218 Following Records........................................................................................................220 Try It Out: Follow a Job Application Record...................................................220 Starting a Group or Two..............................................................................................221 Try It Out: Create a Group..............................................................................221 Introducing Notifications.............................................................................................222 Try It Out: Enable Notifications......................................................................223 Look At What We’ve Done.............................................................................223 Introducing Publisher Actions......................................................................................224 Try It Out: Create a Global Action..................................................................225 Introducing Action Layouts..................................................................226 Try It Out: Add Predefined Field Values.............................................227 Try It Out: Create More Global Actions..............................................228 Introducing Global Publisher Layouts..............................................................229 Try It Out: Customize a Global Publisher Layout...............................229 Look At What We’ve Done..................................................................230 Introducing Object-Specific Actions................................................................231 Try It Out: Create an Object-Specific Action......................................232 Try It Out: Create More Object-Specific Actions................................233 Try It Out: Assign Object-Specific Actions to Page Layouts...........................234 Look At What We’ve Done.............................................................................237 Summing Up................................................................................................................238
Chapter 9: Using Custom Workflow and Approval Processes...................239
Introducing Workflow..................................................................................................240 Introducing Workflow Rules............................................................................241 Introducing Workflow Actions: Tasks, Field Updates, and Alerts...................241
Workflow in Our Recruiting App................................................................................242 Creating Workflow Rules That Assign Tasks..............................................................243 Try It Out: Create the “Send Rejection Letter” Workflow Rule......................244
Try It Out: Create the “Send Rejection Letter” Workflow Task......................247 Try It Out: Create the “Extend an Offer” Workflow Rule and Task...............249 Look at What We've Done...............................................................................250
Creating a Workflow Rule That Updates Fields..........................................................252 Introducing Queues..........................................................................................252 Try It Out: Create a Queue for Positions.........................................................252 Try It Out: Create a Workflow Rule That Updates Fields...............................255 Introducing Time-Dependent Workflow Actions............................................256 Try It Out: Create the “Notify Recruiting Manager” Time-Dependent
Workflow Task...........................................................................................256 Look At What We've Done.............................................................................258 Creating a Workflow Rule That Sends Email Alerts...................................................260 Introducing Email Templates...........................................................................260 Try It Out: Build an Email Template...............................................................261 Try It Out: Create the New Position Workflow Rule and Alert......................264 Introducing Approvals..................................................................................................266 Planning for Approval Processes.......................................................................267 Try It Out: Create an Email Template for Approvals......................................268 Try It Out: Create an Approval Process...........................................................268 Try It Out: Create Approval Steps...................................................................272 Try It Out: Create Approval Actions................................................................276 Try It Out: Activate Our Approval Process......................................................279 Look At What We've Done.............................................................................279 Summing Up................................................................................................................283
Chapter 10: Analyzing Data with Reports and Dashboards......................285
Introducing Reports......................................................................................................286 Report Formats.................................................................................................287 Setting Up the Recruiting App for Reports......................................................291
Try It Out: Add the Reports Tab.........................................................291
Try It Out: Create a Recruiting Reports Folder...................................291 Creating a Summary Report.............................................................................293 Try It Out: Create a Summary Report..................................................293 Try It Out: Add Columns and Filters...................................................297 Try It Out: Add a Pie Chart.................................................................299 Creating a Matrix Report..................................................................................301 Try It Out: Create a Matrix Report......................................................301
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Try It Out: Add Summary Fields.........................................................302 Try It Out: Add Columns and Filters...................................................304 Try It Out: Add a Chart and Conditional Highlighting......................306
Introducing Dashboards...............................................................................................309 Try It Out: Create Additional Reports.............................................................310 Try It Out: Create a Dashboard.......................................................................313 Adding Dashboard Components......................................................................315
Try It Out: Add a Chart Component...................................................316 Try It Out: Add a Gauge Component..................................................317 Try It Out: Add a Table Component...................................................318 Try It Out: Add a Metric Component..................................................319
Refreshing Dashboards.....................................................................................321
Introducing Mobile Dashboards.......................................................................322 Introducing Custom Report Types...............................................................................323 Try It Out: Create a Report Type.....................................................................324 Look At What We've Done.........................................................................................328
Chapter 11: Moving Beyond Point-and-Click App Development............331
Introducing Mash-Ups and Web Services....................................................................333 Introducing Visualforce................................................................................................334 Introducing Visualforce Development Mode....................................................336 Try It Out: Enabling Visualforce Development Mode.....................................337 Implementing the Candidate Map ..............................................................................337 Try It Out: Create a Visualforce Page..............................................................337 Try It Out: Write Visualforce Markup.............................................................339 Try It Out: Add the Map to Our Visualforce Page..........................................342 Try It Out: Add the Candidate Map to Position Page Layouts.......................343 Try It Out: Enable the Candidate Map for Mobile..........................................344 Try It Out: Test the Candidate Map................................................................345 Implementing the Mass Update Status Button............................................................346 Planning the Mass Update Status Feature........................................................347 Try It Out: Create the Mass Update Status Page.............................................348 Understanding the MassUpdateStatus Visualforce Markup.............................350 Try It Out: Create a Custom List Button.........................................................353 Try It Out: Add a Custom List Button to a Page Layout................................355 Try It Out: Test the Mass Update Status Feature............................................356
Chapter 12: Learning More....................................................................359
Developer Force............................................................................................................360 Help and Training Options..........................................................................................360 Multimedia...................................................................................................................361 AppExchange Partner Program....................................................................................361 What Do You Think?...................................................................................................361
Glossary................................................................................................363 Index.....................................................................................................387
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