SalesforceDEV401培训教材第1天课程

北京神州云动科技股份有限公司培训师：张长文Email:[e-mail]:22993479微信：zhangchangwen111开发账号如何申请？注册：填写注册信息邮件确认：单击邮箱确认链接登陆系统：login.salesforce.com注册网址：•Orientyourselvestothetraininglocation.•Understandtheagendaandflowofthecourse.•DescribebasicaspectsofSalesforceandtheForce.complatform.•listthecustomobjectsusedintheRecruitingApplication.ModuleAgenda•Introduction•IntroductiontoForce.com•RecuritingApplicationIdentityConfirmation•Forthisclass,followthesesteps:•logintoyourtrainingorgwiththecredentialssuppliedfromyourinstructor.•Changetheadminuser'semailaddresstoyourown.•--ClickSetup|MyPersonalInformation|PersonalInformation|Edit.TrustedIPRanges•TrustedIPRangefeatureprovidesasecondlevelofauthenticationwhenloggingintoSalesforce.•Thelistispre-populatedwiththeaddressesfromwhichauserhashistoricallyloggedin.--AllIPaddressesknowntobeassociatedwithSalesforceareincluded(204.14.238.1-204.14.239.254).--AllIPaddressesknowntohavebeenusedbyphishersarefilteredout.•ThisfeatureisautomaticallyenabledifIPRangeRestrictionsarenotbeingprovided.--Option1:AddTrustedIPRangesforyourentireorg.--Option2:AddTrustedIPRangesonaProfilebyProfilebasis.RecruitingApplicationRequirements•TrackPositions,Candidates,JobApplications,Interviewers,andReviews.•Enforcecompany-wideproceduresforsubmitting,approving,andpostingnewPositions.•PostPositionsoncorporatewebsiteconsistentwithdatastoredinRecruitingapp.•CaptureCandidateJobApplicationsfromcorporatewebsiteandintegratewithRecruitingapp.•MonitorallrecruitingactivitiesinrealtimethroughReportsandDashboards.CourseObjectives•DescribethetypesofapplicationsbestsuitedfortheForce.complatform.•DescribethefeatureoftheForce.complatformthathelpyoubuildyourdatamodel.•Createcustomobiects,fileds,tabsandapplications.•ListthedifferenttypesofrelationshipsthatexistbetweenobjectsinSalesforceanddescribethedifferencesbetweenthem.•Buildamaster-detailrelationship,alookuprelationship,andamany-to-manyrelationship.•Buildbasicworkflow.•Createvalidationrules.CourseAgenda1.DesigningApplicationontheForce.complatform2.BuildingYourDataModel3.BuildingYourUserInterface4.IntroducingBusinessLogicApplicationDesignQuestions•whoareyourstakeholdersandbusinesspartners?•Whatarethebusinessrequirements?•Whowillusetheapplication?•Whatdoyouwanttobeabletoreporton?•Howwillpeoplelearntousetheapplication?OtherApplicationDesignConsiderations•ApplyaTieredModel--Data--UserInterface--BusinessLogic•应用分层模型（MVC）--Model(Metadata,SalesforceObjects)--View(Tabs,formsandVisualforcepages)--Controller(Workflows,ApexControllers,Triggers)•ValidatayourDesignwithaUserGroup•KeepitsimpleTheDeclarativeFramework•Asetofeasy-to-usetoolstocustomizeexistingapplicationsorbuildapplicationsfromscratchwithclicksnotcode.•Buildcompleteapplications(datamodel,UIandbusniesslogic)withnoprogramming.ModuleReview•Whatarethethreelayersofanapplication?•WhataretheapplicationbuildingblocksprovidedbytheForce.complatform?•WhatarethetypesofapplicationsthatcanbebulitontheForce.complatform?ModuleObjectives•CreateCustomobjects.•CreateCustomfileds.•Createmaster-datailrelationships.•Createlookuprelationships.•Createmany-to-manyrelationships.CustomObjects•Customobjectsaretheheartofanyapplication.--Customobjectsprovideastructureforstoringdata.--Customobjectspowertheinterfaceelementsforuserstointeractwiththedata.CustomObjects•Customobjectsstoreinformationthatisuniqueandimportanttoyourorganization.•Customobjectsarereportableandsearchable.•Customobjectshaveconfigurableaccesscontrolfeatures.•Customobjectshavepropertiessuchas:--Customfileds--Relationshipstootherobjects--pagelayouts--Acoustomuserinterfacetav(optional)CustomFileds•Customobjectsfiledsstorethedataforyourcustomobjectrecords.•Customobjectsautomaticallyincludesomestandardfields.•Createcustomfiledstostoreadditionalinformation.CustomFields•Picklistsareagooddatatypechoicetomaintainqualityofdata.•Changingthedatatyoeofexistingcustomfiledsispossible,butdoingsomaycausedataloss.•Deletingacustomfiledsremovesboththedataandthefiled.--Customfiledsarestoredfor45daysafterdeteltion.•Itispossibletoaddfiledlevelhelptoacustomfiledtoprovideinformationtousersonhowtousethatfield.DependentPicklists•Whatisadepentdentpicklist?--Adepentdentfieldworksinconiunctionwithacontrollingfiledtofilteritsvalues,Thevaluechoseninthecontrollingfiledaffectsthevaluesavailableinthedependentfield.--Custompicklistfilesscanbecontrollingordependent--StandardpicklistfiledscanonlybecontrollingRequiredandUniqueFieldOptions•Worksoncustomfiledsonly•UniversallyRequired:--Alwaysrequireavalueinthisfiledsinordertosavearecord.--Requiredacrossallrecordtypes.--AlwaysdisplayonEditpage.•Unique:•Donotallowduplicatevalues•TreatABCandabcasduplicatevalues(caseinsensitive).•TreatABCandabcasdifferentvalues(casesensitive).CustomFiledsandExternalIDs•CustomindexonanycustomfiledoftypeText,NumberorEmail.•Availableonallobjectsthatsupportcustomfileds.•User-definedcross-referencefield.•Whyisitimportant?--IncreasesreportandAPISOQLperformance--Usedwithupserttoeasilyintegrateappswithothersystems•Ano