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Table Of Contents

Preface
Welcome to the Cloud!
Platforms for Cloud Computing
About This Book
Intended Audience
Chapter Contents
Choosing Your Development Environment
Sending Feedback
About Developer Force
Salesforce.com Training & Certification
Introducing the Force.com Platform
The Basics of an App's User Interface
Tabs
Forms
Links
The Benefits of a Force.com Platform App
Data-Centric Apps
Collaborative Apps
The Technologies Behind a Force.com Platform App
A Multitenant Architecture
A Metadata-Driven Development Model
APIs
Apex
Visualforce
Salesforce Mobile
Sites
The AppExchange Directory
About the Sample Recruiting App
About Universal Containers
Considerations for the Recruiting App
Building the App: Our Design
Custom Objects
Security and Sharing Rules
Workflow and Approval Processes
Custom Reports and Dashboards
Reviewing Database Concepts
What's a Database?
What's in a Database?
What's a Relational Database?
Summary of Database Concepts
Building a Simple App
Becoming Familiar with the Setup Area
Introducing Apps
Try It Out: Defining an App
Introducing Objects
The Position Custom Object
Try It Out: Defining the Position Custom Object
Introducing Tabs
Try It Out: Defining the Positions Tab
Becoming Familiar with Setup Detail Pages and Related Lists
Introducing Fields
Try It Out: Creating a Dependent Picklist
Introducing Custom Formula Fields
Calculating How Long a Position Has Been Open
Try It Out: Defining a “Days Open” Custom Formula Field
Try It Out: Giving Fields Dynamic Default Values
Introducing Validation Rules
Try It Out: Defining a Validation Rule for Min and Max Pay
Try It Out: Defining a Validation Rule for Close Date
Introducing Page Layouts
Becoming Familiar with the Page Layout Editor
Try It Out: Grouping Fields into a New Section
Try It Out: Adding Spaces Between Fields
Try It Out: Editing Field Properties
Expanding the Simple App Using Relationships
Introducing Relationships
Introducing Relationship Custom Fields
Try It Out: Relating Hiring Managers to Positions
Adding Candidates to the Mix
Try It Out: Creating the Candidate Object
Try It Out: Adding Fields to the Candidate Object
Try It Out: Modifying the Candidate Page Layout Properties
Bringing Candidates and Positions Together with Job Applications
Try It Out: Creating the Job Application Object
Try It Out: Adding Fields to the Job Application Object
Introducing Search Layouts
Try It Out: Adding Fields to the Candidate Lookup Dialog
Try It Out: Updating Additional Search Layouts
Managing Review Assessments
Try It Out: Creating the Review Object
Try It Out: Adding Fields to the Review Object
Introducing Roll-Up Summary Fields
Try It Out: Creating Roll-Up Summary Fields
Try It Out: Customizing the Review Object's Page and Search Layouts
Creating a Many-to-Many Relationship
Try It Out: Creating the Employment Website Object
Try It Out: Adding the URL Field to the Employment Website Object
Try It Out: Creating the Job Posting Object
Try It Out: Adding Fields to the Job Posting Object
Customizing Related Lists in a Many-to-Many Relationship
Try It Out: Customizing the Positions and Employment Websites Related Lists
Putting it All Together
Try It Out: Downloading Sample Data
Try It Out: Using the Import Wizard
Securing and Sharing Data
Controlling Access to Data in Our App
Required Permissions for the Recruiter
Required Permissions for the Hiring Manager
Required Permissions for the Interviewer
Required Permissions for the Standard Employee
So Where Are We Now?
Data Access Concepts
Controlling Access to Objects
Introducing Profiles
Standard Profiles
Introducing Permission Sets
Profiles and Permission Sets in Our Recruiting App
Try It Out: Creating the Recruiter Profile
Try It Out: Creating the Standard Employee Profile
Try It Out: Creating the Hiring Manager Permission Set
Try It Out: Creating the Interviewer Permission Set
Controlling Access to Fields
Introducing Field-Level Security
Field-Level Security in Our Recruiting App
Try It Out: Limiting Access to Fields in the Standard Employee Profile
Try It Out: Checking Field-Level Security in Permission Sets
Controlling Access to Records
Introducing Organization-Wide Defaults
Org-Wide Defaults in Our Recruiting App
Try It Out: Setting Org-Wide Defaults
Introducing Role Hierarchies
Comparing Roles, Profiles, and Permission Sets
Role Hierarchies in Our Recruiting App
Try It Out: Defining a Role Hierarchy
What's Left to be Shared?
Introducing Sharing Rules
Sharing Rules in Our Recruiting App
Try It Out: Defining a Public Group
Try It Out: Defining Sharing Rules
Introducing Manual Sharing
Try It Out: Defining a Manual Sharing Rule
Displaying Field Values and Page Layouts According to Profiles
Try It Out: Creating Record Types
Putting It All Together
Try It Out: Creating Users
Try It Out: Verifying that Everything Works
Delegating Data Administration
Overriding Sharing with Object Permissions
Delegated Administration Groups
Try It Out: Defining the Recruiting Manager Administration Group
Try It Out: Verifying that Delegated Administration Works
Summing Up
Collaborating with Chatter
Introducing Chatter
Tracking Fields on Your Objects
Try It Out: Enabling Feed Tracking on Positions and Job Applications
Following Records
Try It Out: Following a Job Application Record
Starting a Group or Two
Try It Out: Creating a Group
Using Custom Workflow and Approval Processes
Introducing Workflow
Introducing Workflow Rules
Introducing Workflow Actions: Tasks, Field Updates, and Alerts
Workflow in Our Recruiting App
Creating Workflow Rules That Assign Tasks
Try It Out: Creating the “Send Rejection Letter” Workflow Rule
Try It Out: Creating the “Send Rejection Letter” Workflow Task
Try It Out: Creating the “Extend an Offer” Workflow Rule and Task
Creating a Workflow Rule That Updates Fields
Introducing Queues
Try It Out: Creating a Queue for Positions
Try It Out: Creating a Workflow Rule That Updates Fields
Introducing Time-Dependent Workflow Actions
Creating a Workflow Rule That Sends Email Alerts
Introducing Email Templates
Try It Out: Building an Email Template
Try It Out: Creating the New Position Workflow Rule and Alert
Introducing Approvals
Planning for Approval Processes
Try It Out: Creating an Email Template for Approvals
Try It Out: Creating an Approval Process
Try It Out: Creating Approval Steps
Try It Out: Creating Approval Actions
Try It Out: Activating Our Approval Process
Analyzing Data with Reports and Dashboards
Introducing Reports
Report Formats
Setting Up the Recruiting App for Reports
Try It Out: Adding the Reports Tab
Try It Out: Creating a Recruiting Reports Folder
Creating a Summary Report
Try It Out: Creating a Summary Report
Try It Out: Adding Columns and Filters
Try It Out: Adding a Pie Chart
Creating a Matrix Report
Try It Out: Creating a Matrix Report
Try It Out: Adding Summary Fields
Try It Out: Adding a Chart and Conditional Highlighting
Introducing Dashboards
Try It Out: Creating Additional Reports
Try It Out: Adding a Table Component
Try It Out: Adding a Metric Component
Refreshing Dashboards
Introducing Custom Report Types
Creating Report Types
Look At What We've Done
Moving Beyond Point-and-Click App Development
Introducing Mash-Ups and Web Services
Introducing Visualforce
Introducing Visualforce Development Mode
Try It Out: Enabling Visualforce Development Mode
Implementing the Candidate Map
Try It Out: Creating a Visualforce Page
Try It Out: Writing Visualforce Markup
Try It Out: Adding the Map to Our Visualforce Page
Try It Out: Adding the Candidate Map to Position Page Layouts
Try It Out: Testing the Candidate Map
Implementing the Mass Update Status Button
Planning the Mass Update Status Feature
Try It Out: Creating a Custom List Button
Try It Out: Adding a Custom List Button to a Page Layout
Try It Out: Testing the Mass Update Status Feature
Taking Your App Public with Sites
Introducing Sites
Introducing Force.com Domain Names
Try It Out: Registering Your Force.com Domain Name
Try It Out: Creating a Force.com Site
Try It Out: Creating the Public Jobs Page
Setting Your Active Home Page
Granting Public Access Settings
Testing Your Site
Learning More
Developer Force
Help and Training Options
Multimedia
AppExchange Partner Program
What Do You Think?
Glossary
Index
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Salesforce Creating on Demand Apps

Salesforce Creating on Demand Apps

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