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Force.com fundamentals

Force.com fundamentals

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Published by: Shatanik Samajdwar ₰₰ on Sep 07, 2010
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07/26/2013

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salesforce.com proprietary/confidential: customer internal use only©2000-2007
- 1 -
 
Table of Contents
Table of Contents............................................................................................................1
 
Exercise 2-1: Creating a Custom Application..................................................................2
 
Exercise 2-2: Creating a Custom Object.........................................................................4
 
Exercise 2-3: Creating a Custom Tab.............................................................................6
 
Exercise 2-4: Adding Fields to a Custom Object.............................................................8
 
Exercise 2-5: Customizing a Page Layout.....................................................................10
 
Exercise 3-1: Setting Organization Wide Defaults.........................................................14
 
Exercise 3-2: Implementing Sharing Rules...................................................................16
 
Exercise 3-3: Implementing Manual Sharing.................................................................18
 
Exercise 4-1: Using the Force.com Data Loader...........................................................20
 
Exercise 5-1: Writing a Simple Console Application......................................................21
 
Exercise 6-1: Creating an Inline S-Control....................................................................27
 
Exercise 6-2: Overriding a Standard Button..................................................................29
 
Exercise 6-3: Creating Detail Button Activated S-Controls............................................31
 
Exercise 6-4: Creating a Custom Link...........................................................................33
 
Exercise 6-5: Creating a Mass Action List Button and JavaScript.................................35
 
Exercise 7-1: Completing the API SalaryConsole Application.......................................37
 
Exercise 7-2: Monitoring an API Application.................................................................39
 
Exercise 7-3: Converting the Salary App into a Standalone Web Control.....................41
 
Exercise 7-4: Converting Salary App into an Integrated Web Control...........................43
 
Exercise 8-1: Integrating a Corporate Website with the Recruiting App........................45
 
Exercise 9-1: Creating a Personal Share on the AppExchange Directory.....................47
 
Exercise 10-1: Installing the Force.com Toolkit Eclipse Plugin.....................................49
 
Exercise 10-2: Creating a Force.com Project in Eclipse................................................51
 
Exercise 11-1: Creating a Hello World Apex Class and Trigger....................................53
 
Exercise 12-1: Creating a Standalone Delete Prevention Trigger.................................55
 
Exercise 13-1: Creating an Automated Sharing Model..................................................57
 
Exercise 14-1: Creating a Test Class............................................................................59
 
Exercise 15-1: Deploying Apex into Another Salesforce Org........................................60
 
Exercise 16-1: Creating a Candidate Duplication Check...............................................62
 
Exercise 16-2: Creating a Custom Web Service for the Candidate Duplication Check.64
 
 
 
salesforce.com proprietary/confidential: customer internal use only©2000-2007
- 2 -
 
Exercise 2-1: Creating a Custom Application
Goal(s):
Create a custom Recruiting application.
Scenario:
The first step in creating any Force.com App is to create the container to hold allof the associated objects, tabs, etc. The simplest app contains only the defaultHome tab, and a default logo.
We will now create a custom Recruiting app for Universal Containers andassociate their logo with it. As we build more functionality into our app, we willadd it to this application container.
Time:
5 minutes
Instructions
1. Click
Setup | Create | Custom Apps
 2. If you see the splash page, click
Continue
 3. Click
New
 4. Step 1: Enter the Detailsa.
Label
:
Recruiting
 b.
Description
:
enter a brief description 
 c. Click
Next
 5. Step 2: Choose the Image Source for the Custom App LogoClick
Insert an image
 a.
File Location
:
Corporate Graphics
 b. Click the link for the
Universal containers.gif
filec. Click
Next
 6. Step 3: Choose the Tabsa. Select
Reports
,
Documents
,
Dashboards
,
Interviewers
,
Candidates
,
Positions
, and
Job Applications
from the
Available Tabs
and move themto the
Selected Tabs
boxb. Click
Next
 
 
 
salesforce.com proprietary/confidential: customer internal use only©2000-2007
- 3 -
 
7. Step 4: Assign to Profilesa. Make the app visible to all profiles by checking the
Visible
checkbox in thecolumn headerb. Make default for
Hiring Managers
 c. Click
Save
 
Review
1. How do you switch applications as a user in the Salesforce user interface? ________________________________________________________________  ________________________________________________________________ 2. Can a Salesforce object exist independent of an application? ________________________________________________________________  ________________________________________________________________ 

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