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SG CertifiedDeveloper

SG CertifiedDeveloper

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Salesforce.com Certified Force.

com Developer

Study Guide
Summer ’11

STUDY GUIDE

0

Salesforce.com Certified Force.com Developer – Study Guide

Contents
ABOUT THE SALESFORCE.COM CERTIFIED FORCE.COM DEVELOPER PROGRAM................................................................................1 SECTION 1. PURPOSE OF THIS STUDY GUIDE..............................................................................................................................................1 SECTION 2. AUDIENCE DESCRIPTION: SALESFORCE.COM CERTIFIED FORCE.COM DEVELOPER .......................................................1 SECTION 3. ABOUT THE EXAM ......................................................................................................................................................................2 SECTION 4. RECOMMENDED TRAINING AND REFERENCES....................................................................................................................2 SECTION 5. EXAM OUTLINE ...........................................................................................................................................................................2 SECTION 6. SAMPLE EXAM QUESTIONS......................................................................................................................................................4 SECTION 7. ANSWERS TO SAMPLE EXAM QUESTIONS ............................................................................................................................5 SECTION 8. MAINTAINING A CERTIFICATION..............................................................................................................................................5 SECTION 9. SUPPLEMENTAL STUDY MATERIAL...........................................................................................................................................6

TRAINING & CERTIFICATION

1

will be evaluated and scored as the final portion of the Salesforce. The candidate will be given the evaluation criteria and detailed instructions on how to complete and submit the final working application. the recommended training and documentation. The program encompasses the breadth of application development on the Force. The candidate has successfully completed the Building Applications with Force. This exam is a prerequisite to the Salesforce. The Salesforce.com cloud platform. The Salesforce. Section 1.com Developer Program The Force.com Advanced Developer credential will be granted to a candidate upon successful completion of all parts of the program.com or an Authorized Training Center or possesses equivalent experience and knowledge.  2. including Force.com platform. The Salesforce.com pages. This guide provides information about the target audience for the certification program.com Certified Force.com pages (Visualforce). This study guide provides information about the Salesforce.com Developer – Study Guide About the Salesforce. the programmatic capabilities of Force.com Developer exam.  The Salesforce. Audience Description: Salesforce. The essay exam. and application development lifecycle management with cloud computing development as a service. and self-study to maximize your chances of passing the exam.com Advanced Developer exam. certification candidates who have passed the Salesforce.com platform. The Advanced Developer programming assignment: At scheduled times throughout the year.com Certified Force.com Developer certification exam encompasses the declarative capabilities of the Force.com code and Force. skills.com platform.com Certified Force. course attendance. including practical application of the skills and concepts noted in the exam objectives below.com Developer exam is intended for an individual who has experience developing custom applications on the Force.com certification program is for individuals who want to demonstrate their knowledge.com Certified Force. in combination with the programming assignment.com Certified Force.com Developer exam.com Certified Force. To earn this credential.com Certified Force.com Certified Force. and capabilities to build custom applications on the Force. including the declarative capabilities. The Advanced Developer essay exam: Upon submission of the programming assignment.com Advanced Developer credential encompasses the programmatic capabilities of the Force. The programming assignment is completed at the candidate’s own pace and doesn’t require working at a proctored site.com code (Apex) and Force. The candidate: TRAINING & CERTIFICATION 1 . Section 2. Salesforce. This portion of the credential program must be passed successfully to move on to the next portion: the programming assignment.com Certified Force.com Certified Force. the candidate will be required to complete a short-answer proctored exam that covers the specifics of the programming assignment. The candidate will need to go to a testing center and complete the essay exam. Purpose of this Study Guide This study guide is designed to help you evaluate if you are ready to successfully complete the Salesforce. there will be a deadline for assignment completion.com Developer The Salesforce.Salesforce.com Certified Force.com Certified Force. a candidate must successfully complete three activities: 1.com course (DEV 401) from salesforce.com Advanced Developer certification program.com Advanced Developer exam: A multiplechoice/multiple-select proctored exam. and a complete list of exam objectives—all with the intent of helping you achieve a passing score.com highly recommends a combination of on-the-job experience. A set of requirements and development parameters will be sent to the candidate.com Advanced Developer exam will be given the opportunity to complete the second portion of the credential program: the programming assignment. a candidate must successfully complete the exam.com platform. To achieve this credential. However. and the candidate will have a fixed amount of time to complete and submit the assignment.com Certified Force. 3.

A candidate should have hands-on experience developing custom applications on the Force.com Certified Force. Has broad knowledge of the declarative functionality of the Force.com Developer exam has the following characteristics:      Content : 60 multiple-choice/multiple-select questions Time allotted to complete the exam: 90 minutes Passing score: 68 percent References: No hard-copy or online materials may be referenced during the exam Prerequisites: None required.com Certified Force. can describe various use cases for this functionality. To register.com Fundamentals Section 5. or use the Force. determine whether sufficient information is available to plan/build/design an application Overview of Force. Has invested time in studying the materials from the course and the additional required study materials provided by salesforce.com Developer exam measures a candidate’s knowledge and skills related to the objectives listed below. Can identify appropriate solutions to specific business challenges/process requirements by applying knowledge of these features in the current version of the Force.com (DEV 401). Exam Outline The Salesforce.com Developer – Study Guide   May not necessarily manage or configure a standard Salesforce CRM application.com code or Force. go to www.com platform.com IDE or Web Services API.com platform.     A candidate for this exam is not expected to be able to develop code using the Apex programming language.com Training and Certification recommends the following as preparation for this exam:   Building Applications with Force.com Platform List and describe the steps required to design and deploy a successful application built using the Weighting 5% 5% TRAINING & CERTIFICATION 2 .com pages.com Certified Force.com/training. Recommended Training and References Salesforce. but has experience with the Salesforce user interface and data model. course attendance highly recommended Section 4. candidates are not expected to be able to package or migrate applications. Objective Application Design List and describe components of an application Describe the model-view-controller design paradigm Given a scenario. Is capable of designing and developing reports/analytics. About the Exam The Salesforce. and can use this functionality to create applications using the standard Salesforce interface. Has a good understanding of the capabilities of the declarative functionality and can identify what application design specifications require the use of Force. Section 3. Force. Additionally.salesforce.com platform and have demonstrated the application of each of the features/functions below.com. administer any standard Salesforce CRM application.Salesforce.

encrypted fields.com pages can extend the user interface in the declarative framework and when to do so Describe the capabilities and functionality of Force. describe how to create relationships. roles) to provide appropriate permissions and data access in a custom app List and describe optional (Salesforce-enabled) features for managing the application (e. select the features required to create a functional data model for a business application Describe the properties and implications of choosing one object relationship type over another and distinguish among relationship types Given a scenario.com code Data Management List and describe the capabilities and constraints of import wizards List and describe the capabilities and constraints of API-based tools for managing data List and describe the functions of the Force.com platform Data Model Describe how to create a functional data model for a business application Given a scenario. and determine which relationship should be recommended List and describe the features used to set permission and data access in a custom app Given a scenario. applications.com platform List and describe the building blocks of an application provided by the Force.com Data Loader Describe use cases and functions of external IDs and upsert Given a scenario. what can and can’t be done in a page layout) Describe use cases for how Force. determine appropriate uses of the GUI and command-line interface for the data loader Describe the characteristics of Force. create audit fields.com record IDs Reporting and Analytics List and describe capabilities and constraints of reports and analytics of the Force. multicurrency) User Interface List and describe the components of any Force. distinguish among object relationship types.com approval processes Given a scenario. determine which Force. select the appropriate features of Force.com Certified Force.g. list views) Given a scenario..g. determine methods for analyzing and displaying data 10% 10% 23% 15% 32% TRAINING & CERTIFICATION 3 . profiles.com platform Given a scenario.g. and workflow rules Given a scenario.com Developer – Study Guide declarative capabilities of the Force.. detail pages.com feature to use to solve a business requirement and/or describe how to apply the solution List and describe the capabilities of the Force. defaults.g.com approval processes to satisfy business requirements List and describe the features of the Force..com sites Business Logic List and describe how to create formulas.. determine the capabilities and constraints of the declarative framework for building a user interface (e. tabs. validation rules.com application user interface (e. select the appropriate feature (e.com platform for debugging and monitoring automated business processes Describe use cases for extending business logic through Force.Salesforce.

Universal Containers uses a custom position object to track positions. What will happen if the expiration date of a position is extended by 30 days? A. B. A group of executives has requested a convenient way to see daily metrics without having to log in to Salesforce. Create a Workflow rule that sends a link to the dashboard in an email. 1.com Developer – Study Guide Section 6. C. C. When would a developer use upsert and external IDs? (There are two correct answers. Sample Exam Questions The following questions are representative of those on the Salesforce. An email will not be sent. D. C.com Certified Force. Within a custom recruiting application. It can only be included in custom applications. To use the Web Services API to query for data. TRAINING & CERTIFICATION 4 . It can only be included in one application. An email will be sent 15 days before the updated expiration date.com Developer exam. 4. To migrate customizations from sandbox to production. B. B. Set the users’ home page layouts to include a dashboard.Salesforce. but should be used to become familiar with the types of questions on the exam.com Certified Force. An email will be sent on the original expiration date. C. Schedule the dashboard for daily refresh and email distribution. C. child records are not deleted. The actual exam questions may be more or less difficult than this set of questions. B. It can only be included in standard applications. To load related records without knowing Salesforce record IDs. D. To integrate with an external system. How would a developer accomplish this goal? A. D. A Workflow Rule is in place to send an email to the hiring manager listed on a position 15 days before the expiration date. An email will be sent 15 days before the original expiration date. 2. It can be included in as many applications as desired. Lookup. Which relationship should the developer choose? A. These questions are not designed to test your readiness to successfully complete the certification exam. Positions expire 90 days after they have been approved. D. A developer wants to ensure that when a parent record is deleted.) A. D. 5. Master-detail Many-to-many Master-to-master 3. B. Which statement is true about a custom tab? A. Create a series of daily recurring events providing the dashboard link.

2. 3. release-specific Salesforce. TRAINING & CERTIFICATION 5 . The initial cost of the certification includes the Salesforce.com Certified professionals will be notified automatically when new release training material and exams become available. 5. Salesforce. 4. to keep the certification current. B A C A.com Certified Force. Answers to Sample Exam Questions 1. an annual maintenance fee of $100 will be charged when registering for every third release exam.com Developer exams is required to maintain this credential.com product releases throughout the year.Salesforce.com Developer exam plus two online release exams. In subsequent years. Maintaining a Certification Successful completion of online.com Certified Force. Release exams are published three times a year for each of the Salesforce. C C Section 8. The maintenance fee includes the three release exams and access to the supporting training material.com Certified Force.com Developer – Study Guide Section 7.

In preparing for the Salesforce. For example. review the Force. A meaningful description will help you remember the differences between your custom objects when you are viewing them in a list.com Fundamentals book or PDF. and Developer Editions User Permissions Needed "Customize Application" Define custom objects to track and store data unique to your organization. Group." A unique name used to refer to the object when using the Web Services API. Unlimited.com Developer – Study Guide Section 9. not end with an underscore. not include spaces. To create a custom object: 1. or click Edit to modify an existing custom object. Note that this material is complementary to the Force. and study this supplemental material. you are not prompted for gender when creating a custom object. It must be unique. Your personal language preference setting does not affect whether the field appears. 3. The plural name of the object. If it is appropriate for your organization’s default language. Enter the following: Field Description Label Plural Label Gender A name used to refer to the object in any user interface pages. and detail pages. The materials mentioned above make up the full reference set. If you create a tab for this object. 2. and not contain two consecutive underscores. Note: This material is supplemental only. begin with a letter. see Salesforce Editions and Limits. Enterprise.com Essentials course materials and doesn’t cover the same material. Section 9-1. as well as list views and Setting related lists. It doesn’t include all topics or items on the exam.com Developer exam. The Object Name field can contain only underscores and alphanumeric characters. For the total number of custom objects you can create. Supplemental Study Material The following information is drawn from Help & Training in Salesforce and is provided as supplemental study material. In managed packages. check if your label should be preceded by "an" instead of "a. This field appears if the organization-wide default language expects gender. Choose Open the standard Salesforce Help & Training window if you want to display the basic Salesforce help available for any custom object record. this unique name prevents naming conflicts on package installations. Choose Open a TRAINING & CERTIFICATION 6 . To create and edit custom objects: Starts with a vowel sound Object Name Description ContextDefines what displays when users click the Help for this Page context sensitive help link from Sensitive Help the custom object record home (overview). if the organization’s default language is English and your personal language is French. Click Your Name | Setup | Create | Objects.com Certified Force. edit. Professional. Custom Objects Available in: Contact Manager.com Certified Force. please study the material in the ―Force. specify the gender of the label. this name is used for the tab.com Essentials‖ student manual. An optional description of the object. If it is appropriate for your organization’s default language. Click New Custom Object.Salesforce.

This option allows you to attach external documents to any object record. Allows users to be able to attach notes and attachments to custom object records. and search results. For more details about display format options. History data is available for reporting. list views. see Deploying Custom Objects. The name used in page layouts. Indicates whether the custom object is visible to other users. list views. and other areas within Salesforce. When the custom object has a master-detail relationship with a standard object. and what the value of the field was before and after the edit. in much the same way that you 7 Track Field History Deployment Status Add Notes & TRAINING & CERTIFICATION . or is a lookup object on a standard object.com Developer – Study Guide Field Description window using a Force. It always opens the Salesforce Help & Training window. Enables your organization to track changes to fields on the custom object records. You can have up to two sets of curly braces. Allow Activities Enable Divisions Allows users to associate tasks and scheduled calendar events related to the custom object records. The type of field (text or auto-number) for the record name. such as who changed the value of a field. and if the custom object is the master in a master-detail relationship. any custom objects on the detail side also get the Division field and inherit their division from the master record. Display Format For a Record Name of type auto-number. For more information. Salesforce adds a Division field to the custom object. To create reports on custom objects.com Certified Force. An auto-number is a unique number assigned automatically. see Custom Field Attributes.com page or s-control you select as the context-sensitive help link from any custom object record page. so users can easily create audit trail reports when this feature is enabled.Salesforce. Starting Number Allow Reports For a Record Name of type auto-number. see Custom Help Overview. when it was changed. For more information on creating custom help. Note:The Help & Training link at the top of any page is not affected by this setting. select the standard object for the report type category instead.. enter the number to use when creating your first record for this custom object. select this option to enable the custom object for divisions. It is always a read-only field. For more information. choose the Other Reports report type category unless the custom object has a relationship with a standard object. see Notes on Enabling Activities for Custom Objects. Records that have unique IDs instead of names use auto-numbers. Divisions group records for simplified search results. reports. Makes the data in the custom object records available for reporting purposes. Custom SControl Record Name Data Type The S-control you have defined that contains the help content for this custom object. enter a display format. If your organization has divisions enabled.com page or Open a window using a custom S-control to display the Force. related lists.

For more information.‖ and ―Modify All‖ permissions for that object are disabled for any profiles in which ―View All Data‖ or ―Modify All Data‖ is disabled. Unlimited. To enable access to custom objects. Tip: If enhanced profile list views are enabled for your organization.‖ ―Create.‖ ―View All. can add a PDF or photo as an attachment to an email. when you create a custom object.‖ and ―Delete‖ permissions for that object are enabled for all profiles.‖ ―Create. Launch the New Starts the custom tab wizard after you save the custom object. simply edit their profiles. and Developer Editions. Edit the users' accounts. the ―Read. For users with custom profiles. do one of the following: For users with standard profiles: Clone the profiles of the users whose object permissions you want to change. TRAINING & CERTIFICATION 8 . Group. Delegating Custom Object Administration After you create a custom object.. This option is only available when you are creating a new object. enabling the permissions you want. you can define queues to distribute ownership of custom object records to your users. Custom Tab Wizard Click Save.‖ ―Edit. You can change these permissions in custom profiles.com Certified Force. the ―Read. assigning the appropriate cloned custom profiles.Salesforce. Edit the custom profiles. and Professional editions. Queues After you create a custom object. you can delegate the administration of the custom object to other non-administrator users. enabling the permissions you want. That is.. Sharing Model The data sharing model for all custom objects is controlled by an organization-wide default setting. Note: In Contact Manager.com Developer – Study Guide Field Description Attachments. but not standard profiles. you can change permissions for multiple profiles from the list view. when you create a custom object. Search Custom object records appear in search results only if they have a custom tab.‖ ―Delete. Notes on Custom Objects Object Permissions In Enterprise.‖ ―Edit. see Custom Object Security. users with standard profiles (except System Administrator) can't access new custom objects—you must assign them custom profiles and edit the profiles.

the opportunity close date determines which conversion rate to use when displaying currency amounts.com Certified Force. Editing Dated Exchange Rates. Professional.Salesforce. To use multiple currencies: Contact salesforce. Dollars‖ so that the Annual Revenue shows in dollars for one of your American accounts. forecasts. account. Designate your corporate currency. opportunities. Users can also create opportunities and enter amounts using other active currencies. if you have enabled advanced currency management. Amounts in reports are shown in their original currencies. and other currency fields. Annual Revenue Converted— which will show amounts in the currency you select from the Display Currencies Using drop-down list. To use dated exchange rates. All conversion and roll-ups happen automatically. reports. The default value for the drop-down is your personal currency. For example. contact. currency amounts are not converted. reports. and other data. All currency amounts are displayed in the default currency of the record as well as in the personal currency of the user. forecasts. The administrator also maintains the list of active currencies and their conversion rates relative to the corporate currency. See Activating and Deactivating Currencies. forecasts. quotes.com Developer – Study Guide Section 9-2. quotes. opportunity. For any amount. Multi-Currency might be enabled over the next weekend to avoid performance issues during the work week. they simply display with the new currency code. Note: For large organizations. See Setting Corporate Currency. For managers. The active currencies represent the countries in which the organization does business. In forecasts. Using Multiple Currencies International organizations can use multiple currencies in opportunities. enable advanced currency management. See Editing Conversion Rates and. quotes. you can set the Account Currency to ―USD-U. Enterprise. Multiple Currencies Available in: Group. and Developer Editions User Permissions Needed To view currencies: To change currencies: “View Setup and Configuration” “Customize Application” Your organization can set up the ability to use multiple currencies in opportunities. their team’s opportunities. Every lead.com to enable Multi-Currency for your organization. Set conversion rates for new currencies. Unlimited. TRAINING & CERTIFICATION 9 . and other data is converted and rolled up to the manager’s personal currency.S. which is used as the default currency in his or her own quotas. Every user also has a personal currency. but can be displayed in any active currency. and reports. and case has a field that specifies the currency to use for all amount fields in that record.‖ which reflects the currency of the corporate headquarters. You can change the currency used for report totals by selecting a currency from the Display Currencies Using drop-down list on the Select Criteria page of the report wizard. Activate additional currencies for your organization. you can also choose to display the Converted column—for example. quotes. When you change the default currency of a record. The administrator sets the ―corporate currency. forecasts. Note: If your organization uses advanced currency management. The manager can also drill down to see the data in its native currency. Only active currencies can be used in currency amount fields. currency amounts are automatically converted to the user’s personal currency.

the Currency ISO Code column applies to both an account and its associated contact. Currency codes are three letter codes that follow an international standard. Professional.S. You cannot specify different currencies for associated accounts and contacts. dollars. For more information. if a script references theAccount Currency field (represented as CurrencyIsoCode in the code). Enterprise. all amounts in new accounts and contacts are imported in your personal currency. dollars. if your file has 100 and your personal currency is U. if your file has AUD 100 for 100 Australian dollars but AUD is an inactive currency for your organization. and your import file has 100 as the annual revenue of an existing account with Account Currency of euros. For example. leads. This is also true for cross-object formulas that reference merge fields with different currencies. Import My Accounts and Contacts For personal imports. your personal currency is used. If the result of a formula field is a currency amount. When import updates amounts in existing records.S. TRAINING & CERTIFICATION 10 . However. For example. Using one currency for accounts and contacts – If you are importing accounts and contacts. Omitting the Currency ISO Code column – When creating new records via importing. For example. For example. For example.com Apex Code Overview. dollars (currency code = USD). The following rules apply: Entering currency codes – Enter a currency code in the Currency ISO Code column in your import file. you can import amounts in different currencies. if your personal currency is U. or solutions for your organization. your personal currency will be used instead. Entering inactive currencies – If you enter an inactive currency in your import file. Organization Import When importing accounts. contacts. USD is the currency code for U. you can specify the currency type for amount fields using the Currency ISO Code column in your import file. dollars. and Developer Editions If your organization has set up the ability to use multiple currencies. custom objects. this is imported as USD 100. amounts will not be modified. Updating the currency code – When updating the currency code but not the currency amount for existing accounts and contacts. assuming your personal currency is U. the amounts in your file are converted from your personal currency to the currency of the account or contact. Click Your Name | Setup | Company Profile | Manage Currencies to see a list of valid codes for your organization. and formulas in workflow rules and approval processes. then the new Annual Revenue value of the account will be EUR 92. note that workflow rules and approval processes that use filters instead of formulas convert all currency values to the corporate currency.S. the existing amount is not converted to the corresponding number in the new currency. However. assuming a conversion rate of 0.com Developer – Study Guide Custom formula fields are not tied to any particular currency.S. Importing Multiple Currencies Available in: Group. then it is imported as USD 100. it displays in the currency of the associated record. Unlimited. if you do not use the Currency ISO Code column or fail to map it. multiple currencies cannot be disabled. see Force. You cannot disable multiple currencies for your organization if the currency fields are referenced in an Apex script.Salesforce.com Certified Force.92 and ―EUR‖ as the currency code for euros.

Salesforce. users can quickly find. For example.com Support. CreatedDate. TRAINING & CERTIFICATION 11 . Section 9-3. salesforce. Administrators choose the information displayed in the console to accommodate users’ varied and evolving business needs. any amounts are interpreted as having the existing currency of the record. if you want users to see list views of cases and contacts in the console.com Developer – Study Guide When updating existing records via importing. The Console The console is a tab that combines a list view and related records into one screen with different frames so users have all the information they need when interacting with Salesforce. and a number of other fields on most objects that were previously read-only. if you do not use the Currency ISO Code column or fail to map it. view. Console layouts define what objects are available to users in the console’s list view frame. records will appear to have been created at their original created time from your old system.com can’t guarantee that the records will have the correct data in these audit fields because they can be set on create. and contacts with fewer clicks and without switching back and forth between screens. the API lets customers set the CreatedBy. and then assign that console layout to the appropriate user profiles. you’ll only be able to set them on create. then you would add both cases and contacts to a console layout. A user can only view objects in the console’s list view frame if those objects are added to the console layout to which his or her profile is assigned. LastModifiedByID.com Certified Force. you’ll be able to set these fields when creating the record. Once the feature is enabled. this amount is interpreted as EUR 100. accessed by clicking Setup | Customize | Console | Console Layouts. From the console layouts list page. The objects that you can edit these fields on are:         Account Opportunity Contact Lead Case Task Event Custom Objects To enable this feature. With the console. By setting these fields. not update. if your file has 100 for a record that has a currency of EUR (the currency code for euros). LastModifiedDate. if this feature is enabled. please contact Salesforce. When you’re migrating data from an external system. Because these fields are intended to be audit fields. Also. System Fields Salesforce has the ability to set system fields through the API. accounts. For example. you can:     Click New to create layouts Click Edit to modify a layout Click Del to delete a layout Click Console Layout Assignment to assign console layouts to profiles Section 9-4. and edit records such as cases.

Use validation rules. outbound messages. and Web-to-Lead and Web-to-Case forms. and rule filters. If you have created encrypted custom fields. field-level security settings. Encrypted fields are not available in the following: Salesforce Mobile. roll-up summary fields. first clone your profile and remove the ―View Encrypted Data‖ permission from the cloned profile. Encrypted custom fields cannot be unique. then assign yourself to the cloned profile before granting login access to the other user. Only users with the ―View Encrypted Data‖ permission can clone the value of an encrypted field when cloning that record. To avoid this. lead conversion. salesforce.com. or symbols but are encrypted. Salesforce Connect for Outlook.com Certified Force. reports. numbers. Encrypted fields cannot be used to define report criteria but they can be included in report results. Salesforce Connect for Lotus Notes. The value of an encrypted field is only visible to users that have the ―View Encrypted Data‖ permission. You can use encrypted fields in email templates yet the value is always masked regardless of whether you have the ―View Encrypted Data‖ permission. Section 9-5.com recommends that this feature only be enabled while you’re doing data migration. If you do not have the appropriate permissions to clone and change your profile.Salesforce. contact your administrator for assistance.com Support and requested by an administrator in the organization. The feature must be enabled by Salesforce. be aware that the other user will be able to see encrypted fields unmasked (in plain text). or have default values. In certain cases (such as routinely copying new data from an external system to Salesforce) this feature can be enabled permanently. Encrypted Custom Fields Encrypted custom fields are text fields that can contain letters. Before you begin working with encrypted custom fields.com Developer – Study Guide In general. or page layout settings to prevent users from editing encrypted fields. formula fields. default values. Encrypted fields are encrypted with 128-bit keys and use the AES (Advanced Encryption Standard) algorithm. see ―Setting Session Security. TRAINING & CERTIFICATION 12 . Salesforce Connect Offline. workflow rule criteria or formulas. To enable this setting for your organization. While other text fields can contain up to 255 characters.     Best Practices  Encrypted fields are editable regardless of whether the user has the ―View Encrypted Data‖ permission. make sure your organization has secure connections using SSL (Secure Sockets Layer) enabled. Encrypted fields are not available for use in filters such as list views. review the following implementation notes and best practices: Implementation Notes         To enable encrypted fields for your organization. contact salesforce.‖ If you have the ―View Encrypted Data‖ permission and you grant login access to another user. an external ID. encrypted text fields are limited to 175 characters due to the encryption algorithm. Encrypted fields are not searchable but they can be included in search results.

and when synchronizing data. page layouts control which fields users can access in related lists.‖ In Professional.com pages. administrators have access to import into any field. Unlimited.    Section 9-6. Data for encrypted fields in the debug log is masked. Tagging. Unlimited. Page Layouts When customizing page layouts for tasks.com Certified Force. see ―Customizing Search Layouts. Existing custom fields cannot be converted into encrypted fields nor can encrypted fields be converted into another data type. Also. Group. a link will display on the person account edit page that lets you copy the billing address to the shipping address. To encrypt the values of an existing (unencrypted) field. list views. Use validation rules to ensure that the data entered matches the mask type selected. export the data. and leads. S-controls. create an encrypted custom field to store that data. an equivalent link appears if you add Other Address to the Address Information section. and Professional Editions.Salesforce.  TRAINING & CERTIFICATION 13 . and import that data into the new encrypted field. However. and standard field customizations are not included on page layouts for the user object. In Enterprise. custom links. see ―Creating Tasks. contacts. individual users can customize which tabs and related lists display for their personal use. and Developer Editions. In Personal. Note that a user’s personal preference for defaulting the state of the checkbox takes precedence over the organization-wide setting. and Developer Editions.‖ Page layouts for the user object only include custom fields. contact custom links and custom buttons aren’t available. custom buttons. You can define mini page layouts for the user object. Also. field-level security is only available for custom fields on the user object. however. custom links.com code scripts. you can select the following checkboxes:   Show Task Email Notification – This checkbox controls whether the Send Notification Email checkbox displays when users create or edit a task. and Force. see ―Defining Mini Page Layouts. related lists. For information on setting which fields display for users in search results. Select Task Email Notification – This checkbox by default controls whether the Send Notification Email checkbox is selected by default when users create or edit a task. Also. email and mail merge templates.‖ When editing a person account page layout:  If you add Shipping Address next to Billing Address in the Address Information section. Salesforce Connect Offline. Both work regardless of whether the user has the ―View Encrypted Data‖ permission. Mask Type is not an input mask that ensures the data matches the Mask Type. a customized mini page layout will not display in the console.‖ In the organization-wide import wizards for accounts. Enterprise. you can’t add standard fields or related lists. see ―Customizing Your Display.com Developer – Study Guide  You can still validate the values of encrypted fields using validation rules or Force. For more information. Use encrypted custom fields only when government regulations require it because they involve additional processing and have search-related limitations. For more information. even if a field is hidden or read-only in their page layout or field-level security settings. Contact fields and related lists are available on person account page layouts. For more information. this access is controlled by field-level security. reports. Individual users can import only into the fields that are accessible to them via their page layout or field-level security settings.

For example. What is Force. With Force.com Pages Markup Force.com Page Controllers A Force. For implementation tips and best practices on custom buttons. The behavior of Force. efficient application interaction Force.com pages (Visualforce)? Force.com page controller is a set of instructions that specify what happens when a user interacts with the components specified in associated Force.com code:  A standard controller consists of the same functionality and logic used for a standard Salesforce page. A page definition consists of two primary elements:   Force.‖ If you use the original page layout editor to view a page layout that was created in the new page layout editor. create an account custom button for the detail page and a contact custom list button before putting them both on an account page layout. 14 TRAINING & CERTIFICATION . A developer can either use a standard controller provided by the Force. the original page layout editor will show any blank spaces you added.com pages. JavaScript. a related list. you can drag a custom S-control to any field section on the page layout. For example. but not to a Related List Section or Button Section.com pages markup language. such as when a user clicks a button or link. What is a Force.com page components can either be controlled by the same logic used in standard Salesforce pages.com page results in the same behavior as clicking Save on a standard Account edit page.com page markup A Force.com pages tag corresponds to a coarse or fine-grained user interface component. or any other Web-enabled code embedded within a single <apex:page> tag. if you use the standard Accounts controller. you can:    Create custom user interfaces (UIs) that easily leverage standard Salesforce styles Create custom UIs that replace the standard Salesforce styles Build wizards and other navigation patterns that use data-specific rules for optimal. Create the appropriate buttons before editing your page layout. each Force.com page definition. The markup defines the UI components that should be included on the page and the way they should appear. custom UIs that can be hosted natively on the Force.com platform or add custom controller logic with a class written in Force.com pages is a framework that lets developers build sophisticated. You can’t move or add blank spaces in the original page layout editor.Salesforce. The Force. Force.com Developer – Study Guide You can only move some items to certain sections on the page layout.com page controller Force. For example.com platform.com pages tags. clicking a Save button in a Force.com code (Apex).com pages to create a Force.com pages framework includes a tag-based markup language similar to HTML. Controllers also provide access to the data that should be displayed in a page and can modify component behavior. but you can remove them by dragging them to the box on the right.com pages (Visualforce) uses a tag-based markup language to give developers a more powerful way to build applications and customize the Salesforce user interface. or developers can associate their own logic with a controller class written in Force. In the Force. or a field. such as a section of a page. see ―Custom Button Considerations.com page? Developers can use Force.com pages markup consists of Force.com page markup.com Certified Force. HTML.

com code that implements all of a page’s logic. and other files Tools – Download tools that can assist you with building. Extensions let you leverage the functionality of another controller while adding your own custom logic. testing.com classes. you can define new navigation elements or behaviors. the standard controller executes in user mode.com code Section 9-8.com page that respects user permissions.com code that adds to or overrides behavior in a standard or custom controller. such as the New button for accounts or the Clone button for contacts Override tab overview pages. Creating Email Alerts for Workflow. you can specify whether a user can execute methods in a controller extension based on the user’s profile.com Developer – Study Guide  A custom controller is a class written in Force.com Classes – Define Force.jar files). without leveraging a standard controller. JavaScript programs. images. If you use a custom controller. such as the Accounts tab home page Define custom tabs Embed components in detail page layouts.Salesforce. debugging. Like other Force. These tools require some programming knowledge: Force. stylesheets. or Milestones Available in: Enterprise.zip and . Because standard controllers execute in user mode—in which the permissions.com pages be used? Developers can use Force. Although the extension class executes in system mode. Approvals. Unlimited. Where can Force. including archives (such as . You can specify whether a user can execute methods in a custom controller based on the user’s profile. but you must also reimplement any functionality that was already provided in a standard controller.com page components you can use in one or more Force. custom controllers execute entirely in system mode. and sharing rules of the current user are enforced—extending a standard controller lets you build a Force. and deploying Force. Development Tools The Force.com pages that display your custom user interfaces S-controls – Upload content such as Java applets or Active-X controls for use in dynamic custom links or Web tabs Static Resources – Upload content you can reference in a Force. and Developer Editions TRAINING & CERTIFICATION 15 .com classes you can use to add additional business logic to your custom applications API – Download WSDL files that let you integrate external applications with Salesforce Components – Define custom Force.com page. field-level security.com pages in ways similar to S-controls to:     Override standard buttons.com classes that can process inbound email Pages – Define Force. in which the object and fieldlevel permissions of the current user are ignored.com pages Email Services – Define Force.com Certified Force. As with custom controllers.com platform includes the following tools in Setup | Develop.  A controller extension is a class written in Force. similar to the way inline S-controls can be embedded Section 9-7.

begin with a letter. cases. a milestone. Note:If the email template you choose contains approval merge fields named {!ApprovalRequest. Tip: To create workflow rules for case comments so that comments added to cases send email alerts when a rule is triggered. Also.field_name}. emails are only sent when the rule is associated with the account object or any of its immediate child objects.com Certified Force. contracts. these fields will return values only when that email template is used as the approval assignment template. For milestones on entitlement processes. click Your Name | Setup | Create | Workflow & Approvals | Email Alerts. If available. and not contain two consecutive underscores. click Your Name | Setup | Customize | Entitlement Management | Entitlement Processes. The object is read only if the new email alert is associated with an approval process or workflow rule for a particular object. Click New Email Alert. not include spaces. such as one for Campaigns and one for Opportunities. however. For example. if you select Contract. The Unique Name field can contain only underscores and alphanumeric characters. select Case Comment in the Object drop-down list when creating a new workflow rule.Salesforce. TRAINING & CERTIFICATION 16 “Customize Application” “Customize Application” . The options are: Account Owner – The user listed as the account owner of either the account itself or the account associated with the record. Enter a unique name to refer to this component in the Web Services API and to prevent naming conflicts for managed package installations. The requirement for uniqueness is only within the selected object type. choose an entitlement process. opportunities. Configure the email alert: Enter a description for this email alert. Salesforce sends the email alert to the record owner instead. This option only works for email alerts on accounts. If you select another type of object or the associated account does not have an account owner. you can define the contract signer as a recipient. you can define the recipients of this email alert using contact and user lookup fields that are relevant to that object. an account owner must be specified for the associated account. and any custom object that is a child of the account object. Check the Protected Component check box to mark the alert as protected. Salesforce uses this object when generating merge field values for email templates with workflow rules and approval processes. Choose an email template. Account Team – All users assigned to a particular account team role. choose the object for this email alert. provided they are defined for different objects.com Developer – Study Guide User Permissions Needed To create or change workflow rules: To create or change email alerts: To create email alerts: For workflow and approvals. Note: The Account Team option is always available. If you use the template for any other email alert action—in either workflow rules or approval processes—the merge fields will return a null value. It must be unique within the selected object type. You can have actions of the same type (for example. and click Add Workflow Action. two email alerts) with the same unique name. not end with an underscore. Also. contacts. Select who should receive this email alert.

Creator – The user who created the record. Note: The Sales Team option is always available. A previously configured and verified organization-wide address. For example. change the From Email Address to: The email address of the default workflow user. Sales Team – A member of the sales team. such as the Email field on lead records or custom email fields. Role and Internal Subordinates – All users in a particular role. Role – All of the users assigned a particular role.com Developer – Study Guide Case Team – All users assigned to a particular case team role. Public Groups – The users in a particular public group. it only works for email alerts configured for opportunities. Customer Portal User – All users associated with a Customer Portal. which is the email address of the person who updates the record.com) instead of the default From field. however. Email Field – An email address field on the selected object. Note: When creating email alerts for campaign members. Partner User – All users associated with a partner portal. you can select the Customer Signed By field for contracts that contain the name of the contract signer. It does not work for email alerts configured for child objects of opportunities. For example. Portal Role – All users assigned to a particular portal role. excluding partner portal and Customer Portal users. Only verified organization-wide email addresses display in the From Email Address picklist. Related User – An associated user on the record. TRAINING & CERTIFICATION 17 . plus all users in roles below that role. plus all users in roles below that role.Salesforce. Users – A particular user. contract records have an Activated By field that contains the name of the user that activated the contract. Role and Subordinates – All users in a particular role. Related Contact – An associated contact on the record. Optionally. Owner – The record owner. This allows you to use a standard global email address for your organization (such as support@company. Select the recipients who should receive this email alert in the Available Recipients list and click Add. The recipients that match your search results appear in the Available Recipients list.com Certified Force. Optionally. Salesforce clears the Selected Recipients list. Related Lead or Contact Owner – A campaign member's lead or contact owner. Note: If you change the object after selecting recipients. plus all users in roles below that role. Portal Role and Subordinates – All users assigned to a particular portal role. enter up to five additional email addresses. Email Field refers to the email field on the lead or contact that the campaign member is based on.

user-defined methods. associate them with a workflow rule. that is. When exporting data.com code lets developers add business logic to most system events.000 or more records You need to load into an object that isn’t yet supported by Web-based importing You want to schedule regular data loads. If no queue email is specified. 2. Force. variables.com code (Apex) is a Java-like.com code objects. Section 9-10. You can still customize individual email alerts to use a different From Email Address. When importing data. or entitlement process.com code scripts generally run in system context. and static initialization code under Setup | Develop | Apex Classes. exception types. the queue email receives the email alert. Upon saving. Note: If your email recipient is a record owner and the owner of the record is a queue. related record updates. fieldlevel security.com code can be stored on the platform in two different forms: 1.com pages. A trigger – A Force. Data Loader The Data Loader is a client application for the bulk import or export of data. and Force. update. Force. What is Force. delete. extracts. Using syntax that looks like Java and acts like database stored procedures. the current user’s profile-based permissions. object-oriented programming language that lets developers execute flow and transaction control statements on the Force. The Data Loader complements the Web-based import wizards that are accessible from the Setup menu in the online application. it outputs CSV files. Click Save.com Certified Force. or extract Salesforce records. approval process. it overrides the From Email Address for all email alerts associated with that object. including button clicks. and loads data from comma separated values (CSV) files.Salesforce. To set email alerts into action.com code scripts can be initiated by Web service requests and from triggers on objects.com Developer – Study Guide Note: If you select Make this the default From email address for this object's email alerts. only queue members are notified.com code script that executes before or after specific data manipulation language (DML) events occur. Triggers are stored as metadata in Salesforce at Setup | Customize | Standard_Object_Name | Triggers for standard objects and on the object detail page for custom objects at Setup | Create | Objects. Classes consist of other classes. Use it to insert.com code (Apex)?  Force.com platform server in conjunction with calls to the Web Services API. Force. Section 9-9. such as nightly imports You want to save multiple mapping files for later use 18 TRAINING & CERTIFICATION . the Data Loader reads. such as before object records are inserted into the database or after records have been deleted. Force. a dialog box prompts you to confirm your selection. queue members are notified as well. If the queue is set up so that email is sent to all members. Refer to the following guidelines to determine which method of importing best suits your business needs: Use the Data Loader when:     You need to load 50. and sharing rules are not taken into account during script execution. A class – A template or blueprint from which developers can create Force.

Log entries marked ―ERROR‖ are problems such as a submitted record missing a required field. TRAINING & CERTIFICATION 19 .log Contains a detailed chronological list of Data Loader log entries.log and %TEMP%\sdl_out. For example.log in either the Run dialog or the Windows Explorer address bar. You can quickly open these files by entering %TEMP%\sdl.com Certified Force. Log entries marked ―INFO‖ are procedural items. it includes log entries for the creation of proxy server network connections.000 records The object you need to import is supported by the Web-based import wizards You want to prevent duplicates by uploading records according to account name and site.com Support. Troubleshooting Data Loader Operations If you need to investigate a problem with the Data Loader. such as Microsoft Notepad.log. sdl_out. you can access log files that track the operations and network connections made by the Data Loader.log A supplemental log that contains additional information not captured in sdl. These files can be opened with commonly available text editor programs.com Developer – Study Guide     You want to export your data for backup purposes Use Web-based importing when: You’re loading less than 50. or lead email address Section 9-11. such as logging in to Salesforce. or if requested by Salesforce. The two log files are: sdl. contact email address.Salesforce.

com. where numbers added to the diagram correspond to details in a table. or first submitted for approval For more information: Contact your account executive to learn how we can help you accelerate your CRM success. The next day. recalled. All rights reserved. inc. inc. rejected. Process Visualizer You can use the Process Visualizer to:        Display a flowchart of each saved approval process Improve communication about the approval process and gain buy-in from step owners Reinforce your company’s policies by documenting the decisions you reached when the approval process was designed Print an annotated version of the approval process. which is included in the printable view Share approval process diagrams by saving annotated versions as PDF files (requires an Adobe PDF print driver) Help you quickly locate key details by searching multi-step or complex diagrams for matching text Help you visualize and understand graphically: The steps necessary for a record to be approved The designated approvers for each step The criteria used to trigger the approval process The specific actions to take when a record is approved. 94105 United States 1-800-NO-SOFTWARE www.com Certified Force. A Solution with record id 50130000000L7s5 is created on Acme’s org on na2. 2.Salesforce.com. and salesforce. SG_CertifiedDeveloper_Summer11_2011-07-05 .com. Salesforce. salesforce.com Developer – Study Guide Section 9-12.. Section 9-13.com Global Offices Latin America Japan Asia/Pacific EMEA +1-415-536-4606 +81-3-5785-8201 +65-6302-5700 +4121-6953700 Copyright @2011. Other names used herein may be trademarks of their respective owners.com and the “no software” logo are registered trademarks of salesforce.salesforce.com owns other registered and unregistered trademarks. CA. Take the following example: 1. Corporate Headquarters The Landmark @ One Market Suite 300 San Francisco.salesforce. Acme creates a Full Copy Sandbox. Record IDs The 15/18 character Record Ids in Salesforce are identical in an org and all its sandboxes. The Solution with Record Type ID 50130000000L7s5 will be accessible in the Sandbox org as well. 3.

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