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Creating an App with Force.com
After watching this video; you will be able to create an app using Force.com that can interact with the end-users and the back-end data model.
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Adding New Object-Specific Action to Salesforce 1 Mobile
After watching this video; you will be able to update Salesforce1 Mobile action bar in page layout to display your new button.
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Apps with Reports; Salesforce 1; Security and User Profiles
After watching this video; you will be able to create an app with a report and limit access to the app with user permissions.
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Assigning Permissions to Users
After watching this video; you will be able to create and assign a permission set.
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Changing Organization-Wide Defaults
After watching this video; you will be able to edit your system wide sharing settings.
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Creating a Custom Report Type
After watching this video; you will be able to create a custom report type for your new custom object.
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Creating a Custom User Profile
After watching this video; you will be able to create a profile specifically for the new employee app.
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Creating a Dashboard Component
After watching this video; you will be able to create a dashboard chart in your new dashboard.
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Creating a Data View
After watching this video; you will be able to create new views to customize the display of data.
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Creating a Formula Field
After watching this video; you will be able to add a Formula field to an object.
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Creating a Picklist Field
After watching this video; you will be able to create and use a Picklist field for item selection.
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Creating a Relation between Two Objects
After watching this video; you will be able to create master-detail relations between two objects.
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Creating a Report Chart
After watching this video; you will be able to create and display a chart in a summary report.
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Creating a Roll-Up Summary Field
After watching this video; you will be able to create and use a Roll-Up Summary field to an object.
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Creating a Time-based Workflow Rule
After watching this video; you will be able to add workflow rules based on time triggers and formulas.
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Creating a Workflow to Update a Field
After watching this video; you will be able to add workflow rules to automate a business practice.
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Creating an App
After watching this video; you will be able to interact with the Force.com interface and create a new Force.com App.
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Creating an Approval Process
After watching this video; you will be able to create a workflow approval process using the Jump Start Wizard.
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Creating an Object
After watching this video; you will be able to create a new custom object for a Force.com App.
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Creating an Object-Specific Action
After watching this video; you will be able to create an Action Button so Salesforce1 Mobile users can more easily create new child/detail records.
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Creating and Using Roles
After watching this video; you will be able to create a role hierarchy and assign roles.
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Creating Groups in a Report
After watching this video; you will be able to create a summary report.
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Creating Page Layouts
After watching this video; you will be able to use the Page Layout Editor to add a custom Page to the App.
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Deciding Dashboard Access
After watching this video; you will be able to adjust necessary dashboard folder and other security settings for required dashboard display.
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Editing a Page Layout
After watching this video; you will be able to use the Page Layout Editor to add; remove; and rearrange fields on a page.
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Editing the Homepage for Approvals
After watching this video; you will be able to optimize the homepage layout to include "Items to Approve".
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Editing the Homepage to Display New Dashboard
After watching this video; you will be able to customize a single user's homepage display when multiple dashboards are available.
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Enabling Feed Tracking
After watching this video; you will be able to enable feed tracking for an object and configure push notifications.
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Exploring Ways to Approve
After watching this video; you will be able to review different ways the approver can provide approval and rejection.
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Managing a Dashboard
After watching this video; you will be able to create; access; and modify a new dashboard.
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Manipulating App Tabs
After watching this video; you will be able to add; remove; and reorder tabs in the App.
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Modifying an Approval Process
After watching this video; you will be able to modify a workflow approval process.
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Preparing Data
After watching this video; you will be able to outline best practices and rationale for preparing data for import.
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Setup Salesforce 1 Mobile
After watching this video; you will be able to use the Salesforce1 mobile quick wizard to create your mobile interface.
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Testing as Approval Initiator
After watching this video; you will be able to initiate an approval then login as Approver to test approval request and fulfillment.
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Viewing the Schema
After watching this video; you will be able to use the Schema Builder to manage objects and their relationships.
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Activating an Approval Process
After watching this video; you will be able to verify and activate an Approval Process using the View Diagram interface.
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Adding Fields to an Object
After watching this video; you will be able to add and describe the basic fields that can be added to an object.
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Adding a Business Rule
After watching this video; you will be able to add validation rules to enforce business rules.
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Creating and Editing Users
After watching this video; you will be able to update a user record and update the profile assigned.
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Reporting and User Management
Force.com is a PaaS that is integrated into the Salesforce.com infrastructure. In this course, you will learn about the Force.com Reports, Dashboard, Users, and Permissions.
- start the course
- create a tabular report
- create a custom report type for your new custom object
- create a summary report
- create and display a chart in a summary report
- create, access, and modify a new dashboard
- create a dashboard chart in your new dashboard
- adjust necessary dashboard folder and other security settings for required dashboard display
- customize a single user's homepage display when multiple dashboards are available
- use the Salesforce1 Mobile quick wizard to create your mobile interface
- create an Action Button so Salesforce1 Mobile users can more easily create new child/detail records
- update Salesforce1 Mobile action bar in page layout to display your new button
- edit your system-wide sharing settings
- create a profile specifically for the new employee app
- update a user record and update the profile assigned
- create and assign a permission set
- create a role hierarchy and assign roles
- create an app with a report and limit access to the app with user permissions
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Creating Apps
Force.com is a platform as a server, or PaaS, that is integrated into the Salesforce.com infrastructure. In this course, you will learn about the Force.com interface and features available for creating a custom employee app. This course covers the force.com interface, how data is managed, layouts and view, and how to integrate basic workflows and business logic.
- start the course
- interact with the Force.com interface and create a new Force.com app
- create a new custom object for a Force.com app
- add and describe the basic fields that can be added to an object
- create master-detail relations between two objects
- add a Formula field to an object
- create and use a Roll-up Summary field to an object
- create and use a Picklist field for item selection
- add, remove, and reorder tabs in the app
- outline best practices and rationale for preparing data for import
- use the Schema Builder to manage objects and their relationships
- review data import options and load data using the Custom Object Import Wizard
- create new views to customize the display of data
- use the Page Layout Editor to add a custom page to the app
- use the Page Layout Editor to add, remove, and rearrange fields on a page
- enable feed tracking for an object and configure push notifications
- add workflow rules to automate a business practice
- add workflow rules based on time triggers and formulas
- add validation rules to enforce business rules
- create a workflow approval process using the Jump Start Wizard
- modify a workflow approval process
- verify and activate an approval process using the View Diagram interface
- initiate an approval and then log in as Approver to test approval request and fulfillment
- optimize the home page layout to include "Items to Approve"
- review different ways the approver can provide approval and rejection
- create an app using Force.com that can interact with the end users and the back-end data model
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Creating a Report
After watching this video; you will be able to create a tabular report.
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Importing Data
After watching this video; you will be able to review data import options and load data using the Custom Object Import Wizard.