Index
A
- access control
- managing / Managing the access control
- additional resources
- about / Additional resources
- AES (Advanced Encryption Standard) algorithm / Encrypted fields
- analytical snapshot
- about / Analytic snapshot
- setting up / Setting up an analytical snapshot
- source report / Setting up an analytical snapshot
- target object / Setting up an analytical snapshot
- Apex data loader
- about / Apex data loader
- features / Apex data loader
- downloading / Downloading the data loader
- using / Using the data loader
- data, upserting / Upserting data
- setting up / Setting up the data loader
- configuration changes / Setting up the data loader
- using, through command line / Using the data loader through the command line
- troubleshooting / Troubleshooting the data loader
- app, building with Lightning App Builder
- about / Building an app using the Lightning App Builder
- lightning page template / The Lightning page template
- lightning components / Lightning components
- application
- building / Building an application
- custom application / Understanding custom applications
- custom application, building / Exercise – building your own application
- application administration
- access control, managing / Managing the access control
- application types, Force.com
- about / Force.com application types
- content centric applications / Force.com application types
- transaction centric applications / Force.com application types
- process centric applications / Force.com application types
- data centric applications / Force.com application types
- approval actions
- about / Approval actions
- submitted / Approval actions
- approved / Approval actions
- rejected / Approval actions
- finally approved / Approval actions
- finally rejected / Approval actions
- recall action / Approval actions
- Audit Fields
- reference / Modifying system fields
- authentication, on Force.com
- about / Authentication on Force.com
- trusted IP addresses, adding / Exercise – adding trusted IP addresses
- security tokens, resetting / Exercise – resetting security tokens
- automated approval process
- productivity, improving with / Improving productivity using the automated approval process
- approval steps, creating / Creating approval steps
- approval actions / Approval actions
- parallel approval step / A parallel approval step
B
- business processes
- automating / Automating business processes
- actions, performing based on values / Doing something when a record has values
- information, obtaining from customers / Getting information from customers
- record approval, obtaning / Getting a record approved
- features / Features
- automating, with process builder / Automating business processes using Process Builder
C
- 15-character record IDs
- versus 18-character record IDs / Difference between 18 and 15-character record IDs
- Chatter license
- about / Salesforce and Chatter licenses
- Cloud Flow Designer
- about / Cloud Flow Designer
- configuration changes, Apex data loader
- server host / Setting up the data loader
- bulk API, using / Setting up the data loader
- row, starting at / Setting up the data loader
- null values, inserting / Setting up the data loader
- batch size / Setting up the data loader
- content centric applications
- about / Force.com application types
- cross-object formula fields
- about / Cross-object formula fields
- penalty, calculating / Exercise—calculating the penalty
- relationships fields / Relationship fields
- CSV (Comma Separated Value) format / Apex data loader
- custom application
- building / Exercise – building your own application
- type, selecting / Selecting your type
- details, entering / Entering the details
- image source, selecting for Custom App Logo / Choosing the image source for the Custom App Logo
- tabs, selecting / Choosing the tabs
- profile, assigning / Assigning it to profile
- custom fields
- about / Custom fields
- custom objects
- about / Custom objects
- creating / Exercise – creating your first custom object
- custom object wizard
- custom profile
- creating / Creating a custom profile
- Assigned Apps section / Assigned apps
- Object settings section / Object settings
- Record Types section / Object settings
- Object Permissions / Object settings
- Field Permissions section / Object settings
- App permissions section / App permissions
- other sections / Other sections
- System Permission / System permissions
- custom profiles and roles
- about / Custom profiles and roles
- custom report type
- about / Custom report types
- setting up / Custom report types
- creating / Self-study exercise – create a report
- scheduling / Self-study exercise – schedule the report
- custom tabs
- about / Custom tabs
- custom object tabs / Custom tabs
- web tabs / Custom tabs
- Visualforce tabs / Custom tabs
- lighting page tabs / Custom tabs
- creating / Exercise – creating custom tabs
- layouts / Layouts
- page layout editor, using / The page layout editor, Using the page layout editor
- highlights panel / The highlights panel
- fields, adding / Adding fields
- sections and blank spaces / Sections and blank spaces
D
- dashboard
- about / Dashboards
- running user / Dashboard running user
- creating / Self-study exercise — create a dashboard
- dashboard refresh
- scheduling / Scheduling a dashboard refresh
- dashboards, for displaying graphical charts
- about / Displaying graphical charts using dashboards
- dashboard builder / The dashboard builder
- combination charts / Combination charts
- dashboard security / Dashboard security
- dashboard folder, creating / Creating a dashboard folder
- dashboard security
- about / Dashboard security
- viewer access / Dashboard security
- editor access / Dashboard security
- manager access / Dashboard security
- data access
- restricting / Restricting data access
- actors, defining / Exercise – defining actors
- Force.com security pyramid / The Force.com security pyramid
- user security / User security
- data centric applications
- about / Force.com application types
- Data Import Wizard
- about / Data loading tools
- using / Using the Data Import Wizard
- Data Loader
- about / Data loading tools
- using / Data loading tools
- data loader, through command line
- using / Using the data loader through the command line
- command-line data loader, configuring / Configuring the command-line data loader
- process-conf.xml file, preparing / Preparing the process-conf.xml file
- password, encrypting with encrypt.bat / Encrypting a password using Encrypt.bat
- data loading tools
- about / Data loading tools
- Data Import Wizard / Data loading tools
- Data Loader / Data loading tools
- data management
- relationships / Relationships - masters first
- system fields, modifying / Modifying system fields
- CRUD operations / The CRUD operations
- data, migrating from external IDs / External IDs
- data, migrating from legacy system / Exercise-migrating data from the legacy system
- data manipulation wizards
- about / Other data manipulation wizards
- mass transfer records / Mass transfer records
- mass delete records / Mass delete records and delete all data
- delete all data / Mass delete records and delete all data
- data operations
- basics / The basics of data operations
- data storage limit
- about / Data storage limit
- debug log
- about / The debug log
- declarative development
- about / Declarative development
- delegated approval process / Creating approval steps
- dependent picklist
- about / Dependent picklist
- creating / Exercise – creating a dependent picklist
- Developer Console
- about / The Developer Console
- DeveloperForce.com
- about / DeveloperForce.com
- developer pro sandbox
- about / Sandboxes
- developer sandbox
- about / Sandboxes
- development, on Force.com platform
- about / Developing on the Force.com platform
- declarative development / Declarative development
- programmatic development / Programmatic development
- selecting, between declarative and programmatic solutions / Choosing between declarative and programmatic solutions
- developer account, creating / Exercise – creating a developer account
E
- external lookups
- about / External lookups
- external objects
- using / An overview of Lightning Connect and external objects
- tabs, creating / External object tabs
F
- feature licenses
- about / Feature licenses
- field-level security
- establishing / Establishing field-level security
- fields, creating / Exercise – creating fields
- dependent picklist / Dependent picklist
- dependent picklist, creating / Exercise – creating a dependent picklist
- fields
- about / Fields
- standard fields / Standard fields
- custom fields / Custom fields
- field type, selecting / Choosing the field type
- formula fields / Formula fields
- cross-object formula fields / Cross-object formula fields
- roll-up summary fields / Roll-up summary fields
- details, entering / Entering the details
- field-level security, establishing / Establishing field-level security
- validation rules / Validation rules
- field type
- selecting / Choosing the field type
- text fields / Text fields
- picklists / Picklists
- general fields / General fields
- geolocation field / Geolocation field
- currency field / Currency field
- encrypted fields / Encrypted fields
- platform encryption / Platform encryption
- flow
- Model-View-Container values / The Model-View-Container values of the flow
- permissions, for running / Permissions to run a flow
- considerations, of designing / More flows
- Force.com
- about / The cloud computing model of Force.com
- cloud computing model / The cloud computing model of Force.com
- features / The cloud computing model of Force.com
- multi-tenant architecture / The cloud computing model of Force.com
- automatic upgrades / The cloud computing model of Force.com
- subscription model / The cloud computing model of Force.com
- scalability / The cloud computing model of Force.com
- upgrades and maintenance / The cloud computing model of Force.com
- application types / Force.com application types
- authentication / Authentication on Force.com
- Force.com licenses
- about / Force.com licenses
- types / Types of licenses
- Salesforce license / Salesforce and Chatter licenses
- Chatter license / Salesforce and Chatter licenses
- feature licenses / Feature licenses
- Force.com platform
- about / Force.com platform
- Model-View-Controller architecture / Model-View-Controller architecture
- key technology / Key technologies behind the Force.com platform
- development / Force.com development
- metadata / Force.com metadata
- metadata API / Metadata API
- online page editor / Online page editor and the Eclipse Force.com IDE
- Eclipse Force.com IDE / Online page editor and the Eclipse Force.com IDE
- developing on / Developing on the Force.com platform
- formula fields
- about / Formula fields
- return date, calculating / Exercise—calculating the return date
- full copy sandbox
- about / Sandboxes
G
- Global Actions
- using / Using Global Actions
- global and local actions
- about / Global and local actions
- action, creating / Creating an action
- graphical charts
- displaying, dashboards used / Displaying graphical charts using dashboards
J
- joined report
- about / Choosing a report format, The joined report format
- charts, adding / Adding charts
- report options / Report options
- scheduling / Scheduling a report
- custom report types / Custom report types
- junction object
- about / Special relationships
- properties / Special relationships
K
- key technology, Force.com platform
- about / Key technologies behind the Force.com platform
- multi-tenant kernel / The multi-tenant kernel
- metadata / Force.com metadata
- Webservice API / Force.com Webservice API
- Apex / Apex and Visualforce
- Visualforce / Apex and Visualforce
- developer console / The Developer Console
- AppExchange / AppExchange
- Force.com sites / Force.com sites
L
- Library Management
- object structure / Exercise – creating your first custom object
- lighting app builder
- using / Using the Lighting App Builder
- for building app / Building an app using the Lightning App Builder
- lighting components and actions
- lightning components
- about / Lightning components
- standard component / Standard components
- custom components / Custom components
- third-party components / Third-party components
- Lightning Connect
- Lookup relationship
- about / Lookup relationship
- properties / Lookup relationship
M
- Master-Detail relationship
- about / Master-Detail relationship
- properties / Master-Detail relationship
- matrix report
- Model-View-Container values, of flow
- modifiable system fields
- features / Features of modifiable system fields
- multi-step approval process
O
- objects
- about / Objects
- standard objects / Standard objects
- custom objects / Custom objects
- object structure, Library Management
- media object / Exercise – creating your first custom object
- Customer object / Exercise – creating your first custom object
- CustomerMedia object / Exercise – creating your first custom object
- Book Penalty object / Exercise – creating your first custom object
- official Salesforce resources
- about / Official Salesforce resources
- Organization-Wide defaults
- setting up / Organization-wide defaults
- summarizing / Organization-wide defaults summarized
P
- page layout assignment
- about / Page layout assignment
- search layouts / Search layouts
- mini page layout / Mini page layouts
- compact layouts / Compact layouts
- Parent Account / Special relationships
- partial copy sandbox
- about / Sandboxes
- platform encryption
- reference / Platform encryption
- practice test
- about / A practice test
- process
- monitoring / Debugging and monitoring the process
- process, debugging
- about / Debugging and monitoring the process
- types of logs / Types of logs
- process builder
- about / Automating business processes using Process Builder
- using, for automating business process / Automating business processes using Process Builder
- advanced / Advanced, No Criteria
- limitations / Process Builder limitations
- process centric applications
- about / Force.com application types
- profiles
- about / Understanding profiles
- programmatic development
- about / Programmatic development
Q
- queues
- used, for balancing workloads / Using queues to balance workloads
- quick customer
- creating / Exercise—creating a quick customer
R
- record ID
- obtaining / Difference between 18 and 15-character record IDs
- obtaining, from URL / Getting the record ID from the URL
- about / Record ID
- URL manipulation / URL manipulation
- relationships fields
- about / Relationship fields
- Lookup relationship / Lookup relationship
- Master-Detail relationship / Master-Detail relationship
- report formats
- about / Choosing a report format
- tabular reports / Choosing a report format
- summary report / Choosing a report format
- matrix report / Choosing a report format
- joined report / Choosing a report format
- reports
- about / Reports
- creating / Creating a report, Creating a new report
- report type, selecting / Selecting a report type
- report format, selecting / Choosing a report format
- customizing / Customizing the report
- roles
- about / Assigning roles
- assigning / Assigning roles
- role hierarchy, setting up / Steps to set up role hierarchy
- Library Management System, scaling / Exercise – scaling the Library Management System
- permission sets / Permission sets
- Organization-Wide defaults, setting up / Organization-wide defaults
- roll-up summary fields
- about / Roll-up summary fields
- roll-up summary, creating / Exercise—creating the roll-up summary
- special relationships / Special relationships
- junction object, creating / Exercise – creating a junction object
- running user, of dashboard
- about / Dashboard running user
S
- Sales Cloud
- objects / Standard objects
- Salesforce1 platform
- Salesforce Certified Platform App Developer Exam
- overview / An overview of the Salesforce Certified Platform App Developer Exam
- certification maintenance / Certification maintenance and releases
- release exams / Certification maintenance and releases
- Salesforce editions
- about / Salesforce editions
- starter edition / Salesforce editions
- professional edition / Salesforce editions
- Enterprise / Salesforce editions
- unlimited / Salesforce editions
- Salesforce license
- about / Salesforce and Chatter licenses
- Salesforce Object Query Language (SOQL) / Apex and Visualforce
- sandbox / Metadata API
- sandboxes
- sections and blank spaces
- about / Sections and blank spaces
- properties / Sections and blank spaces
- field options / Field options
- custom buttons and links / Custom buttons and links
- custom button or link, creating / Creating a custom button or link
- security, setting up
- about / Setting up security
- user, creating / Exercise – creating a user
- password policies / Password policies, Managing Customers
- Service Cloud
- objects / Standard objects
- sharing rules
- setting up / Sharing rules
- manual sharing / Manual sharing
- quick guide / Quick bites
- social features
- about / Social features
- reference / Social features
- special relationships
- about / Special relationships
- self-relationships / Special relationships
- many-to-many relationships / Special relationships
- standard fields
- about / Standard fields
- standard objects
- about / Standard objects
- summary report
T
- tabs
- customizing / Customizing tabs
- tabular reports
- about / Choosing a report format
- text fields
- field label / Field Label
- length / Length
- description / Description
- help text / Help text
- required / Required
- unique field / Unique field
- time-based actions
- automating, with workflows / Automating time-based actions using workflows
- e-mail, sending to members / Exercise—sending e-mail to members
- time-dependent workflow
- considerations / A few things to consider when writing a time-dependent workflow
- Trailhead
- transaction centric applications
- about / Force.com application types
- translation workbench
- localization with / Localization with the translation workbench
- about / Localization with the translation workbench
- setting up / Setting up translation workbench
- types of logs
- debug log / The debug log
- Developer Console / The Developer Console
U
- unique field
- about / Unique field
- external ID / External ID
- User Interface
- tabs, customizing / Customizing tabs
- custom tabs / Custom tabs
- global and local actions / Global and local actions
- page layout assignment / Page layout assignment
V
- validation rules
- about / Validation rules
- creating / Exercise—creating a validation rule
- View All Data permission / Encrypted fields
- View Encrypted Data permission / Encrypted fields
W
- wizards
- designing, with Visual Workflows / Designing wizards with the Visual Workflows
- workflow
- about / Automating time-based actions using workflows
- versus approval process / Comparing workflows and approval processes
- workflow actions
- about / Exercise—sending e-mail to members
- task / Exercise—sending e-mail to members
- e-mail alert / Exercise—sending e-mail to members
- field update / Exercise—sending e-mail to members
- outbound message / Exercise—sending e-mail to members