Creating Custom Field/Relation in Salesforce

Custom fields can be created in Salesforce in a object. After saving the Object open the object and scroll down to find the section Custom Fields and Relationships section. Click on New button to create a new field or a relationship.

Login > Setup > Create > Objects > Select Object (Position) > Custom Field & Relationship

Profile setting for a field can be added while creating a field. If you want to change any profile permission which was already added, clicking on EDIT on field is not the solution as you don't find any thing related to profiles as shown in the above pic. Use the below screenshot where you can change the FLS(Field level security).

Login > Setup > Create > Objects > Select Object (Ex: Position) > Custom Field & Relationship > Select Field (Ex: Status field) > Select either Set Field-Level Security or View Field Accessibility Buttons.

This way you can change a single security for all profiles. The other way where you can change all field level securities for a single profile can be found below.

SELECT Set Field-Level Security

SELECT View Field Accessibility Button

 Click on Required highlighted to get below screen

One more way to change the field level permissions is go to profile where you want to change.

Login > Setup > Manage Users > Profiles > Scroll down to Field-Level Security section and Click on View beside object where you want to change for.

Click on Edit and change all field permissions at asingle profile level which is opposite to the above discussed 

Creating Object or SObject (Salesforce Object).

An Object in salesforce is nothing but a database table with columns as Fields(Metadata) and rows as records(Data). By default salesforce provides some custom objects like Account, Contact, Lead, Case etc... You can create your custom object as below.

1. Standard Object

Login > Setup > Customize > Select Object (Account as in below screenshot).

2. Custom Object

Login > Setup > Create > Object.

Creating Custom APP in Salesforce.

Beside Standard apps you can create your own custom app in Salesforce as below.

1. Go to > Setup > Create > App > Click on New App

Fill all the details as shown in the below screenshot depending on you requirement. The company logo(XYZ logo) has to be first uploaded into documents to use it here at app creation level. Description with screenshot below displays how the documents to be uploaded.

2. Uploading Company logo into Documents

Login > All Tabs (+ on the tab) > Click documents > Upload any image file with option as       externally available as shown below

Topic 3: Basic Application Design

Development on force.com platform is done is two ways.

1. Declarative (Click and use, no code)
2. Programmatic (Coding)

In Declarative approach, you don't need any coding skills. Just use the pre-build components on mouse click. In Programmatic development, complex business logic is implemented using code in  Apex and Visual force pages. Check the below picture which shows both the approach. Both follows the Model-View-Control architecture. Remember the picture.

Model Question:

1. Which one of below are used to declaratively fulfill any requirement (Select more than one option)?
a. Approval Process
b. Validation Rules
c. Apex Code
d. SOAP Api

Topic 2: Multi-Tenant Architecture

Force.com Platform is a multi-tenant architecture. The hosted environment ensures the software is updated automatically for every release without effecting any custom applications on it.

Model-View-Controller Architecture: 

MVC architecture ensures complex business logic is separated from UI and Database. So each of the model, view and controller act as Team. It is also easy to upgrade the parts of the system with out effecting each other. See the diagram below showing the Model-View-Architecture of force.com

Atlest one Question is asked on this diagram. So please remember the architecture. 

Sample Question:

What comes under the View part of the MVC architecture. Select atleast two options

1. Tabs

2. Tiggers

3. Objects

4. VF Pages.


**This blog is intended for preparing for certification only. This is just a notes. Reader must have the previous experience or training. 

Topic 1: Cloud Computing.

Cloud Computing: 
Definition: "Cloud computing is a model for enabling convenient, on-demand network
access to a shared pool of configurable computing resources (e.g., networks,
servers, storage, applications, and services) that can be rapidly provisioned
and released with minimal management effort or service provider interaction." as per NIST.

It means all the Software, Infrastructure, Data Storage and platform are on remote servers. The user access these things as service on his web browser. User pays for this service he uses.

Ex: MS OFFICE is very costly software product of Microsoft. Even you require only MS WORD, you have to pay for the entire software. So you can save you budget by using MS Word as a service.
These are kinds of Cloud Computing software Applications. The common tag lines to Cloud Computing is "NO SOFTWARE" or "PAY AS MUCH AS U USE".

Now coming to various services we are taking about, there are many cloud services. Please refer to Wikipedia for entire information. Two important services are

SaaS ~ Software as service. Ex: Salesforce.com. There nothing to develop here. Developed Apps are directly used as service.

PaaS ~ Platform as service. Ex: Force.com. Here developers come into picture. They develop there custom apps as per the requirement on vendor platform (Force.com).

Salesforce.com is a CRM application. Force.com is a platform where you develop apps.

There are different certification examinations offered by Salesforce.com

1. ADM201(Basic Admin)
2. ADM301(Advance Admin)
3. App Builder
4. Platform Builder 1
5. Platform Builder 2
6. Sales cloud consultant
7. Service cloud consultant
8. Marketing cloud consultant