Cloud Computing Using Salesforce: Build and Customize Applications for your business using the Salesforce Platform

Cover Page
Title Page
Copyright Page
Dedication Page
About the Authors
About the Reviewers
Acknowledgements
Preface
Errata
Table of Contents
1. Introduction to Cloud Computing
    Structure
    Objectives
    Introduction to cloud
    What is cloud computing?
        History of cloud computing
    Cloud computing modes and services
        Deployment model
            Public cloud
            Private cloud
            Community cloud
            Hybrid cloud
        Service models
            Software as a service (SaaS)
            Platform as a service (PaaS)
            Infrastructure as a service (IaaS)
    Characteristics of cloud computing
        The advantages of cloud computing
        The disadvantages of cloud computing
    Cloud computing technologies
        Virtualization
        Service-Oriented Architecture (SOA)
        Grid computing
        Utility computing
        The cloud computing architecture
            Front end and back end
    Cloud infrastructure components
        Hypervisor
        Management software
        Deployment software
        Network
        Severer
        Storage
        Infrastructural constraints
            Transparency
            Scalability
            Intelligent monitoring
            Security
    Application development
    Conclusion
        Test your knowledge
            Answers
2. Introduction to Salesforce
    Structure
    Objective
    History of Salesforce
    What is Salesforce?
    Why Salesforce?
    The Salesforce architecture
        Einstein
        Lightning
    Introducing the Lightning Platform
        Why use the Lightning Platform?
        The benefits of a Lightning platform app
            Data-centric apps
            Collaborative apps
        A multitenant architecture
        A metadata-driven development model
        APIs
        Apex
        Custom User Interface
        Mobile access
        AppExchange
    Conclusion
        Test your knowledge
            Answers
3. Introducing Salesforce Lightning and Salesforce Data Modeling
    Structure
    Objective
    Introduction
    Salesforce Lightning Editions
        Sales Cloud Lightning Editions
        Service Cloud Lightning Editions
        Salesforce Lighting Platform
        Creating a Salesforce developer account
    The Lightning Experience navigation menu
        Global search
        Switching between Lightning Experience and Salesforce Classic
    Data Modeling in Salesforce
        Objects
        Difference between standard and custom objects
        External objects
        Fields
            Standard fields
            Custom fields
            Different field types
        Object relationship
            Master-detail relationship
            Lookup relationship
            Self-relationship
            External lookup relationship
            Indirect lookup relationship
            Many-to-many relationship
            Hierarchical relationship
    Conclusion
        Test your knowledge
            Answers
4. Introducing CRM
    Structure
    Objectives
    Introducing Sales Cloud
    Campaign management
        Campaign hierarchy
        Adding data to Campaign
        Adding prospects to the campaigns
    Lead management
        Creating a new Lead
        Configuring Web-To-Lead
        Editing a lead
        Adding Lead to a campaign
        Adding activities to the Lead
        Changing the Status of Lead
    Activity management
        Adding task
        Adding an event
        Sending an e-mail
        Converting a lead
    Account management
        Types of accounts
        Creating a new business account
    Contact management
    Product and Pricebook management
        Adding a new product
        Adding standard price to a product
        Creating a price book
        Associating a product with the price book
        Creating a Product Family
    Opportunity management
        Visualize success with Path and Kanban
        Moving an opportunity to the next stage
        View a chart
        Creating a new Opportunity
        Adding product to Opportunity
    Quote management
        Enabling Quotes
        Creating a new Quote
        Editing the Quote
        Opening a Quote
        Generating a Quote To PDF
        E-mailing the Quote to the customer
    Conclusion
        Test your knowledge
            Answers
5. Organizational Set up
    Structure
    Objectives
    Setting up Company Information
    Viewing the licenses
    Setting up multiple currencies
        Active currency
        Adding a new currency
        Setting up a corporate currency
        Add personal currencies
    Setting up the fiscal year
        Standard fiscal year
        Custom fiscal year
    Conclusion
        Test your knowledge
            Answers
6. Introducing Designing Applications on Force.com: Part I
    Structure
    Objectives
    Application Building Blocks
    A sample application: Recruitment
    Building Data Model
    Custom Object
        Create a custom object
    Create a Custom Field
    Create depended Pick Lists. (Controlling Field: Status, Dependant Field: Sub Status)
    Object Relationship
    Creating a Look-up Relationship
    Creating a Master-Detail Relationship
    Creating Self-Relationship
    Create a Junction Object
    Building User Interface
    Creating Lightning apps
    Creating Tabs for Apps
    Create a Customized Page Layout
    Creating Lightning record pages
    Create a Custom Compact Layout
    Create Record Types
    Creating Record Type: Technical Position
    Creating Record Type: Non-Technical Position
    Conclusion
        Test your knowledge
            Answers
7. Implementing Business Processes
    Structure
    Objective
    Create a cross-object formula
    How to create a formula field
    Some examples of formula fields
    Roll-up summary field
    Workflow rules
    Workflow Action
    Process Builder
    Process Builder Example 1
    Process builder: Example 2
    The Approval Process
    Approval Process: Example 1
    Lightning Flow
    Data validation rules
    Examples of validation rule
    Outbound message using Workflow
    Conclusion
        Test your knowledge
            Answers
8. Data Management
    Structure
    Objectives
    The importance of Data Management
    Introducing Data Import
        Importing data using Data Import Wizard
    Introduction to Data Export
        Using the Data Export Wizard
    Using Data Loader
        Export Data with the Data Loader
    Conclusion
        Test your knowledge
            Answers
9. Report and Dashboard
    Structure
    Objectives
    Introduction to Reports and Dashboards
    Report types
    Standard report types
    Custom report types
    Format Reports
    Tabular Reports
    Filter the Report
    Use Cross-Object filters
    Summary Reports
    Matrix Reports
    Joined report
    Adding a Bucket field to Report
    Exporting Report Data
    Report Chart
    Data Visualization using Lightning Dashboard
    Create a Dashboard
    Adding more components to the Dashboard
    Dynamic Dashboards
    Create a Dynamic Dashboard
    Conclusion
        Test your knowledge
            Answers
10. Security
    Structure
    Objectives
    Basic Security
    Phishing and Malware
    Social Engineering
    Exploiting Public Presence
    Eavesdropping
    Installing Rogue Devices
    Decide the right Salesforce security settings
    Multitenancy Platform
    Two-Factor Authentication
    IP Restriction
    Deactivate Ex-Users
    Limit what users can do
    Audit Trail
    Trigger automatic actions on security events
    Monitor events in your Org
    Data Security
    Levels of Data Access
    Audit System Use
    Login History
    Record modification fields
    Field history tracking
    Setup audit trail
    Control access to the organization
    Manage Users
    Create a User
    Deactivate a User
    Set Password Policy
    Whitelisting Trusted IP Ranges for the Org
    Restrict login access by IP address using profiles
    Restrict login access by time
    Manage Object Permissions
    Profiles
    Standard Profiles
    Managing Profiles
    Viewing Profiles
    Create a Profile
    Assign a Profile
    Permission sets
    Managing Permission Sets
    Create a Permission Set
    Field-Level Security
    Field access by modifying object
    Restrict field access by modifying the profile
    Restrict field access by modifying field accessibility
    Control Access to Records
    Record-Level Security
    Organization-Wide Sharing
    Set your org-wide sharing defaults
    Role Hierarchy
    Define a Role Hierarchy
    Sharing Rules
    Define a Public Group
    Define a Sharing Rule
    Viewing Setup and Audit Trail
    Conclusion
        Test your knowledge
            Answers
11. Introducing Chatter for Collaboration
    Structure
    Objectives
    Enabling Chatter
    Working with Post
    Creating Post
    Share a Post
    Edit, Delete and Bookmark a Post
    Follow People, Groups, and Records
    Mention someone or Group
    Using Poll
    Using Question
    Introduction to Groups
    Type of Groups
    Create Groups
    Enable Unlisted Groups
    Monitor Engagement
    Enabling Chatter e-mail notifications
    Conclusion
        Test your knowledge
            Answers
12. Introducing Mobile Administration
    Structure
    Objectives
    SalesforceA mobile application
        Installing the SalesforceA mobile application
        Logging in to the SalesforceA mobile application
    Overview of the Salesforce Authenticator application
        Installing the Salesforce Authenticator mobile application
    Overview of the Salesforce1 mobile Application
        Features of the Salesforce1 mobile application
        Installing the Salesforce1 mobile application
        Enabling Salesforce1 for a mobile browser
        Granting Salesforce1 access to users
        Logging in to a Salesforce1 application
        Enabling offline access for Salesforce1 Application
    Conclusion
        Test your knowledge
            Answers
13. Programming with APEX
    Structure
    Objective
    Introduction to Apex
    Apex language features
    The first line of Code in Apex
    Comments
    Data type in Apex
    Primitive data type
    Variable and Constant
    Integer/Double/Decimal/Long
    Boolean
    ID
    String
    Date, Time, and Datetime
    sObject
    sObject Datatype
    Creating sObject variables in Apex
    Collection
    List
    Set
    Map
    Operators
    Condition
    Iteration
    For Loop
    While
    Apex
    Object-Oriented Programming Concept
    Constructor
    Apex class
    Using the Developer Console
    Using the Setup and Quick Find Search
    Method
    Use of Apex class in Salesforce
    Apex as a Business Purpose Language or Database Processor Language
    Conclusion
    Answers of practice questions
        Test your knowledge
            Answers
14. SOQL and SOSL
    Structure
    Objective
    SOQL and SOSL
    When to use SOQL?
    When to use SOSL?
    Best practice for performance
    Syntax of SOQL
    Use of the WHERE clause
    Use of AND & OR in SOQL
    Use of = and <>
    Use of LIMIT
    Use of ORDER BY
    Use of LIKE
    Use of IN
    SOQL in Apex
    Use of variable in SOQL
    SOQL with Date
    SOQL with related objects
    Child to parent relationship
    Parent to child relationship
    SOSL (Salesforce Object Search Language)
    SOSL simple Syntax
    SOSL in Apex
    Limitation of Salesforce for SOQL and SOSL
    Conclusion
        Test your knowledge
            Answers
15. DML Essentials
    Structure
    Objective
    Data Manipulation Language
    DML Syntax
    DML Examples
    Atomicity of DML Operation
    Database Class
    The SaveResult Class
    How to insert multiple sObjects in single DML
    Limitation of DML
    Conclusion
        Test your knowledge
            Answers
16. Trigger Essentials
    Structure
    Objective
    Apex trigger
    What is Before and After the event in trigger
    How to write a Trigger?
    Use Case 1
    Use case 2
    Use Case 3
    Bulkify the Trigger
    Use case 4
    Use case 5
    Use Case 6
    Best practices for Trigger
    Trigger Helper
        Helper Class
    Conclusion
        Test your knowledge
            Answers
17. Creating Visualforce Page
    Structure
    Objective
    Visualforce Page
    How VF Page works?
    How to develop the first VF Page?
    VF Page syntax and tags
    Page
    Form
    Page Block
    Section
    Output text
    Param
    Variable
    Developer Mode
    Use the Salesforce fields on the VF Page
    Records on VF Page
    Detail page on VF Page
    OutputField
    RelatedList on VF Page
    Dynamic table in VF Page
    Tab on the page
    Command button
    Action
    inputText, input Field
    Save and quickSave
    EDIT
    Rendered and reRender
    How the Visualforce Page is designed?
    How to add VF Page in a Tab?
    Conclusion
        Test your knowledge
            Answers
18. Working with Custom Controllers and Controller Extensions
    Structure
    Objective
    Introduction
    Custom Controller
        How to write the first Custom Controller?
            Controller Sample 1
            Related VF page
            Use of get and set (getter and setter)
            Example 3
    Controller Extension
        Format of Controller extensions
            Extension Ext1
            Extension Ext2
            VF Page
    Custom Controller to build VF Page
        VF page as PDF
    Wrapper class and Junction object
        Example of Wrapper Class
    Conclusion
        Test your knowledge
            Answers
19. More Customization and Less Coding
    Structure
    Objective
    Which Salesforce automated tool is best?
    Order of execution
    Advantages and disadvantages of workflow
    Advantages and disadvantages of trigger
    Advantages and disadvantages of process builder
    Process builder versus trigger
    Trigger versus workflow
    Conclusion
        Test your knowledge
            Answers
20. Testing Essentials
    Structure
    Objective
    Apex testing framework
    What is Code Coverage?
    How the Test Class tests the Code
        Is Test Data Transient or Temporary?
            Trigger Sample
            Test Class
            Trigger Sample
            Test Class
    How to Run a Test Class
        The Salesforce Setup
        The Lightning Platform Developer Console
        What is the Use of assertEquals?
    Key Points of the Test Class
        The @testSetup method
    Test Class for Apex Class & Controllers and Extensions
        Visualforce page
        Controller
        Test class
    Test Class for Integration
    Best practices
    Conclusion
        Test your knowledge
            Answers
21. Apex Handler
    Structure
    Objective
    Web-to-Lead form
    Email Service
    Batch Class
        Batch Class and Scheduler Apex
        The Process of Scheduling It
    Integration
        Representational State Transfer (REST)
        Simple Object Access Protocol (SOAP)
    REST API First Example
        Explaination of the Code
    Points to Remember
        Code to Receive
        Code to Call
    Integration with SOAP
    Webservice using SOAP
    Conclusion
        Test your knowledge
            Answers
22. Debugging and Deployment
    Structure
    Objectives
    Debugging Apex
        Debug Log Category
        Debug Log Level
        Example of Debug Log Line
        Type of Exceptions
    Developer Console
        Log Analyzer
    Sandbox
    Deployment
    Changeset
    ANT Migration tool
    AppExchange
        Who Can Publish the Application on AppExchange?
        How to Publish Your Idea/Solution on AppExchange
        How to Make a Package?
    Conclusion
        Test your knowledge
            Answers
Appendix I: Certification Exam Guide
    Certification Mapping with the Chapters
    SALESFORCE CERTIFIED ADMINISTRATOR
        Examination Outline
        About the Exam
    Salesforce Platform App Builder
        Examination Outline
        About the Exam
    Salesforce Certified Platform Developer I
        Examination Outline
        About the Exam
Appendix II: Certification Exam Sample Paper
    Sample Paper: Salesforce Certified Administrator
        Answers
    Sample Paper: Salesforce Platform App Builder
        Answers
    Sample Paper: Salesforce Certified Platform Developer I
        Answers
Index