Course: SalesForce: Creating Employee Apps with Force.com
duration: 5 hours |
Language: English (US) |
access duration: 90 days |
Details
In this Salesforce course you will learn about the Force.com interface and the various functions thare are available for making an application for employees. You will learn managing data, the different layouts and how to integrate workflows. Finally you will learn about the different features such as creating reports, dashboard en users and persmissions.
Among the subjects covered are Salesforce1 Mobile action bar, user permissions, tabular reports, formula fields, page layout editor, de jump start wizard and far more.
Result
After finishing this course you will know how you can customize Salesforce.com via Fore.com to your wishes.
Prerequisites
There is no specific knowledge required.
Target audience
Project Manager, Manager, Team Leader
Content
SalesForce: Creating Employee Apps with Force.com
Creating Apps
- 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
Reporting and User Management
- 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
Course options
We offer several optional training products to enhance your learning experience. If you are planning to use our training course in preperation for an official exam then whe highly recommend using these optional training products to ensure an optimal learning experience. Sometimes there is only a practice exam or/and practice lab available.
Optional practice exam (trial exam)
To supplement this training course you may add a special practice exam. This practice exam comprises a number of trial exams which are very similar to the real exam, both in terms of form and content. This is the ultimate way to test whether you are ready for the exam.
Optional practice lab
To supplement this training course you may add a special practice lab. You perform the tasks on real hardware and/or software applicable to your Lab. The labs are fully hosted in our cloud. The only thing you need to use our practice labs is a web browser. In the LiveLab environment you will find exercises which you can start immediately. The lab enviromentconsist of complete networks containing for example, clients, servers,etc. This is the ultimate way to gain extensive hands-on experience.
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Certificate of participation | Yes |
Monitor Progress | Yes |
Award Winning E-learning | Yes |
Mobile ready | Yes |
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