Course: SalesForce: Creating Employee Apps with Force.com
Course: SalesForce: Creating Employee Apps with Force.com
$109.00
$131.89incl. vat
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
5 hours
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. Thelab enviromentconsist of completenetworks containing for example,clients, servers,etc. This is the ultimate way to gain extensive hands-on experience.
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