A .NET developers journey to SFDC certification

SFDC Webinar - Diving into the Developer Console

kevin@kevinlanders.com — Tue, 28 Feb 2012 11:03:00 -0700

Date: This webinar took place on Feb 8, 2012

http://wiki.developerforce.com/page/Webinar:_DevConsole

OverView:

The Developer Console offers developers and administrators a variety of tools for examining and troubleshooting the behavior of their Force.com organizations. In this session, our technical experts demonstrate how you can leverage this tool to build and troubleshoot on the Force.com platform.

Watch this webinar to learn about:

General debugging and troubleshooting
Leveraging the new simulated breakpoints
Editing Visualforce and Apex code

Notes:

- Execute Apex code snippets via execute anonymous

- View and interactively step through logs

- Evaluate request-specific performance metrics

- Step into source, with compilation checks and Visualforce tag completion

- Check class and entity-based depenencies

- Set simulated breakpoints and walk through the heap. - snapshots of the HEAP.

Developer Console is one of the options under your name in top navigation.

Allows you to do alot of your development right in the console and to test and debug,

- enter a query such as

list<account> acct = [select id from account];

and press Execute and you will see the results of this query

Stack - quick picture of request including Query and DML

Step into execution log

Look at executed units

Timeline - give you quick view of request. (92% was in the DB)

View log in browser.

SFDC Online Administration Training - Customization (60 minutes)

kevin@kevinlanders.com — Tue, 28 Feb 2012 10:42:00 -0700

OverView:

Learn how to configure the Salesforce application to suit your business needs, including how to create custom profiles, custom fields and page layouts. In addition you’ll learn how to use tab settings, record types and field level security to control what data your users can access in the application.

Profiles

A collection of settings and permissions.
Don’t override the organizations sharing model
Standard Profiles
All SFDC editions

Settings vary based on edition

Custom Profiles

Enterprise, developer and unlimited
Created by System admins by modifying an existing profile.

Admin

Cannot edit permissions on standard profiles
Enhanced profile User interface (Manage Users --> Profiles)
Object Permissions - Read, Create, Edit, Delete
Tab Settings - Hidden, Default Off, Default On

Create Profile

Clone existing profile
Edit assigned apps (toggle, Call Center, Community, Marketing, Chatter, etc.)
Edit objects and accessibility and permissions
Can then assign new profile to a user

Enhanced profile management

To Enable - Setup | Customize | User Interface -- click "Enable Enhanced Profile List Views"
create lists of profiles
make mass updates

compare profile settings

Permission Sets

Access to custom object
up to 1000 allowed
users can only have one profile but multiple permission sets
Many profile settings are not available.
Grant permissions only, not deny them

Standard Fields

predefined in SFDC
Cannot delete, but can be removed from a page layout.
Can create field level help

Considerations for customizations

Check Object name - custom fields or record types may have old names
Some standard fields cannot be renamed, such as Created By and Modified By

Customizing Tab Labels (Customize | Tab Names and Labels |Rename Tabs and Labels

§ Change Language on a certain tab.

Custom Fields

Capture information unique to your business process.
Up to 25 long text area custom fields.
Set a default value for a custom field.
Deleted fields count toward limit (permanently deleted after 45 days)
Can lose data if change type

Dependent PickLists

§ Make data more accurate and consistent

§ Work in conjunction with controlling picklists

§ Are indicated on edit pages by an icon

§ Limits

§ no limit to number of dependency levels

§ controlling picklist can have up to 300 values

§ Some standard picklists can’t be controlling fields.

§ Limitations on picklist values

§ ensure of one value

§ no default values

§ if field is disabled, the dependency rules for the files will not hold true

§ Picklist Field type

§ A controlling field cannot be Custom Multi-Select Picklist

§ A dependent field is Multi select Picklist or custom picklist

§ Lookup Field Type

§ Link 2 different objects

§ For Example - Link a lead object to an account object.

§ No effect on ownership, deletion or security

§ Customize | Cases | Fields

§ Limitations

§ max of 25 per object

§ Can be created between

§ Standard objects and other standard and custom objects

Custom objects and other custom or standard objects
standard or custom objecgts and users

§ Creating lookup relationships between custom objects adds a new report type to report wizard

§ You can create lookup relationships:

§ to users but not for them

§ From opportunity products but not to them

§ Accounts, person acccounts, assets, campaigns, contacts, contracts, leads, opportunities, products and solutions

§ A lookup relationship on a campaign field only displays on active campaigns.

Lookup Filters

Can reference:

Other fields on same record
Field on records of target object
Fields on records directly related to target object
Fields on the user's record, profile and role

Can be required or optional
Dependent Lookups
setup controlling field and dependent field
error displayed if dependency does not exist

Rich Text Fields

Formatted text, hyperlinks and images
Formatting toolbar on edit page
Convert HTML or JS to text for security reasons.

Custom Formula Field

not visible on edit pages
Read only on record detail pages.
Cannot reference themselves.
Cannot delete if referred to in formulas.
Custom and standard objects.
Not searchable via sidebar.
No data export or lead conversion.
Ignore field-level security settings of the source fields.

Cross-Object Formula Fields

Enhanced Visibility

incorporate merge fields
display fields from related objects

Ease of creation - Field Browser Wizard.
Flexible Calculations
insert fields that are related via master-detail or lookup relationship
parents and grandparents up to 5 levels
Customize | opportunities | Fields
For Example (Commissions)

Page Layouts

Controls the display of detail and edit pages
controls page section customizations
Set field properties
Can be assigned to a specific profile
Administration

System admins can create different page layouts. (not available in personal edition)
unsupported browsers get a message to opt out.

User Interface

Page properties contain object specific and tag enabling settings
add new section or a detail page
remove elements by dragging or clicking the cross icon ( X )

Drag and drop fields, buttons, custom links and related lists.
Customizable related lists

select the fields to display
up to 10 columns
View More link appears when you have more than five records
Customize | Accounts | Page Layouts

Business Process

Track sales, support and lead life-cycles across divisions, groups or markets
Associate a business process with one or more record types.
Available Business Processes

Sales Processes
Support Processes
Lead Processes
Solution Processes
Customize | Opportunities | Sales Processes

Record types implement business processes through page layout
Each business process is associated to one or more record types
Knowledge Check

Which statements are true about business process?

Each business process is associated with one or more record types
Each record type is associated with one or more business processes
For opportunity objects, record types are created before business processes
Record types implement business processes through page layouts
Record types help track sales life-cycles across divisions, groups or markets

Record Types

Define sets of picklist values for both standard and custom objects
not available in professional edition
Segment picklist values to business needs
fewer fields to maintain
Create

Step 1 - create
step 2 - assign record type to a profile

Customize | Object | Record Types
FAQ

A lead or case record created through Web-to-Lead or Web-to-Case will set the record type to that of a default lead owner or automated case user.
Multiple types may be created for every tab, with the exception of Home, Forecasts, documents, reports, consoles or Web tabs.
To add a picklist, you will be prompted to select the record types that should include the new value.
Look at Record type field in the page ti find out what type it is,
Users can choose to accept their profile's default record type. To accept the default record for any given tab, navigate to Setup | My Personal Information | Record Type Selection

Knowledge Check

Which profile component would you use to make a required field. - Page Layout

Opportunity Quotes

Displays the proposed price for a product or service
Created from opportunity
Synched with an opportunity
Converted to PDF
multiple payouts (B to B, B to C)
Setup | Customize | Quotes | Settings | Quote Settings | Enable Quotes
Quotes Template editor - same as page layout editor

Field level security

defines user access
enforce data security
ensure users view relevant data
more secure option overrides.
Hiding a fields affects reports, list views and other things using the field.
3 possible options - visible, hidden, read only
Setting security - Administration Setup | Manage Users | Profiles

History Tracking

Accounts, contacts, leads, cases, solutions, contracts, opportunities and all custom fields.
View old and new values along with date and user of change.
Considerations

old and new multi select values are not recorded
Formula, auto number and rollup summary fileds are not tracked
territories field on the account can not be tracked
History related lists do not display in Offline and portal editions.

Customize | Accounts (object to track)

Select field and click Set history checking
can track up to 20 fields

Tying it all together

Restricting access

Administration Setup | Security Controls | Network Access
Trusted IP ranges - entire org
Limit IP ranges on profile by profile basis.
restrict hours can have access by profile

Summary

Profile is collection of settings and permissions
Tab settings determine which tab a user can view
Predefined fields are called standard fields
Custom fields capture unique business information
Dependent picklists make your data more accurate and consistent
Lookup fields link 2 objects
Custom formula fields build business specific calculations
Page Layouts control the organization of pages
Business process to track separate sales, support and lead lifecycles
Field-level security defines users' access to view and edit specific fields

SFDC Webinar - Security in the Cloud

kevin@kevinlanders.com — Tue, 28 Feb 2012 10:09:00 -0700

Free Webinar: Security in the Cloud (10am PST)
Thursday, Feb 23, 2012 10:00 AM - 11:00 AM PST

http://www.developerforce.com/events/security_webinars/registration.php?d=70130000000sDn0

Webinar is in the past, they should post it online soon at http://www.salesforce.com/events/online/webinar-force.jsp.

OverView:

Authentication, authorization, and data access controls are standard requirements for most data-centric apps. And in a traditional client-server environment, these are often the most time-consuming features to implement, even for experts. In this session, you'll learn about Database.com's unique approach to user authentication with OAuth, user types, and a built-in and flexible data sharing model.

Join us for this webinar and learn:

Common authentication patterns such as Oauth and SAML
How Functional access controls provide simple administration of a user's permissions
How Record level access provides granularity of control at enterprise scale
How all three authorization and authentication patterns work together to do most of the work for you.

- The ABCs of Security in the cloud

- There are two methods of authentication

o Direct DB access with a privileged user

§ 1 highly privileged user

§ Classic integration and DB conn model

o Individual user accounts

§ Each user has a named account

§ Propagates identity to the DB

§ Simplifies authentication

§ Allows granular authorization at the data tier

- What is oAuth?

o An open protocol to allow secure API access in a simple and standard method from desktop and we applications

o Standardization of common, successful API patterns

o Standard track in IETF, SFDC.com, Google, Microsoft, Facebook, Twitter, yahoo, Oracle etc.

- Why use oAuth?

o simple, protocol is http based, interfaces are already done

o Works great for mobile - SFDC is switching to this, no need for API token

o Stops the password anti-pattern - reduce the security and management issues with passwords.

- Access with Named users

o Web server flows - Code returned to callback URL and exchanged for a token via a post.

o User Agent flow - used for JavaScript and mobile.

- How to use oAuth?

o Connect to oAuth endpoint, redirect Url, token

- How to use a token?

o Token response - XML or JSOM, access_token, refresh_token, instance_url, id

- Using it with an API

o REST - http header: Autjprocatisnm: oAuth <access_token>"

o SOAP - place access token in SOAP header like a SID.

- Identity URL service

o return a central identity Url

o Basic profile info similar to GetUserInfo

User Provisioning

- Add multiple users quickly

- Add single users with more detail

- Use the Object API for bulk

- Use REST API for other loads

- Use SAML (Security Assertion markup language) for upserts.

User Provisioning with REST API

- Workbench demo - (https://workbench.developerforce.com)

o REST Explorer

o Can do data inserts

o Uses oAuth and Heroku

Highlights of the Sharing Toolbox

- Organization wide defaults - default sharing model for all users

- Role hierarchy - management access to data

- Sharing rules - target access to specific groups

- Programmatic sharing - most granular - complete control

Summary

- Several ways to handle single sign-on

- There are privileged users, admin users, and everyone in between

- Profiles and Sharing work together to keep it simple

Resources

- security wiki

- Force.com security overview

- Security implementation guide

- Digging deeper into oAuth 2.0

- http://bit.ly/securitywebinar

SFDC Online Administration Training - Automating Your Service Cloud

kevin@kevinlanders.com — Thu, 16 Feb 2012 10:09:00 -0700

Automating Your Service Cloud This training session is intended for Service Rep/Managers and Beginning Administrators.

Description of this tutorial
Learn advanced techniques for your Service Cloud implementation to achieve the highest levels of customer satisfaction. You'll get an overview of tools and features like email templates, assignment rules, and escalation rules as well as hands on experience with these tools to help you manage and monitor the lifecycle of cases.

Service cloud allows you to manage lifecycle of customer service life cycle.

- Tools
Assignment Rules - route cases to a queue, a case team or a service agent
- Create - Customize --> Cases --> Escalation Rules
- Create Rule - Set Trigger Criteria such as Account:Rating, Select User or Queue to assign the case to
- Test Rule by creating a case - Cases Tab - Click New, set case Origin (phone) and set optional values such as "Assign using active assignment rules"
- View Cases - Cases Tab - Look in Queue created above.

Escalation Rules- reassign cases after a designated amount of time
- Create the rule - Create - Customize --> Cases --> Escalation Rules
- Create Criteria
- Set Escalation Action - select queue
- Create new Rule Entry- select Field such as Account: Support Level = Gold

WorkFlows - automates support processes
- Create new Rule (example is creating a workflow rule on a case comment) - Create - Workflow and Approvals - WorkFlow Rules
      - Select Type (ie - Case Comment)
      - Select Rule Criteria that workflow will trigger when Case Comment is published
      - Specify WorkFlow and - Set WorkFlow Action (New Field Update), select field to update
           - New Field Update - select field to update (Case, Status), set Value (working)
           - Set Email alert - Add Workflow Action - Select "New Email Alert"
                   - select Role, recipients, email template
      - Activate Rule
      - test workflow by logging in as a portal user and entering a comment

Test Question
- Which of the following functions can workflows are used for
    - Sending email alerts about a case update
    - Escalating a case to management
    - Assigning a case to a queue
    - Assigning a follow-up action to a support agent

SFDC Online Administration Training - Introduction to Identity Conformation

kevin@kevinlanders.com — Wed, 15 Feb 2012 13:51:00 -0700

This was a short tutorial titled Introduction to Identity Conformation (3:03)

There are two approaches to confirm identity

- Computer Activation - activate additional IP addresses, Web client and API client

- Trusted IP ranges - list of IP addresses activated for access, browser cookie.

Test Question - IP Ranges are used to identify SFDC users

SFDC Online Administration Training - Setting up the User Interface

kevin@kevinlanders.com — Wed, 15 Feb 2012 13:07:00 -0700

Below are some quick notes on the SFDC Administration tutorial named Setting up the User Interface

· When setting up the User Interface, you can

o Configure user interface (User Interface Page)

o Manage global settings for application

o Enable inline editing

o Allow end users to update values on details page and printable list page.

o Enable new user’s interface

o Enable collapsible sidebar

o Enhanced List views

o Configure chatter

§ Enable chatter. Email notifications, replies to new feeds, chatter invitations to non SFDC users.

o Feed Tracking

§ track records and fields of interest and dashboards.

o Add chatter tabs to other apps

o Configure search settings

o Sidebar search

§ Visible when chatter is enabled. Search items of separate words, searches all pages.

o Hovers

§ Related List Hovers <li>Access the related info by hovering, opportunities.

§ Recent Items Hovers – mini page layout

§ Lookup Hovers <li>mini page layout

§ Task hovers <li>My tasks list. view details without going to detail page

o List Views

§ Create new records, follow records, edit multiple records

§ Drag and drop, inline editing, view recent chatter, jump to page, record count display

§ Printing List Views

· enables print view button on each page

o Inline editing

§ maintain data easily,

o Configure Search Settings

§ include only records you are the owner of

§ document content search is an option

§ Enable SEO if Chinese, Japanese or Korean

§ Edit number of results per page, several objects to choose from

§ Lookup Settings

· Autocomplete

· Set fields that are searchable, fields available for filtering.

o Cloud Scheduler

§ Request meetings, propose up to 5 times, send branded email invites.

§ Navigate to Customize

· Activities

· Activities Settings

· enable and disable features.

SFDC Online Administration Training - OverView of SalesForce

kevin@kevinlanders.com — Wed, 15 Feb 2012 12:42:00 -0700

The first tutorial on the path to SFDC Administration Certfication is OverView of SalesForce (14:47)

Description of Training Module - This module provides an overview of the Salesforce application. Specifically you’ll learn about the evolution and architecture of Salesforce, the different editions and applications that are available, as well as an overview of the different standard objects that are used to store and manage your data.

The first step is to create an account at https://www.salesforce.com/form/signup/freetrial_training.jsp

Appforce is used by the Business Analyst
Siteforce is used to make marketing websites by business analysts, no technical knowledge needed.
VMForce is Java based
Heroku is written in Ruby

SalesCloud constists of
- Address and Contacts
- Leads - account is potential account
- Quotes
- Jigsaw - unmilited access to business contacts, clean data.
- Worklflows and approvals - automates business, streamlines
- Chatter - IM for SFDC
- Email and Collaboration- Office and Outlook
- RealTime Analytics
- realTime Partner management - coordinate with partners - oopportunities.
- AppExchange - extends functionality by SFDC and partners.

ServiceCloud consists of
- Email rules
- Cal Scripting - case resolution
- Search (Google) - ensures they find stuff from SFDC knowledge base
- Partners - share customer solutions
- LiveAgents - embed live chat
- Contracts and Entitlements -
- Social merdia Coaboration
- Social Networking - integration with FB, Twitter
- Analytics -
- All on Force.com platform -