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Learning Force.com Application Development
Table of Contents
Learning Force.com Application Development
Credits
About the Author
Acknowledgments
About the Reviewers
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Getting Started with Force.com
Introduction to the Force.com platform
Understanding the Force.com model
Key features of the Force.com platform
Multitenancy
Application services
Force.com metadata
MVC architecture
Programming language
Apex
Visualforce
SOQL
SOSL
Integration
Force.com sites
AppExchange
Advantages of Force.com
Designing and developing applications on the Force.com platform
Signing up for a free developer edition account
Basic application design
Types of applications suitable for Force.com
Design consideration
Customization on the Force.com platform
Identifying building blocks of the Force.com platform
The sample application
Summary
2. Building the Data Model
Creating objects
Standard objects
Custom objects
Creating custom fields
Text data types
Numeric field data types
Calendar data types
Formatted text data types
Calculation data types
Limited option data types
Relationship data types
Special relationship types
Creating a lookup relationship field
Creating a master-detail relationship field
Summary
3. Building the User Interface
Creating a Force.com custom application
Creating custom tabs
Custom object tabs
Visualforce tabs
The Web tab
Customizing page layouts
Search layouts
Page layouts
The page layout editor
An overview of Visualforce
Advantages of Visualforce
Summary
4. Designing Apps for Multiple Users and Protecting Data
Design considerations
An overview of Force.com licenses
The security framework of the Force.com platform
Organization security
Password policies
Activations
Login access policies
Certificate and key management
Remote site settings
Other organization security settings
User security
Network-based security
Session security
Administrative security
Profiles and roles
Creating a custom profile
Assigning roles
Administrative permissions and general user permissions
Permission sets
Groups
Queues
Component-based security
Application permissions
Tab permissions
Record type permissions
Apex class and Visualforce page permissions
Object permissions
Field-level security permissions
Record-based security
Record ownership
Organization-wide defaults
Record sharing
Summary
5. Implementing Business Processes
Preserving data quality with validation rules
Defining validation rules
Considerations and tips for writing validation rules
Automating the business process using workflows
Creating workflow rules
Time-dependent actions and time trigger considerations
Automating the business process using approval processes
Creating a multistep approval process
Approval process considerations
Comparing workflow and approval processes
Summary
6. Data Management on the Force.com Platform
Data management operations
The CRUD commands
The Upsert command
Force.com record IDs
Characteristics of record IDs
Inserting system fields
External IDs
Data management tools
Cloud-based tools
The data import wizard
Data export
Mass transfer records
Mass delete records
API-based tools
Apex Data Loader
Exporting data using Data Loader
Upserting data using Data Loader
Summary
7. Custom Coding with Apex
Introducing Apex
Apex code in the runtime environment
Apex code and unit testing
Apex governors and limits
Apex code and security
Apex code and web services
Apex and metadata
Working with Apex
Apex basics
Apex data types
Primitive data types
Enum data types
sObject data types
Collection data types
Apex logics and loops
Writing Apex code – object-oriented programming in Apex
Creating Apex code
Syntax to define classes
Syntax to define interfaces
Syntax for attributes and methods
Access modifiers
The static keyword
The final keyword
Class constructors
Triggers
Trigger syntax
Trigger context variables
Triggers and the order of execution
Exceptions in triggers
Creating triggers
Trigger considerations
Force.com platform query languages
Salesforce.com Object Query Language (SOQL)
SOQL basic syntax
SOQL keywords
SOQL functions
SOQL relationship queries
Salesforce.com Object Search Language (SOSL)
Dynamic SOQL and SOSL
Data manipulation on the Force.com platform
Standalone statements
Database methods
SaveResult
Database.DMLOptions
DML and Loops
Apex SOQL and DML governor limits
Data integrity and transactions
Summary
8. Building Custom Pages with Visualforce
Introducing Visualforce
The concepts of Visualforce
The Visualforce architecture
Visualforce pages
Expression syntax and data binding
Visualforce and standard web development technologies
Styling Visualforce pages
Salesforce styles
Custom styles
Using JavaScript in Visualforce pages
Accessing Visualforce components with JavaScript
JavaScript remoting for Apex controllers
Using jQuery in Visualforce pages
HTML5 and Visualforce pages
Visualforce controllers
Standard controllers
Standard controller – data bindings
Standard controller – traversing data
Standard controller – data validation messages
Standard controller – actions
Standard list controllers
Standard list controller – actions
Custom controllers
Controller methods
Getter methods
Setter methods
Action methods
Navigation methods
Controller extensions
Considerations to create custom controllers and controller extensions
The order of execution of a Visualforce page
Get requests of a Visualforce page
Postback requests of a Visualforce page
Visualforce custom components
Creating and using a custom component
Custom attributes and custom controllers
Advantages of Visualforce
Summary
9. Analytics as a Service with the Force.com Platform
Reports
Report formats
Tabular reports
Summary reports
Matrix reports
Joined reports
Building a report
Custom report types
Dashboards
Building a dashboard
Reporting snapshot
Setting up a reporting snapshots
Summary
10. E-mail Services with the Force.com Platform
Handling inbound e-mails
Implementing the InboundEmailHandler interface
Setting up the e-mail service
Sending e-mails
Sending a single e-mail
Sending mass e-mails
Sending e-mails with attachments
Visualforce e-mail templates
Summary
11. Building Public Websites with Force.com Sites
Force.com sites
Creating and customizing your first Force.com site
Registering a domain name
Creating a Force.com site using the domain name
Assigning Visualforce pages to the site
Setting up the security access permissions
Public Access Settings
Login settings
Best practices on Force.com sites
Summary
12. Deploying the Force.com Application
Application development methodology and architecture
Migrating configuration changes
Sandboxes
Change set
Setting up deployment connections
Best practices
Packages
Managed packages
Unmanaged packages
Creating a package
Uploading the package
Simple deployment with the Force.com IDE
Distributing Force.com applications onto AppExchange
Summary
A. Force.com Tools
Development tools
Data tools
Cloud integration tools
Language integration libraries
Salesforce platform mobile services
Summary
Index
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