2010版Salesforce ADM201认证指南：云定制应用开发基础

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《Force.com平台基础》是一本专为准备参加Salesforce ADM201认证考试的读者设计的重要参考书籍，发布于2010年12月，第五版。作者Phil Choi、Chris McGuire和Caroline Roth携手多位贡献者，包括Dave Carroll、Nick Tran、Andrea Leszek等，共同编撰了这本关于在云中定制应用程序开发的入门指南。本书深入浅出地介绍了Force.com平台的核心概念和技术，它覆盖了云计算环境中开发应用程序的基础知识，包括但不限于以下几个关键知识点： 1. **平台简介**：阐述了Force.com（现称Salesforce.com）作为一款基于云的客户关系管理（CRM）平台，如何支持企业构建和部署定制化的业务应用。 2. **定制应用开发**：涵盖了在Force.com平台上创建自定义对象、字段、页面、流程自动化以及工作流的设计原则和技术。 3. **API和连接性**：强调了Force.com API的重要性，如RESTful API、SOAP接口，以及与其他系统集成的方法，如Apex编程语言和Visualforce页面。 4. **安全性和合规性**：讲解了如何确保数据安全，遵循GDPR等相关法规，并理解用户权限管理和角色模型。 5. **移动开发**：介绍了Force.com的移动应用开发能力，如Mobile SDK和轻量级应用(Lightning Experience)的设计与实现。 6. **用户体验与界面设计**：讨论了如何创建用户友好的界面，包括 Aura组件、Visualforce布局和用户体验最佳实践。 7. **部署与管理**：涉及部署策略、版本控制、性能优化和监控，以及对生产环境的部署和维护技巧。 8. **社区和学习资源**：书中还包含了如何利用Salesforce开发者社区、培训材料以及在线资源来提升技能和解决问题的部分。《Force.com平台基础》一书不仅是学习者通向Salesforce专业认证的桥梁，也是任何希望在云应用开发领域建立坚实基础的专业人士的理想参考资料。通过阅读这本书，读者将能够理解和掌握Salesforce平台的核心技术，为实际项目开发和职业发展打下坚实基础。

DescriptionChapter

and then edit the layout of the object's detail

page.

Add ﬁve more custom objects to our recruiting

app, and associate them with one another

using relationships.

Expanding the Simple App Using

Relationships

Set up rules for who can read, create, edit, and

delete records in the app.

Securing and Sharing Data

Enable Chatter for your organization so users

can keep up with the information they care

about.

Collaborating with Chatter

Deﬁne workﬂow rules and approval processes

that assign tasks, update ﬁelds, and send

emails when certain criteria are met.

Using Custom Workﬂow and Approval

Processes

Create custom reports, charts, and dashboards

that give users a bird's-eye view of recruiting

data.

Analyzing Data with Reports and Dashboards

Learn how to use Visualforce to extend the

functionality of the platform by creating a

Moving Beyond Point-and-Click App

Development

mash-up with Yahoo! maps, adding a tool for

mass updating records, and publishing a subset

of your data to anyone on the Web.

Find out where you can get more information

about developing on the platform.

Learning More

Look up the deﬁnition of any term you ﬁnd

unfamiliar.

Glossary

Note: This book contains lots of screenshots. Because the Force.com platform is a

rapidly developing platform, the screenshots might vary slightly from what you see on

the screen, but don't worry! These differences should be minor and won't affect your

understanding of the system.

Preface

Choosing Your Development Environment

To follow along with the exercises in this book, you'll need a Salesforce.com account. If you're

already a Salesforce.com customer, you can use a Force.com sandbox. A sandbox is a copy of

your organization that you can use for testing conﬁgurations and training users without

compromising the data in your production organization. Salesforce.com Enterprise and

Unlimited Editions come with one free sandbox; users of other editions can use Developer

Edition to do the exercises.

If you're new to Salesforce.com or if you don't want to use a sandbox, go to developer.force.com

and sign up for a free Developer Edition account. Developer Edition is a fully-functional

version of Salesforce.com that you can use to develop Salesforce.com apps. Since it's free, there

are limits on the amount of users, bandwidth, and storage you're allowed, but it includes all of

the features in Salesforce.com. When you sign up, you'll also automatically become part of the

growing community of Force.com platform developers around the world.

Note: Another free version of Salesforce.com, Free Edition, is also available at

developer.force.com. Free Edition already includes a complete version of the app that's

described in this book, so it's not the version you should choose if you want the

experience of building an app from scratch.

Sending Feedback

Questions or comments about anything you see in this book? Suggestions for topics that you'd

like to see covered in future versions? Go to the Developer Force discussion boards at

community.salesforce.com/sforce?category.id=developers and let us know

what you think! Or email us directly at developerforce@salesforce.com.

About Developer Force

Developer Force is a community of developers who customize and build applications that run

in the cloud and are built with the Force.com platform. Developer Force members have access

to a full range of resources, including sample code, toolkits, an online developer community,

and the test environments necessary for building apps. The Developer Force website includes

an online version of this book and has information about the Dreamforce event that we hold

every year for Force.com platform developers. If you need more info, have a question to ask,

are seeking a toolkit or sample, or just want to dig a little deeper into Force.com platform

development, Developer Force is where it all comes together.

Preface

The Basics of an App

If you haven't used Salesforce.com before, you'll ﬁnd it worthwhile to log in and spend a bit

of time clicking around. Most Salesforce.com editions (including Developer Edition) have a

basic Salesforce.com SFA app, so we'll start by looking at that. The interface for these tasks

has a lot in common with the interface of whatever app you're planning to build.

Note: Haven't signed up for a Developer Edition account yet? Go to

www.developerforce.com/events/regular/registration.php.

Tabs

As you can see when you start clicking around, there are a few key elements that form the

foundation of the Sales Automation app and of most applications created with the platform.

First, across the top of the app is a set of tabs that segment the app into different parts. Each

tab corresponds to a type of object, such as an account or contact, and within a tab you can

perform actions on particular records of that tab's type. For example, when you click on the

Accounts tab, you can create a new record for the “Acme” account. You can also edit existing

accounts, or use a list view to ﬁlter lists of accounts by certain criteria. Most app development

work revolves around creating tabs and deﬁning the data and behaviors that support them.

Forms

A second key element is the form that is displayed as part of a tab. As in any business app,

forms are the primary means of entering and viewing information in the system. Forms allow

you to view and edit the data associated with a particular record on a tab, like the contact

“Jerome Garcia” on the Contacts tab. When developing a new app you can deﬁne what

information appears in each form, and how it is organized. For example, the form for a contact

record includes ﬁelds such as Last Name, Home Phone, Mailing City, Title,

Birthdate, Reports To, and Account. In a Force.com platform app, the form used to

enter information is referred to as an edit page and the read-only view of that information is

referred to as a detail page.

Links

Finally, because Force.com platform apps are delivered via a Web browser, they use links to

provide navigation to related data. For example, on an account detail page, there are links to

Chapter 1: Introducing the Force.com Platform

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2010版Salesforce ADM201认证指南：云定制应用开发基础

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