Salesforce Developer Training Course

Day 1: Salesforce Overview

 

What is Salesforce?

Uses of Salesforce

Why is Salesforce So Popular?

Salesforce Platform Services

What is Salesforce Cloud?

Easy-to-Use Salesforce Implementation

Explicit Salesforce Architecture

Salesforce Certification

Salesforce Database & Structure

 

Day 2: Data Model

 

Sales Objects

Task and Event Objects

Service Cloud Objects

Document, Note, and Attachment Objects

User, Sharing, and Permission Objects

Profile and Permission Objects

Record Type Objects

 

Day 3: Add Business Logic

Add a Formula Field

Add a Validation Rule

Create Flow Using Flow Builder

Build a Salesforce App

Day 4: Apex Introduction

What is Apex?

When Should Developer Choose Apex

Working Structure of Apex

Apex Syntax

Apex Development Environment

Data Type in Apex

Apex Access Specifier

Keywords in Apex

Apex String

Control Flow Statments  

Classes, Objects and Interfaces

Apex References - Data types

https://help.salesforce.com/s/articleView?id=sf.development_tools.htm&type=5

 

Day 5: Salesforce Object Query Language (SOQL)

Typographical Conventions in this Document

SOQL SELECT Syntax

SOQL SELECT Example

SOQL SELECT Functions

Relationship Queries

SOQL Limits on objects

Day 6: Salesforce Object Search Language (SOSL)

Typographical Conventions in this Document

SOSL Limits on Search Results & External Objects Search results

SOSL Syntax

Example Text Searches

 

 Day 7: Dynamic Apex

Introduction

Uding Field Toekn

Schema Method - sObjects,Tabs

Dynamic SOQL

Dynamic SOSL

Dynamic DML

 

 Day 8: Apex Triggers

What are Triggers in Salesforce?

Writing Apex Triggers

What are Context Variables in Triggers?

Using Trigger Exceptions

Triggers in Salesforce Vs Workflows in Salesforce

 

 Day 9: Asynchronous Apex 

Batch Apex 

Scheduled Apex 

Queueable Apex

Future Methods

Triggers in Salesforce Vs Workflows in Salesforce

 

Day 10: API

Understanding API     

Use Cases for API

REST API

SOAP API

Connect REST API

User Interface API

Analytics REST API

Bulk API

Metadata API

Pub/Sub API

Apex REST API

Apex SOAP API

Tooling API

GraphQL API

https://trailhead.salesforce.com/content/learn/modules/api_basics/api_basics_overview 

 

Day 11: Debugging and Exception Handling

Basics  

Developer Console   

Debug Log 

System Defined Exceptions and Types

Custom or User Defined Exceptions

 

Day 12: Apex Testing

Understanding Testing in Apex

What to Test in Apex

What is Apex Unit Tests?

Understanding Test Data

Run Unit Test Methods

Testing Best Practices

Testing Example

Testing and Code Coverage

Code Coverage Best Practices

Build a Mocking Framework with the Stub API

 

Day 13: Vasualforce Page

Creating a Visualforce Page

Editing a Visualforce Page

Using Page Block and Page Block Section

Creating Standard List Controller

Adding Records using Standard Controller

Use of Visualforce in Lightning Experience

Develop Visualforce Pages for Lightning Experience

Explore the Visualforce App Container

Share Visualforce Pages between Classic and Lightning Experience

Manage Navigation

Understand Important Visual Design Considerations

Day 14: Lightning Aura Components

Introducing Aura Components

Quick Start

Creating Components

Using Components

Communicating with Events

Communicating Across the DOM with Lightning Message Service

Creating Apps

Styling Apps

Developing Secure Code

Using JavaScript

Working with Salesforce Data

Testing Components

Debugging

Performance

https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/components_overview.htm

 

Day 15: Lightning Web Components

Introducing Lightning Web Components

Discussion about the Lightning Component Bundle

Create Lightning Web Components

Communicate with Events

Work with Salesforce Data

Develop Secure Code

Use Components in Salesforce Targets

Use Components Outside Salesforce with Lightning Out

Aura Coexistence

Migrate Aura Components

Debug Lightning Web Components

Test Lightning Web Components

Improve Performance

 

Day 16: Apex Deployment 

 

Salesforce Sandbox 

Change Sets

First Generation Packaging 

DevOps Centre

Third-Party Release Management Tools

Salesforce CLI  (SF) 

ANT Migration Tool

Day 17: Packages 
   

Understanding Packages

First Generation Packages

Second Generation Packages     

https://developer.salesforce.com/docs/atlas.en-us.250.0.sfdx_dev.meta/sfdx_dev/sfdx_setup_enable_devhub.htm

Authentication Flow

https://www.apexhours.com/salesforce-oauth-flows-guidelines-and-tips/

https://www.apexhours.com/salesforce-oauth-2-0-jwt-bearer-flow/

Additional Reference Documents (Trailmixes).

Dev - Day 1 (Salesforce Overview)

Dev - Day 2 (Data Model)

Dev - Day 3 (Add Business Logic)

Dev - Day 4 (Apex Introduction)

Dev - Day 5 (Salesforce Object Query Language (SOQL))

Dev - Day 6 (Salesforce Object Search Language (SOSL))

Dev - Day 7 (Dynamic Apex)

Dev - Day 8 (Apex Triggers)

Dev - Day 9 (Asynchronous Apex)

Dev - Day 10 (API)

Dev - Day 11 (Debugging and Exception Handling)

Dev - Day 12 (Apex Testing)

Dev - Day 13 (Visualforce Page)

Dev - Day 14 (Lightning Aura Components)

Dev - Day 15 (Lightning Web Components)

Dev - Day 16 (Deployment)

Dev - Day 17 (Packages)

Dev - Day 18 (Sample LWC Projects)

Additional Modules

Developer Beginner 

Developer Intermediate

Developer Advance 

Development Best Practices 

Platform Developer 1 Exam Preparation

Platform Developer II Exam Preparation

Trailhead GitHub

Documents from Salesforce 

Apex Developer Guide

Apex Reference Guide

LWC Developer Guide

LWC Component Reference

SOQL and SOSL Reference Guide

SF Commands Reference Guide

 

Service Cloud Administration in Lightning Experience (ADX261)

Service Cloud Administration in Lightning Experience (ADX261) 

List of Topics to be covered in this Series:

• Setup the case management process automating the support process with queues, assignment/escalation rules, and Process Builder
• Configure Salesforce knowledge to help you manage the creation, publication, and maintenance of knowledge articles
• Enable entitlements to set up service contracts
• Setup the Salesforce Service Console app and to help your support reps work more efficiently
• Understand the capabilities of the Softphone Utility in the Lightning Console
• Configure online chat with customers using Web Chats
• Understand and set up Communities

Lessons and Topics

Case Escalations and Entitlements

• Create processes to streamline a support team’s workflow and case management.
• Customize fields, page layouts and record types for different kinds of support cases.
• Define picklist values for each new record type.
• Create case assignment rules, queues and escalation rules to push cases to the appropriate support team at the appropriate time.
• Create and manage entitlements to customize the level of support for each customer.

Salesforce Knowledge

• Enable Lightning Knowledge and assign appropriate user licenses.
• Customize page layouts and record types to support knowledge article management.
• Customize access to, permissions for, and visibility of knowledge tools and processes.
• Create and manage articles to ensure quality of information.
• Manage and close cases more efficiently using knowledge articles.

Lightning Service Console

• Create your own Service Console app.
• Customize the Lightning Console pages.
• Add Utilities to your Console.
• Enable and utilize Chat (formerly Live Agent).
• Optimize the use of Omni-Channel.

Salesforce Self-Service Communities

• Enable communities in your Salesforce org.
• Create a permission set for effective administration of communities.
• Customize the look and layout of the community.
• Add the Reputation component to the community.

Prepare for Your Salesforce Service Cloud Consultant Credential

 

Automatically share child records using Process Builder and Visual Flow

 

This blog post demonstrates how to automatically share custom child record(s) with a user using Process Builder and Visual Flow. 

Problem

Out-of-the-box Salesforce functionality doesn’t allow child records to be automatically shared when a user accesses its parent record. Without additional custom functionality, child records need to be manually shared with users which would be very time-consuming.

Use Case

A company has one or more child companies (distributors). When a user accesses a parent company record they also want access to its child company records (distributors).

Solution

Process Builder and Visual Flow can be utilized to automatically share child records when a user accesses the parent record.  

Custom object Company contains a self-lookup Distributor which enables a parent/child relationship between a Company parent record and one or more child Company (Distributor) records. 

Custom object Company Sharing is related to Company via a master-detail relationship and stores sharing information. 

To implement our solution, we will carry out the following tasks:

1. Create custom objects.

2. Create Visual Flow Share Company & Distributor Record to User.

3. Create Process Builder Company Share - On Create & Update.

1. Create Custom Objects

1.1 Create a custom object Company to store company information.

Object Name	API Name	Singular  Label	Plural Label	Data Type
Company	Company__c	Company	Companies	Text

1.2 Add the following fields:

Field Name	API Name	Data Type
Company Name	Name	Text
Address	Address__c	Text Area
City	City__c	Text
Country	Country__c	Text
Distributor	Distributor__c	Lookup(Company)
Email	Email__c	Email
Phone	Phone__c	Phone
Postal Code	Postal_Code__c	Text
State	State__c	Text

1.3 Create a custom self-lookup field Distributor on the Company object to store all the child Distributor records. 

Field Name	API Name	Data Type	Description
Distributor	Distributor__c	Lookup	Store child Company record

1.4 Create a custom object Company Sharing to store sharing information.

Object Name	API Name	Singular  Label	Plural Label	Data Type
Company Sharing	Company_Sharing__c	Company Sharing	Company Sharing	Text

Image of object here ->

1.5 Add the following fields to Company Sharing.

Field Name	API Name	Data Type
Access Level	Access_Level__c	Picklist
Company	Company__c	Master-Detail
Company Share ID	Company_Share_ID__c	Auto Number
User	User	Lookup(User)

Image of object here ->

2. Create Visual Flow Share Company & Distributor Record to User

Visual flow Share Company & Distributor Record to User transfers ownership of Company and Distributor record to the user when a Company record is created or updated.

2.1 Start Button default it will appear.

2.2 Create a userId input variable and check the Available for input.

2.3 Create CompanyId variable and check the Available for input

2.4 Create AccessType variable and check the Available for input

2.5 Select Decision element from left side panel if company id not equal to null 

 →   Toolbox →  Element →  Logic →  Decision

2.6 Select Create Record element from left side panel to Share the Company Record to User create the Share: Company object record.

 →  Toolbox →  Element →  Data →  Create Record

2.7 Select Get Records element from the left-side panel to get the list of Distributor record  equal to companyId from the Company object.

 

 →  Toolbox →  Element →  Data →  Create Record

2.8 Select Loop element from the left-side panel to iterate the Distributor record  from the List of Distributors.

 →  Toolbox →  Element →  Logic →  Loop

 →  Create SingleDistributor record variable to store Company record.

2.9 Select Assignment element from the left-side panel to assign the Company Share record to value to Create Company Share Record.

→ Toolbox →  Element- →  Logic →  Assignment

→  Create SingleCompanyShareRecord record variable to store Share: Company record.

2.10 Select Assignment element from the left-side panel to assign the SingleCompanyShareRecord to CollectionCompanyShare variable.

→ Toolbox →  Element →  Logic →  Assignment

→  Create CollectionCompanyShare record variable. 

2.11: Select the Create Record element from the left-side panel to create the bulk of Company Share records using this variable CollectionCompanyShare.

3. Create Process Builder Company Share - On Create & Update

3.1 Create Process builder Company Share - On Create & Update which runs each time a Company Sharing is created or updated. 

→ Select Company Share object

→ When a record is created or edited

3.2  Criteria is defined as: When a Company Sharing record is created or when fields Company__c, User__c and Access_Level__c are changed. 

The criteria is defined by using the following formula:

OR(ISNEW(),
ISCHANGED([Company_Sharing__c].Company__c ),
ISCHANGED([Company_Sharing__c].User__c),
ISCHANGED([Company_Sharing__c].Access_Level__c ))

Step 3:  When the criteria is met, Visual Flow Share Company & Distributor Record to User is called using the following variables:

 

CompanyID  →  Field Reference [Company_Sharing__c].Company__c

UserId          →  Field Reference [Company_Sharing__c].User__c

AccessType →  Field Reference [Company_Sharing__c].Access_Level__c

Conclusion

In our example, Process Builder and Visual Flow creates and updates the Company Sharing object to enable Company and Distributor records to be automatically shared with users, therefore removing the need for records to be manually shared.

When a new Company Sharing record is created, users automatically gain access to all the Distributor records.

This solution satisfies the Use Case by providing a practical way to automatically share child records with users. It demonstrates how Process Builder and Visual Flow can be utilised to create an elegant and powerful solution to manage record sharing.