Salesforce.com Platform as a Service

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Salesforce.com Platform as a Service by Mind Map: Salesforce.com       Platform as a Service

1. 5. Online Transactions

1.1. Controllers and Extensions

2. 6. Batch Transactions

2.1. Batchable Interface

2.1.1. start

2.1.1.1. 50 K

2.1.1.2. 50 M

2.1.2. execute

2.1.3. finish

3. 7. Scheduled Transactions

3.1. Time Based

3.1.1. schedulable

3.1.1.1. execute

4. 8. Integrated Transactions

4.1. EAI

4.1.1. Mulesoft

4.1.2. TIBCO

4.2. Web Services

4.2.1. SOAP

4.2.2. REST

4.2.2.1. Annotations

4.2.2.1.1. @HttpResource

4.2.2.1.2. @HttpPost

4.2.2.1.3. @HttpGet

4.2.2.1.4. @HttpPatch

4.2.2.1.5. @HttpPut

4.2.2.1.6. @HttpDelete

4.2.3. BULK

4.2.4. Streaming

5. 9. Validation and Automation - Triggers

5.1. Triggers

5.1.1. Validations

5.1.1.1. insert / update/ delete

5.1.1.2. cross object reference

5.1.2. Automations

5.1.2.1. insert / update/ delete/ undelete

5.1.2.2. cross object reference

5.1.3. Trigger Context Variables Trigger.TCV

5.1.3.1. Event Based Variables

5.1.3.1.1. isBefore

5.1.3.1.2. isAfter

5.1.3.1.3. isInsert

5.1.3.1.4. isUpdate

5.1.3.1.5. isDelete

5.1.3.1.6. isUndelete

5.1.3.2. Data Based Variables

5.1.3.2.1. new

5.1.3.2.2. newMap

5.1.3.2.3. Old

5.1.3.2.4. OldMap

5.1.3.2.5. size

6. 10. Testing

6.1. Governor Limits

6.2. +ve / -ve Values

6.3. Best Practices

6.4. Code Coverge

7. Vlocity

8. 2. How to Design Model

8.1. App

8.1.1. How to Identify

8.1.1.1. Business or Service of the Client

8.1.2. Why App

8.1.2.1. Without App we cannot have a software version of our Business / Service

8.2. Tab

8.2.1. How to identify

8.2.1.1. Plural Label of the sObject

8.2.2. Why Tab

8.2.2.1. It connects App with sObjects

8.2.2.2. Used to Create Records

8.2.2.3. Used to access existing records

8.3. sObject

8.3.1. How to Identify

8.3.1.1. Key pillars of the Business / Service without them the Business / Service cannot be operated

8.3.2. Why sObject

8.3.2.1. To define all Technical Features

8.4. Fields

8.4.1. How to identify

8.4.1.1. Identify all Transactions in the Business

8.4.1.1.1. Mark them as any of the 4 Transactions Online | Batch | Schedule | Integrated

8.4.1.2. To perform a Tranasaction we need data

8.4.1.3. Data is Captued through Fields

8.4.1.4. Map this field as a Property of sObject

8.4.2. Why Fields

8.4.2.1. To perform Transactions

8.5. Reltionships

8.5.1. When to Opt & its types

8.5.1.1. When One field is a property of multiple sObjects, Data will be physically stored at place and where ever it is needed we create Links.

8.5.1.1.1. Self

8.5.1.1.2. Look Up

8.5.1.1.3. Maser Detail

8.5.1.1.4. Many to Many

8.5.1.1.5. Roll UP Summary

8.5.1.1.6. Hirarchical

8.5.2. Why Relationships

8.5.2.1. To Store data efficiently. If we do not create relationships- Data will be stored redundantly and on modification leads to inconsistency.

8.6. Data

8.7. Records

9. 3. Validate Data

9.1. Validation Rules

9.1.1. Standard

9.1.1.1. Mandatory

9.1.1.2. Datatype

9.1.1.3. Width

9.1.1.4. Unique

9.1.2. Custom

9.1.2.1. Business Contraints

9.1.3. Field Dependency

10. 4. Design User Interface

10.1. Layouts

10.1.1. Page Layouts

10.1.2. Record Types

10.1.3. Look up Dialogs

10.1.4. Search Layouts

10.1.5. Views

10.1.6. List Views

10.2. Visual Force

10.3. Lightning

10.3.1. Aura

10.3.2. Flows

10.3.3. LWC

11. 11. Deployment

11.1. Azure Dev Ops

11.2. Ant

11.2.1. Jenkins

11.3. VS Code

11.4. Bit Bucket

12. 12. Data Migration

12.1. Import Wizard

12.1.1. upto 50K Records

12.1.2. Insert, Update,Upsert

12.2. Data Loader

12.2.1. upto 5 Million Records

12.2.2. Insert, Update, Upsert, Delete,Export, Export All

12.2.3. Security Token

13. 14. Automations and Approvals

13.1. Flows

13.1.1. Screen Flow

13.1.1.1. Interactions

13.1.1.1.1. Screen

13.1.1.1.2. Actions

13.1.1.1.3. Subflows

13.1.1.2. Logic

13.1.1.2.1. Assignment

13.1.1.2.2. Decision

13.1.1.2.3. Loop

13.1.1.2.4. Collection Sort

13.1.1.3. Data

13.1.1.3.1. CRUD Records

13.1.1.3.2. Roll Back

13.1.2. Scheduled Trigger

13.1.3. Auto Launched

13.1.4. Record Triggered

13.1.5. Platform Event Triggered Flow

13.2. Workflow

13.2.1. User Performes an Event

13.2.1.1. When a record is created

13.2.1.2. When ever a record is created or Edited

13.2.1.3. When Ever Recod is created or Edited to Subsequently meet the Criteria

13.2.2. Rule

13.2.2.1. Formula evaluates to True

13.2.2.2. Criteria evaluates to True

13.2.3. Actions

13.2.3.1. Immediate Actions

13.2.3.1.1. Send EMail

13.2.3.1.2. Assign Task

13.2.3.1.3. Field Update

13.2.3.1.4. Outbound Messages

13.2.3.2. Time Based / Scheduled Actions

13.2.3.2.1. Before

13.2.3.2.2. After

13.3. Process Builder

13.3.1. User Perfomes an Event

13.3.1.1. When a record is created

13.3.1.2. When ever a record is created or Edited

13.3.1.3. When Ever Recod is created or Edited to Subsequently meet the Criteria

13.3.2. Rule

13.3.2.1. Formula evaluates to True

13.3.2.2. Criteria evaluates to True

13.3.2.3. No Criteria

13.3.3. Actions

13.3.3.1. Immediate Actions

13.3.3.1.1. Send Email

13.3.3.1.2. Assign Task

13.3.3.1.3. Field Update

13.3.3.1.4. Call Apex

13.3.3.1.5. Quip

13.3.3.1.6. Quick Actions

13.3.3.1.7. Create Records

13.3.3.1.8. Flows

13.3.3.1.9. Approval Process

13.3.3.1.10. Post Chatter Messages

13.3.3.1.11. Notifications

13.3.3.2. Time Based Actions

13.3.3.2.1. Before

13.3.3.2.2. After

13.3.3.2.3. From now

13.4. Approval Process

13.4.1. Submit for approval

13.4.1.1. Specify the Entry Criteria for Submission

13.4.1.2. Choose the Approver

13.4.1.2.1. Choose at the time of Submission

13.4.1.2.2. Hierarchy

13.4.1.2.3. Specified User

13.4.1.2.4. Drop in a Queue

13.4.1.3. Notify the Approver

13.4.1.3.1. Actions

13.4.1.4. Make Decision & Notify Submitter

13.4.1.4.1. Approve

13.4.1.4.2. Reject

14. 15. Business Intelligence

14.1. Reports

14.1.1. Tabular

14.1.2. Summarised

14.1.3. Matrix

14.1.4. Joined

14.2. Dashboards

15. 13. Security & User Creation

15.1. Profiles

15.1.1. Company Profile

15.1.1.1. Licences

15.1.1.2. Fiscal Year

15.1.1.3. Business Hours

15.1.1.4. Holidays

15.1.1.5. Languages

15.1.2. User Profile

15.1.2.1. Apps

15.1.2.2. Tabs

15.1.2.3. Objects

15.1.2.4. Fields

15.1.2.5. Login IP/ Hours

15.1.2.6. Administrative Permissions

15.1.2.7. General Permissions

15.1.2.8. Session Settings

15.1.2.9. Password policy

15.2. Roles

15.2.1. Territory Based

15.2.2. Product Based

15.2.3. Company Size Based

15.3. Public Groups

15.3.1. Public Group

15.3.2. Roles

15.3.3. Roles & Subordinates

15.3.4. Users

15.4. Queues

15.4.1. Objects

15.4.2. Members

15.4.3. Owner of Record--> Multiple Users as Owners

15.5. OWD

15.5.1. Private

15.5.2. Public

15.5.2.1. Read Only

15.5.2.2. Read Write

15.5.2.3. Read Write and Transfer

15.6. Sharing Rules

15.6.1. Name

15.6.2. Source Data

15.6.2.1. Owner Based

15.6.2.1.1. Public Group

15.6.2.1.2. Roles

15.6.2.1.3. Role and Subordinates

15.6.2.1.4. Queues

15.6.2.2. Criteria Based

15.6.3. Target Users

15.6.3.1. Public Group

15.6.3.2. Roles

15.6.3.3. Roles & Subordinates

15.6.4. Access Level

15.6.4.1. Read Only

15.6.4.2. Read Write

15.7. Manual Sharing

15.7.1. Manually share data with Users

15.7.1.1. Public Group

15.7.1.2. Role

15.7.1.3. Role & Subordinates

15.7.1.4. User

15.8. Permission Sets

16. 1. Gathering Requirement