Chapter 1

 Working with Objects and Fields

  • Understanding Objects in the Salesforce Platform
  • Various types of Objects
  • Understanding Standard Objects
  • Understanding Custom Objects
  • Creating and Managing a Custom Object
  • Creating and Managing Custom Fields
  • Create Fields with Relationships 

 Understanding Objects in the Salesforce Platform 

Salesforce objects are database tables that permit you to store data that is specific to an organization. 
Salesforce objects are of two types: Standard Objects: Standard objects are the kind of objects that are provided by salesforce.com 
such as users, contracts, reports, dashboards, etc

1. What are the objects in Salesforce?
       Salesforce supports several different types of objects. 
There are standard objects, custom objects, external objects, platform events, and BigObjects. In this module, 
we focus on the two most common types of objects: standard and custom.

Various types of Objects 

            Standard Objects − The objects already created for you by the Salesforce platform.
            Custom Objects − These are the objects created by you based on your business processes.
            External Objects − The objects which you create map to the data stored outside your organization.

Understanding Standard Objects

Standard objects are objects that are included with Salesforce.
 Common business objects like Account, Contact, Lead, and Opportunity are all standard objects. 
Custom objects are objects that you create to store information that's specific to your company or industry.

These are the objects which already exist in the Salesforce platform to manage the configurations and settings of the environment.
 Once you log in to the salesforce platform, you can see the available objects.

Creating and Managing a Custom Object

Define a custom object.
Display detailed information about a custom object

Creating and Managing Custom Fields 

1. Under FIELDS, select Custom fields.
2. Click Create a custom field. Make sure to select All to view the available field options.
3. Select the type of field you want to create and click Next. See a list and descriptions for the available custom field types in company-managed projects.
4. Add the details for your field.
5. The name you select appears as the custom field's title wherever the field appears. The description appears below the field when creating and editing issues, but not when browsing issues.
6. When you have entered the field details, select Create.
7. Add the new custom field to one or multiple screens by ticking the corresponding box and clicking Update.

 Create Fields with Relationships

6 Types of Relationships in Salesforce
1. Lookup Relationships
2. Master-Detail Relationship
3. Many-to-Many Relationships
4. Self Relationship
5. External Relationships
6. Hierarchical Relationships


Chapter 2

More on Custom Objects

  1. Need for Formula Fields
  2. Understanding and Creating Custom Formula Fields
  3. Understanding roll-up Summary
  4. Creating Fields with Roll-up Summary 
  5. More on Record types
  6. Understanding the capabilities of Record Types


Need for Formula Fields

Formula fields are custom fields that automatically provide results based on records and related records. 
They are a valuable and powerful tool provided by Salesforce to the Admins as
they are updated automatically in real time whenever a record is accessed.

What are the advantages of formula fields?

Formula Fields are an out-of-the-box Salesforce feature that enables you to manipulate (get more out of) your existing Salesforce data. 
Since most of us are familiar with Excel, these fields actually allow us to create simple and complex formulas based on data from a record and from its related records


Understanding and Creating Custom Formula Fields


Understanding roll-up Summary


What is a Roll-Up Summary Field? A roll-up summary field is one that aggregates data from a 
child object to a parent object that shares a Master-Detail relationship.
Roll-up summary fields can use the COUNT, SUM, MIN, and MAX functions

Creating Fields with Roll-up Summary


  1. From the Travel Approval object, select Fields & Relationships.
  2. Click New.
  3. Select the Roll-Up Summary data type.
  4. Click Next.
  5. Enter the following values for the field details: Field Label: Total Expenses. ...
  6. Click Next.
  7. Configure the roll-up calculation. ...
  8. Click Next, Next, Save. 
https://www.youtube.com/watch?v=dLScPw2GSVs


 More on Record types

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

Understanding the capabilities of Record Types


Record types in Salesforce allow you to have different business processes, picklist values,
 and page layouts to different users based on profile. 
You might create record types to differentiate your regular sales deals from your professional services engagements, 
offering different picklist values for each.



Chapter 3

APEX Programming

Introduction to the APEX Platform 

  • Apex is a strongly typed object-oriented, on-demand programming language. It is compiled, stored, and run entirely on the Force.com platform (multi-tenant environment and is very controlled in its invocations and limits).
  • Apex syntax looks mostly like Java and acts like stored procedures.
  • Apex allows developers to attach business logic to the record save process
  • Apex has built-in support for unit test creation and execution.
What is the apex class and Triggers?

Apex Classes: It is a collection of variables and a library of methods that can be reused.

Apex Trigger: It is a script that executes before or after a specific data manipulation language (DML) event on a particular Salesforce object.