Salesforce Career Success Bootcamp - App Building Fundamentals Pack - Build a Time Tracker Application.
This course is the second course of my Salesforce Career Success Bootcamp Series of courses - there are a total of 11 courses in this Bootcamp Series.
This course, the App Building Fundamentals Pack, is intended for someone that is trying to land their first Salesforce job and have been told that they lack the appropriate level of experience. No certification or prior Salesforce experience is required.
We create several different applications in the Bootcamp series, and this course is where we build the first one. Also in this course, we create the foundation for additional apps that we will complete in later courses of this Bootcamp series.
We will be creating a simpler, utility type application in this module - a Time Tracker App.
As we progress through this course, we will be creating custom objects, fields, validation rules, page layouts, record types, and more.
The end goal of this course is for you to come away with a firm understanding of the anatomy of an app on the Salesforce platform and gain hands-on experience in building an app.
This experience will help you expand your knowledge of the Salesforce platform, and also to come away with real-world applications that you can use in your own life – whether in an existing job, or helping you land you first, or next, Salesforce job.
I surveyed my students to find out what the biggest challenges were that they faced in launching their own Salesforce career. The most reported obstacle to starting a Salesforce career was a lack of experience. I created this Salesforce Career Success Bootcamp Series to empower you to 'Make Your Own Experience' rather than passively waiting for someone else to bestow your first Salesforce job randomly.
Salesforce Career Success Bootcamp - App Building Fundamentals Pack - Build a Time Tracker Application.
This course is the second course of my Salesforce Career Success Bootcamp Series of courses - there are a total of 11 courses in this Bootcamp Series.
This course, the App Building Fundament...
In this lesson, we discuss what an application is in Salesforce. We get introduced to the App Launcher in Lightning Experience. I also discuss the various applications that are available by default in the free Salesforce developer account.
In this lesson, we look at one of the core fundamental functions that Salesforce excels in: processes. We discuss the primary process for each of Marketing (Lead Process), Sales (Sales Process) and Service (Support Process).
As we are initially working through creating our utility type applicati...
In this lesson, we cover the Lead Conversion process. I discuss field mapping involved in the Lead Conversion process and we demonstrate how to map lead fields over to Accounts, Contacts and Opportunities. We also look at Lead Assignment Rules, Web-to-Lead forms, Lead Auto-Response Rules, general...
In this lesson, we create Opportunity Record Types for Job, Project and Volunteer opportunities.
In this lesson, we create Client and Recruiting Account Record Types.
In this lesson, we create Recruiter, Hiring Manager and Customer Record Types for the Contact Object.
In this lesson, I demonstrate the impact of Record Types on Accounts, Contacts and Opportunities has on the Lead Conversion process.
In this next group of lessons, we will create three custom objects. These three new custom objects are:
Time Entry
Time Card
Project
We will create the Time Entry object to have two Master-Detail relationships to provide a many-to-many relationship, or Junction Object, between Projects and Ti...
In this lesson, we create the Time Card Custom Object.
To create a Master-Detail relationship between two objects, you create a Master-Detail field on the child object (Time Entry in this example) to the parent object (Time Card in this example).
In this lesson, we create a custom object for Projects.
In this lecture, we utilize the Schema Builder to create another Master-Detail Relationship. We also visualize a Junction Object in the Schema Builder.
In this lecture, we create a Lightning App to include the Custom Tabs for the three Custom Objects that we created in the previous lesson – Time Entry, Time Card and Project.
