Salesforce Career Success Bootcamp - Contract Management App Foundations Pack - Build a More Extensive and Complex App.
This course is the sixth course of my Salesforce Career Success Bootcamp Series of courses - there are a total of 11 courses in this Bootcamp Series. This course builds upon the work we performed in the previous courses in this Bootcamp series. I recommend that you take these courses in sequential order.
What work do we do in this course?
We cover a lot of ground in this course – the Contract Management App Build.
We set the Contract Settings to send contract expiration notice emails to Account and Contract Owners. We explore the implications of setting the Contracts object's Security settings to Private, along with the cascading effect that has on other objects.
Additionally, we create multiple Sales Processes and corresponding Opportunity Record Types for the Contract Management App, to facilitate the sell of physical products (B2B Widgets) as well as service related product offerings (Call Center Business and Property Management).
Once the foundations of our Contract Management App are set in place, we shift our focus over to the User Interface and User Experience. We enable a Contracts Chatter Feed and set Field Level Security on certain Contract fields, for example.
We also create a Visualforce page to change the Account Details page, along with setting a Visualforce page override (which we later remove).
We make our app mobile and also add a Path to the Contract page layout. A newer feature of Salesforce, Themes and Branding, is also leveraged to adjust the User Interface of our Contract Management App.
Who is this Bootcamp Series For?
This Bootcamp Series and this course, the Contract Management App Foundations Pack, is intended for someone that is trying to land their first Salesforce job and has been told that they lack the appropriate level of experience. No certification or prior Salesforce experience is required.
In this course, we build a more extensive and complex application a Contract Management app. We build out the foundations and security model for a Contract Management application. We then extend and enhance the Contract Management App user interface and user experience.
This Bootcamp series helps you expand and deepen your knowledge of the Salesforce platform. You will also 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.
Why I Created this Bootcamp Series of Courses
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.