Salesforce Bootcamp Part 6 - Contract Management App Foundations Pack

Salesforce Bootcamp Part 6 - Contract Management App Foundations Pack

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.

Salesforce Bootcamp Part 6 - Contract Management App Foundations Pack
  • Bootcamp Part 6 - Contract Management App Foundation Intro

    In this module, 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.

    Resource:
    Part 6 Workbook...

  • Removing a Visualforce Page Override

    In this lesson, I show you how to remove the Visualforce Page override for viewing account records.

  • Contract Management App Foundations

    In this lesson we discuss the foundations of our upcoming Contract Management application. We look at the Fields and Relationships on the Contract standard object.

    I also share the Sales Objects ERD from the SOAP API Developer Guide (link below).

    We set the Contract Settings to send contract ex...

  • Contract Management App Security Model

    In this lesson, we explore setting the Contracts object to Private, but demonstrate how Contracts and Accounts are tied together. To make Contracts Private at the Org Wide Default level, you would also be making Accounts private also. This has a cascading effect of having to also make Cases and O...

  • Creating the Contract Sales Processes

    In this lecture we create three different Sales Processes and accompanying Record Types for the Opportunity object related to Contract Management. 

    Those Sales Processes and Record Types are:

    B2B Widgets

    Call Center Business

    Property Management

  • Contract Management App User Interface

    In this lecture we create the app and then start addressing some of the user interface limitations. From there, we start improving the UI by adjusting page layouts.

    Show a Contract on Opportunity or Quote Details

    To show a contract on the opportunity or quote details, use field-level security a...

  • Creating a Visualforce Page

    In this lesson we create a Visualforce page for our Contract Management application. I also show you how to embed a Visualforce page into a Standard Page Layout.

    I also show you how you can embed Visualforce into a Lightning App page as well.

    Code Reference for Visualforce Page: