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Showing posts from October, 2023

Build a Battle Station App : Create Reports and Dashboards

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  Build a Battle Station App : Create Reports and Dashboards A report in Salesforce is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. You'll create a report to monitor your supply costs for each Battle Station being constructed.

Build a Battle Station App : Add Business Logic

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Build a Battle Station App : Add Business Logic : App Customization Prerequisites Building a Battle Station is not all sunshine, rainbows, and lollipops. It’s hard work that has to be done right. As you may have heard, we’ve had problems in the past with exhaust ports. There are too many of them, and they are, apparently, very easy to shoot missiles into. This tends to make them blow up.

Build a Battle Station App : Modify the User Experience

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Build a Battle Station App : Modify the User Experience Page layouts allow you to customize the look and feel of detail and edit pages in Salesforce. You can also use page layouts to control which fields, related lists, and custom links users see, which standard and custom buttons appear on detail pages and related lists, and determine whether fields are visible, read only, or required on detail and edit pages. Yes... you can do a lot with page layouts.  

App Customization Specialist : Build a shift approval tool | using Flow | Challenge 4

Create a volunteer shift approval process and a way to automatically launch the process or change the status. Add Dan to help with testing.  

Build a Battle Station App : Build the Object Model

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Build a Battle Station App : Build the Object Model Data Model - Our application will use three custom objects. Battle Station—This will be our main object that tracks the status of the project, its supplies and resources. Resource—Projects are about doing "stuff" and you need resources (that is, people) to do "stuff." We'll use the resources custom object to track the number of people working on the construction project and how much time they are committed to it. Supply—You also need supplies and equipment to build a Battle Station. We'll use this object to track our supplies and their costs.  

Build a Battle Station App : Create the Battle Station App

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  Build a Battle Station App : Create the Battle Station App - Create the Battle Station Constructions app. - Create the Battle Station object. - Add fields to the Battle Station custom object. - Create a Resource custom object and fields. - Create a Supply custom object and fields. - Modify the Battle Station page layout. - Add a Roll-up Summary for Resources. - Remind your users of data requirements with a validation rule. - Automate a business process with Flow Builder. - Create a Report for Supply costs. - Create a Dashboard to display reports.

Data and Actions in Flows - Communicate Using the Action Element

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Data and Actions in Flows - Communicate Using the Action Element Start building flows to automate business processes using Salesforce records. - Build a flow that sends an email. - Use text templates to compose formatted messages that Flow Builder can use. - Build a flow that creates a Chatter post. - Build a flow that submits a record for approval.  

Data and Actions in Flows - Communicate Using the Action Element

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Data and Actions in Flows - Communicate Using the Action Element Start building flows to automate business processes using Salesforce records. - Build a flow that sends an email. - Use text templates to compose formatted messages that Flow Builder can use. - Build a flow that creates a Chatter post. - Build a flow that submits a record for approval.  

Data and Actions in Flows - Combine Variables and Data Elements

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Data and Actions in Flows - Combine Variables and Data Elements Start building flows to automate business processes using Salesforce records. - Use the variables generated by some elements. - Retrieve data from Salesforce records to use in your flows. - Use record variables in Create Records and Update Records elements.  

Data and Actions in Flows - Work with Salesforce Records in Flows

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Data and Actions in Flows - Work with Salesforce Records in Flows Start building flows to automate business processes using Salesforce records. - Understand how flows interact with Salesforce records. - Build a flow that creates a Salesforce record. - Build a flow that updates a Salesforce record.