Class 10_Features of Force

8/10/2019 Class 10_Features of Force

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Instructor: Parikshith

Email: [email protected]

DEV 401:

Building Applications with Force.com and Visualforce

Features of the Force.com Platform

Typical Business Requirement

Preserving Data Quality

Ex: As new positions are entered in the application, the company

would like to ensure that appropriate fields are filled out.

Automating Process

Ex: Positions must be approved before recruiters start recruiting for

them.

Keeping Processes from getting stuck

Ex: A position open for more than 30 days without any candidatestriggers an email to the recruiter to jump start recruiting procedures

Keeping System in sync

Outbound messages help keep salesforce in sync with other systems

Auditing


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Features of the FORCE.COM platform

There are number of features that address and automatemanagement of these business requirements including:

Formula Fields

Validation Rules

Approval Process

Time dependent workflow

Outbound messaging

Field history tracking

Setup audit trail

Module Objectives

List typical business requirements in the area of a business

process

List some features on the force.com platform that help you

implement business process.

Describe how the VLOOKUP function can be used to solve

a business requirement

Describe how the REGEX function can be used to solve abusiness requirement

Describe how ISCHANGED, ISNEW, and PRIORVALUE

functions could be used to solve a business requirement.


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Useful operators & functions

ISCHANGED: Compares the value of a field to the previous valueand returns TRUE if values are different. If the values are same

then the function returns FALSE

Ex: Prevent the users from changing the paygrade of a position

after it has been approved.

PRIORVALUE: Returns previous value of a field

Ex: As negotiations take place, the HR would like to keep a

track changes to the salary listed on the offer


IF: Determines if expressions are TRUE or FALSE. Returns a

given value if True and another value if FALSE.

Ex: If the offer expiration date is less than today, and the offer

status is set to sent, display follow up on offer otherwise the

fields should be blank

ISNEW: Checks if the formula running during the creation of a new

record and returns TRUE if it is. If an existing record is being

updated, this function returns FALSE Ex: Ensuring the hiring managers dont backdate the opendate

of a position to increase its perceived Urgency, by using

ISNEW and checking whether the OPENDATE < TODAY ()


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Example of an IF Statement: IF (test, true return, false)

Nested IF(test, true return, Elseif(test, true return, false return))

Note: Limitation 5000 character limit in the window


ISPICKVAL: Determines the value of the picklist field is equal to a

string you specify.

Ex: Use in conjunction with IF to test If the status of an offer is

accepted. If so, (show the accepted salary) x 10% to calculate

the bonus amount, otherwise display no value

IF(ISPICKVAL(status, Accepted), ROUND

(Actual_Salary__c)X0,1,2),0)

Note: ISPICKVAL is not used alone. It must be used anytimethat you are referring to a picklist (except when using a case

function)


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REGEX: Compares a text field to a regular expression and returnsTRUE if there is a match. Otherwise it returns FALSE. A regular

expression is a string used to describe a format of a string

according to certain syntax rules.

Ex: Check to make social security number of a candidate

matches a regular expression representing a valid social

security number in the correct format.


CASE: Checks a given expression against a series of values. If the

expression is equal to a value returns the corresponding result. If it

is not equal to any values, it returns the else result.

Ex: Use CASE to evaluate the number of days that a position is

open and display a value depending on the result. For

positions open 1 week, display Maintain, For positions open

4 weeks, display Assign Task etc.

IMAGE Inserts an image with alternative text and height/width

specifications

Ex: If status is escalated show a red flag

If status is Under Review show a yellow flag

If status is All Clear show a green flag


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Class 10_Features of Force

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Transcript of Class 10_Features of Force