Business Logic and Process Automation Introduction So now we’re ready to talk about business logic and process automation. Now, according to the exam guide, this particular section is a 27% weighting. That is by far the largest weighting of any section in the exam guide. And so there’s a lot of core concepts that you have to understand really in depth. And so I would recommend that if you spend a majority of your time in this particular section that get you about halfway to being able to pass the…

Sharing Settings and Granting Access Using Hierarchies Okay, guys, now we’re going to set up sharing settings and then also get into granting access using Hierarchies. So first off, I want to remind you where we left off and that’s with the end user of Jim Doe, which I’m logged in as Jim right now, he has that custom marketing profile and so he only has access to these two productions, the Andy Griffith Show and she Years. And so I’m going to log out as him and show you…

Introducing Permission Sets Introducing permission sets. And so we’ve talked about profiles and roles and now we’re getting more deeply into security and all the different settings that you can do that control visibility and access and read, write, update, delete, Writes and Salesforce. And so Permission Sets, I want you to consider those as secondary profiles. And so if you just recall, a profile can be assigned to a user and a user can only have one profile permission Sets. Users can be assigned to multiple Permission sets. And…

Introducing Roles We’re next going to get into Roles and the role hierarchy. So if you click on Setup and search for Roles on the sidebar, you’ll notice that the Roles link under Manage Users is available. So if you click that, the first screen you’ll see is the one related to understanding roles. And there’s a sample role hierarchy here at this splash screen to show show you an example. And you can see samples for a territory based sample where you’ve got a Western and Eastern and international…

Security Introduction Hi guys and welcome to the security section of this course. And so you’ve just made it through the data modeling and management section which was a large section. And the data modeling and management accounted for 20% of the exam. Now security is weighted at 10% and this is a much smaller section of the course, but security can be a complex and confusing concept. Now, I must admit that security is not as large of a piece of this particular exam and certification, it is more…

Creating External Objects & Data Source with Salesforce Connect and Heroku So now it’s time to complete this helpful practice activity where we’re going to create an external object and an external data source by completing this tutorial that’s on developer force GitHub IO. And so we left off here on this module two, we already previously realized that we’ve created a free developer account. And so we’re in module two of installing the Schema package. And so to install this, you just click this link that says clicking here,…

Relationship Types and Implications on Reporting Okay, so now we’re going to talk about relationship types and implications on reporting. And we’re back on the same help topic here of considerations for relationships. If you scroll down towards the bottom of that page there’s the section for Impact of Relationships on Reports. So there’s a lot of good information here as far as how relationship types impact reports. I encourage you to read this more full and as you work through this course, experiment with different report types and see…

Exporting Data from Salesforce Data from salesforce. And so the most obvious tool to use for this would be the data loader, which I have opened here. And I wanted to show you specifically these two buttons which are Export and Export All. So we previously clicked on the Export button to export some data out of salesforce using the data loader. And that was on the lecture related to importing data. We use an export as our starting point pointer template and then did some data manipulation in our…

Importing Data – Which Tool is Best? So we spent quite a bit of time with the data loader now. And so I want to talk about other data import tools and data manipulation tools that are available to you in Salesforce. And so I’ve searched for the word data here and I’m on the Data loader page where we looked at previously for downloading the different links so that we can install the data loader. But in addition to that, we’ve got options for data export, which has to…

Considerations When Changing a Field’s Type Let’s chat for a few moments about considerations when changing custom field types. This is going to be more of a conceptual talk than a demo and that’s because you need to understand some underlying concepts around implications and what might happen inadvertently when you change a custom field type. And so what I mean by that is that we’re talking about changing the type of field a custom field is. And so in this example, I’m on the Campaign Object and I’m in…