- Custom fields are stored for 45 days after deletion
- Two types of custom tabs–
- Custom object tabs-displays the data of your custom object in UI tab
- Web tab-display any external web-based application or web page in UI tab
- Blank spaces created with the enhanced page layout editor will be respected by the original page layout editor-you cannot edit them around in the original editor.
- Queue-
- Queues allow groups of users to manage a shared workload more effectively
- A queue is a location where records can be routed to await processing by a group member
- Records remain in the queue until a user accepts them for processing or they are transferred to another queue.
- Developers can specify the set of objects that are supported by each queue,as well as set of users are allowed to retrieve records from the queue.
- Any member of a queue has the same access to all records in the queue that an owner would have.
- Workflow rule configuration-
Entry
criteria:which records
-object type
-evaluation
criteria
-rule criteria
Timing:whwn to
execute action
-immediately
Time dependent
actions:what to do
-Assign task
-Send Email
alert(1.from current user’s email address 2.From organization wide
email)
-update field
-post outbound
SOAP message
- Record type name and ID can be formlula merge fields
- Standard and custom users merge fields for the current user are also available,allowing user and profile specific validation rule
- IsChanged(field) function allows validation to be conditional based on whether a specific value has changed.
- PriorValue(field) allows access to previous value of a field.
- IsNew() allows different validation rules for create vs. update actions.
- License type-
- Each user must have a user license
- Different type of user license allow different levels of access
- Feature licensedetermine wheather users have acces to additional features like mobile or content.
- Profile-
- Every user has only one profile.
- We can group the things that profile controls in 3 categories-permission,access to data and user interface.
- Permissions:general user permission,administrative permission,standard/custom object CRUD
- Access to data:field level security,object CRUD,login hours and IP ranges
- User interface:page layouts,record types,tabs,application.
- Profile controls-
- Tab settings determines which tabs a user sees when he logs in
- Permissions determine what users can do to records to which they have access
- Sets the hours when users with a particular profile can use the system
- Sets the IP address from which users with a particular profile can log in.
- There are 6 standard profiles.permissions on standard profiles cannot be customized.
- Each profile is associated with a license type.
- Typically,organizations will have one profile for each actor.
- Levels of record access
- Full access privileges:
-view
-edit
-transfer
ownership
-delete
-share
- Read/write privilege:
-View
-Edit
- Read only privilege
-view
- Ways to obtain access
- Full access-
-owner
field-user.queue number
-above user(who
has ownership in role hierarchy)
-profile
permission:”modify all data”
-object
permission:”modify all”
- Read/write or read only access-
-org wide default
-above user(who
has read/write or read only access) in role hierarchy
-manual sharing
-apex sharing
-sharing rules
-profile
permission:”view all data”
-object
permission:”view all”
- Child records in master details relationship inherit their org wide default from parent
- Child records in lookup relationship have independent org wide default from their parent.
- With standard object,access to records rolls up through the role hierarchy
- With custom object,developers choose whether or not access should roll up through the role hierarchy.
- Apex sharing reasons are defined for custom objects only.
- Establishing apex sharing reasons allow developers to define the reason that a user or group of users might have access to a record.
- Debug logs record error and system processes thet occur in the org.debug log contain information about-database change,automated workflow processes such as workflow rule,assignment rule,approval process,validation rule etc.
- Time dependent workflow can’t be used when a rule is set to be evaluated ‘every time a record is created or updated’.
Much stuff..Thank you..
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