具体描述
Force.com Fundamentals is an introduction to the native functionality of the Force.com platform. This book walks the reader through the creation of a standard recruiting application, including designing and creating Force.com objects, modifying the appearance of the standard Force.com interface, the Force.com security scheme, collaborating with Chatter, reporting on your data, and using workflows and approvals. This book also introduces the use of Visualforce pages integrate external functionality.
数据驱动的商业转型：深入解析现代企业级应用架构与实施策略 书籍概述： 在当今瞬息万变的商业环境中，企业对高效、可扩展和智能化的信息系统的需求达到了前所未有的高度。本书旨在为技术架构师、企业解决方案顾问、高级项目经理以及渴望理解现代企业级应用生态系统如何运作的业务决策者，提供一套全面且深入的理论框架与实践指导。本书将完全聚焦于超越单一软件平台的宏观视角，探讨支撑企业数字化转型的核心技术栈、架构设计原则、数据治理策略以及复杂集成项目的管理方法论。 第一部分：现代企业应用生态系统的基石 本部分将企业级软件视为一个相互依赖的复杂系统，而非孤立的工具集。 第一章：企业架构的演进与核心原则 本章首先回顾了从单体应用到微服务架构的演进历程，重点分析了企业架构（Enterprise Architecture, EA）在指导技术选型和业务流程对齐中的关键作用。我们将深入探讨 TOGAF 框架的基本结构，特别是业务架构、数据架构、应用架构和技术架构这四个域如何相互作用，以确保 IT 投资与企业战略目标保持一致。本章将强调“解耦”和“弹性”作为现代架构设计的两大核心驱动力。 第二章：云原生与混合云策略的权衡 企业应用部署正加速向云端迁移，但“云优先”并不意味着“云唯一”。本章将详尽剖析公有云、私有云以及混合云环境下的部署模型。内容涵盖容器化技术（如 Docker 和 Kubernetes）如何成为构建可移植应用的标准单元，以及无服务器（Serverless）计算在处理高弹性、低延迟需求场景下的应用。我们将重点讨论云成本优化（FinOps）的最佳实践，以及如何设计跨云环境的数据同步与灾难恢复机制。 第三章：数据中台与主数据管理（MDM）的战略地位 在数据爆炸的时代，数据是驱动业务创新的核心资产。本章将摒弃对简单数据仓库的讨论，转而聚焦于构建企业级“数据中台”的架构思路。我们将详细阐述构建一个可靠的主数据管理系统（MDM）的必要性，包括客户、产品、供应商等核心实体数据的标准化、清洗和分发流程。讨论内容将涉及数据治理委员会的建立、元数据管理工具的选择，以及如何利用数据湖（Data Lake）和数据湖仓一体（Lakehouse）架构实现实时分析能力。 第二部分：复杂集成与流程自动化深度解析 现代企业应用往往需要与数十乃至上百个遗留系统和外部合作伙伴进行实时或批量数据交换。本部分聚焦于实现这些复杂连接的技术蓝图。 第四章：集成模式与企业服务总线（ESB）的现代化 本章将对比分析传统点对点集成、中介层集成（如 ESB）以及现代 API 网关和事件驱动架构（EDA）的优劣。我们将详细介绍 API 设计的最佳实践，包括 RESTful、GraphQL 和 gRPC 的适用场景。特别地，本章将深入探讨事件流平台（如 Kafka）如何作为组织内部事实数据流的管道，实现高吞吐量的异步通信，从而解耦生产者和消费者系统。 第五章：流程自动化与机器人流程自动化（RPA）的集成治理 流程自动化是提高运营效率的关键。本章将区分传统的业务流程管理（BPM）系统与新兴的机器人流程自动化（RPA）技术。内容包括如何识别最适合 RPA 介入的“脆性”流程，以及在实施过程中如何确保自动化脚本的健壮性和可审计性。更重要的是，我们将讨论如何将 RPA 机器人集成到企业应用流程中，使其成为一个受控的企业级服务而非孤立的脚本，包括屏幕抓取技术的替代方案（如使用稳定 API）。 第六章：安全架构：零信任模型与身份治理 在多云、移动办公的大环境下，传统的边界安全模型已经瓦解。本章全面介绍“零信任”（Zero Trust）安全架构的实施路径，核心在于“永不信任，始终验证”。内容覆盖身份和访问管理（IAM）系统的核心组件，包括单点登录（SSO）、多因素认证（MFA）的部署策略，以及细粒度的授权机制（如基于角色的访问控制 RBAC 和基于属性的访问控制 ABAC）。此外，还将探讨应用程序安全测试（AST）在 CI/CD 管道中的集成，确保安全左移。 第三部分：实施方法论与项目治理的超越 技术选型只是成功的一半，有效的项目实施和变更管理才是确保投资回报的关键。 第七章：大规模敏捷转型与规模化敏捷框架（SAFe）的批判性评估 本章不局限于基础敏捷方法论，而是深入探讨企业如何在数千人规模上成功实施敏捷开发。我们将对当前主流的规模化敏捷框架（如 SAFe、LeSS 等）进行细致的解构与批判性分析，重点讨论“规模化”过程中对组织结构、利益相关者管理和预算制定的深远影响。内容将强调如何平衡敏捷的响应速度与企业级的合规性要求。 第八章：高风险系统集成的项目风险管理 企业级系统集成项目，尤其是跨组织、跨地域的集成，面临极高的复杂度和风险。本章将提供一套专为高风险、长周期集成项目设计的风险识别与缓解矩阵。内容涵盖技术债务累积的量化评估、遗留系统数据迁移的“灰度发布”策略，以及在关键里程碑期间，如何通过独立的第三方质量保证团队来验证业务流程的端到端正确性。 第九章：IT 组织与业务价值交付的对齐 本章讨论 IT 部门如何从成本中心转型为价值创造中心。我们将分析关键绩效指标（KPIs）的重构，从关注系统正常运行时间转向关注“业务价值实现速度”。内容包括建立有效的“产品思维”来管理企业应用（将其视为持续迭代的数字产品而非一次性项目），以及 IT 领导者应如何与业务高管进行“翻译式”沟通，确保技术路线图始终服务于可量化的商业目标。 结语：面向未来的技术远见 本书的最终目标是提供一套通用的、可迁移的思维模型，帮助专业人士在面对任何新的企业级软件平台或技术范式时，都能迅速构建出稳定、可扩展且符合企业战略的解决方案架构。本书提供的知识体系，是成功驾驭复杂企业级应用实施的底层逻辑。
作者简介
目录信息
Preface......................................................................................................1
Welcome to the Cloud!....................................................................................................1 Platforms for Cloud Computing...........................................................................2 About This Book..............................................................................................................2 Intended Audience................................................................................................3 Chapter Contents.................................................................................................3 Choosing Your Development Environment.........................................................4 Sending Feedback.................................................................................................5 About Developer Force.....................................................................................................5 Salesforce.com Training & Certification..........................................................................5
Introducing the Force.com Platform..........................................................7
Chapter 1: Introducing the Force.com Platform.................................7
The Basics of an App's User Interface..................................................................9 The Benefits of a Force.com Platform App........................................................11 Data-Centric Apps.................................................................................11 Collaborative Apps..................................................................................12 The Technologies Behind a Force.com Platform App.......................................13 A Multitenant Architecture....................................................................14 A Metadata-Driven Development Model...............................................15 APIs........................................................................................................16 Apex........................................................................................................16 Visualforce...............................................................................................16 Mobile Access.........................................................................................17 The AppExchange Directory..................................................................18
Chapter 2: About the Sample Recruiting App...........................................19
About Universal Containers...........................................................................................20 Considerations for the Recruiting App...........................................................................20 Building the App: Our Design.......................................................................................21
Custom Objects..................................................................................................21 Security and Sharing Rules.................................................................................22
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Workflow and Approval Processes.....................................................................22 Custom Reports and Dashboards.......................................................................24 Visualforce..........................................................................................................24
Chapter 3: Reviewing Database Concepts.................................................25
What's a Database?.........................................................................................................27 What's in a Database?.....................................................................................................28 What's a Relational Database?........................................................................................29 Summary of Database Concepts.....................................................................................31
Chapter 4: Building a Simple App............................................................33
Becoming Familiar with the Setup Area.........................................................................34 Introducing Apps............................................................................................................36 Try It Out: Define an App.................................................................................36 Look at What We've Done.................................................................................39 Introducing Objects........................................................................................................40 The Position Custom Object..............................................................................40 Try It Out: Define the Position Custom Object................................................40 Introducing Tabs............................................................................................................44 Try It Out: Define the Positions Tab.................................................................44 Look at What We've Done.................................................................................46 Becoming Familiar with Setup Detail Pages and Related Lists......................................48 Introducing Fields...........................................................................................................50 Try It Out: Add Text Fields...............................................................................51 Try It Out: Add Currency Fields........................................................................54 Try It Out: Add Checkbox Fields.......................................................................54 Try It Out: Add Date Fields...............................................................................55 Look at What We've Done............................................................................................55 Taking Our Simple App Mobile....................................................................................56
Chapter 5: Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts...............................................................59 Adding Advanced Fields................................................................................................60 Introducing Picklists...........................................................................................60 Try It Out: Add Picklists....................................................................................60 Introducing Field Dependencies.........................................................................63 Try It Out: Create a Dependent Picklist............................................................64
Look at What We've Done.................................................................................67 Introducing Custom Formula Fields..................................................................68 Calculating How Long a Position Has Been Open............................................69 Try It Out: Define a “Days Open” Custom Formula Field................................70 Try It Out: Give Fields Dynamic Default Values...............................................74 Look at What We've Done.................................................................................75
Introducing Validation Rules..........................................................................................76 Try It Out: Define a Validation Rule for Min and Max Pay..............................76 Try It Out: Define a Validation Rule for Close Date.........................................78 Look at What We've Done.................................................................................80
Check It Out in Mobile..................................................................................................82 Introducing Page Layouts...............................................................................................83 Becoming Familiar with the Page Layout Editor...............................................84 Try It Out: Group Fields into a New Section.....................................................85 Try It Out: Add Spaces Between Fields.............................................................88 Try It Out: Edit Field Properties........................................................................89 Look at What We've Done.................................................................................90 Taking Your Page Layouts Mobile.....................................................................92 Introducing Compact Layouts........................................................................................96
Chapter 6: Expanding the Simple App Using Relationships.....................101
Introducing Relationships.............................................................................................102 Introducing Relationship Custom Fields......................................................................103 Try It Out: Relate Hiring Managers to Positions.............................................104 Look at What We've Done...............................................................................104 Adding Candidates to the Mix.....................................................................................106 Try It Out: Create the Candidate Object.........................................................106 Try It Out: Add Fields to the Candidate Object..............................................107 Try It Out: Modify the Candidate Page Layout Properties..............................108 Look at What We've Done...............................................................................110 Try It Out: Customize the Candidate Record Highlights................................111 Look At What We've Done.............................................................................111 Bringing Candidates and Positions Together with Job Applications...........................115 Try It Out: Create the Job Application Object.................................................113 Try It Out: Add Fields to the Job Application Object......................................114 Try It Out: Customize the Job Application Record Highlights.......................115 Look at What We've Done...............................................................................116
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Introducing Search Layouts..........................................................................................117 Try It Out: Add Fields to the Candidate Lookup Dialog................................119 Try It Out: Update Additional Search Layouts................................................120
Managing Review Assessments....................................................................................121 Try It Out: Create the Review Object..............................................................122 Try It Out: Add Fields to the Review Object...................................................123 Introducing Roll-Up Summary Fields..............................................................129 Try It Out: Create Roll-Up Summary Fields...................................................129 Try It Out: Customize the Review Object's Page and Search Layouts.............131 Try It Out: Customize Record Highlights for Reviews....................................132 Look at What We've Done...............................................................................133
Creating a Many-to-Many Relationship......................................................................134 Try It Out: Create the Employment Website Object.......................................136 Try It Out: Add the URL Field to the Employment Website Object..............137 Try It Out: Create the Job Posting Object.......................................................137 Try It Out: Add Fields to the Job Posting Object............................................138 Customizing Related Lists in a Many-to-Many Relationship..........................140 Try It Out: Customize the Positions and Employment Websites Related
Lists.............................................................................................................140 Try It Out: Customize Record Highlights for Employment Websites and
Job Postings.................................................................................................142 Look at What We've Done...............................................................................142 Putting it All Together.................................................................................................143 Try It Out: Download Sample Data.................................................................145 Try It Out: Use the Import Wizard..................................................................146
Chapter 7: Securing and Sharing Data....................................................149
Controlling Access to Data in Our App.......................................................................151 Required Permissions for the Recruiter............................................................151 Required Permissions for the Hiring Manager.................................................152 Required Permissions for the Interviewer.........................................................154 Required Permissions for the Standard Employee............................................155 So Where Are We Now?..................................................................................156
Data Access Concepts..................................................................................................157 Controlling Access to Objects......................................................................................158 Introducing Profiles..........................................................................................159 Standard Profiles...............................................................................................159
Introducing Permission Sets.............................................................................160 Profiles and Permission Sets in Our Recruiting App........................................161 Try It Out: Create the Recruiter Profile...........................................................162 Try It Out: Create the Standard Employee Profile...........................................166 Try It Out: Create the Hiring Manager Permission Set...................................167 Try It Out: Create the Interviewer Permission Set...........................................172
Controlling Access to Fields.........................................................................................174 Introducing Field-Level Security......................................................................175 Field-Level Security in Our Recruiting App....................................................175 Try It Out: Limit Access to Fields in the Standard Employee Profile.............176 Try It Out: Check Field-Level Security in Permission Sets.............................179
Controlling Access to Records......................................................................................180 Introducing Organization-Wide Defaults........................................................180 Org-Wide Defaults in Our Recruiting App.....................................................180 Try It Out: Set Org-Wide Defaults..................................................................183 Introducing Role Hierarchies............................................................................185 Comparing Roles, Profiles, and Permission Sets..............................................186 Role Hierarchies in Our Recruiting App..........................................................186 Try It Out: Create a User.................................................................................187 Try It Out: Define a Role Hierarchy................................................................188 What's Left to be Shared?.................................................................................192 Introducing Sharing Rules................................................................................192 Sharing Rules in Our Recruiting App..............................................................192 Try It Out: Define a Public Group...................................................................193 Try It Out: Define Sharing Rules.....................................................................195 Introducing Manual Sharing.............................................................................197 Try It Out: Define a Manual Sharing Rule......................................................198
Displaying Field Values and Page Layouts According to Profiles................................199 Try It Out: Create a Record Type....................................................................200 Putting It All Together.................................................................................................203 Try It Out: Create More Users.........................................................................203 Try It Out: Verify that Everything Works........................................................207 Delegating Data Administration..................................................................................208 Overriding Sharing with Object Permissions...................................................209 Delegated Administration Groups....................................................................210 Try It Out: Define the Recruiting Manager Administration Group................210
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Try It Out: Verify that Delegated Administration Works................................212 Summing Up................................................................................................................213
Chapter 8: Collaborating with Chatter....................................................215
Introducing Chatter......................................................................................................216 Tracking Fields on Your Objects..................................................................................216 Try It Out: Enable Feed Tracking on Positions and Job Applications.............216 Look At What We’ve Done.............................................................................218 Following Records........................................................................................................220 Try It Out: Follow a Job Application Record...................................................220 Starting a Group or Two..............................................................................................221 Try It Out: Create a Group..............................................................................221 Introducing Notifications.............................................................................................222 Try It Out: Enable Notifications......................................................................223 Look At What We’ve Done.............................................................................223 Introducing Publisher Actions......................................................................................224 Try It Out: Create a Global Action..................................................................225 Introducing Action Layouts..................................................................226 Try It Out: Add Predefined Field Values.............................................227 Try It Out: Create More Global Actions..............................................228 Introducing Global Publisher Layouts..............................................................229 Try It Out: Customize a Global Publisher Layout...............................229 Look At What We’ve Done..................................................................230 Introducing Object-Specific Actions................................................................231 Try It Out: Create an Object-Specific Action......................................232 Try It Out: Create More Object-Specific Actions................................233 Try It Out: Assign Object-Specific Actions to Page Layouts...........................234 Look At What We’ve Done.............................................................................237 Summing Up................................................................................................................238
Chapter 9: Using Custom Workflow and Approval Processes...................239
Introducing Workflow..................................................................................................240 Introducing Workflow Rules............................................................................241 Introducing Workflow Actions: Tasks, Field Updates, and Alerts...................241
Workflow in Our Recruiting App................................................................................242 Creating Workflow Rules That Assign Tasks..............................................................243 Try It Out: Create the “Send Rejection Letter” Workflow Rule......................244
Try It Out: Create the “Send Rejection Letter” Workflow Task......................247 Try It Out: Create the “Extend an Offer” Workflow Rule and Task...............249 Look at What We've Done...............................................................................250
Creating a Workflow Rule That Updates Fields..........................................................252 Introducing Queues..........................................................................................252 Try It Out: Create a Queue for Positions.........................................................252 Try It Out: Create a Workflow Rule That Updates Fields...............................255 Introducing Time-Dependent Workflow Actions............................................256 Try It Out: Create the “Notify Recruiting Manager” Time-Dependent
Workflow Task...........................................................................................256 Look At What We've Done.............................................................................258 Creating a Workflow Rule That Sends Email Alerts...................................................260 Introducing Email Templates...........................................................................260 Try It Out: Build an Email Template...............................................................261 Try It Out: Create the New Position Workflow Rule and Alert......................264 Introducing Approvals..................................................................................................266 Planning for Approval Processes.......................................................................267 Try It Out: Create an Email Template for Approvals......................................268 Try It Out: Create an Approval Process...........................................................268 Try It Out: Create Approval Steps...................................................................272 Try It Out: Create Approval Actions................................................................276 Try It Out: Activate Our Approval Process......................................................279 Look At What We've Done.............................................................................279 Summing Up................................................................................................................283
Chapter 10: Analyzing Data with Reports and Dashboards......................285
Introducing Reports......................................................................................................286 Report Formats.................................................................................................287 Setting Up the Recruiting App for Reports......................................................291
Try It Out: Add the Reports Tab.........................................................291
Try It Out: Create a Recruiting Reports Folder...................................291 Creating a Summary Report.............................................................................293 Try It Out: Create a Summary Report..................................................293 Try It Out: Add Columns and Filters...................................................297 Try It Out: Add a Pie Chart.................................................................299 Creating a Matrix Report..................................................................................301 Try It Out: Create a Matrix Report......................................................301
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Try It Out: Add Summary Fields.........................................................302 Try It Out: Add Columns and Filters...................................................304 Try It Out: Add a Chart and Conditional Highlighting......................306
Introducing Dashboards...............................................................................................309 Try It Out: Create Additional Reports.............................................................310 Try It Out: Create a Dashboard.......................................................................313 Adding Dashboard Components......................................................................315
Try It Out: Add a Chart Component...................................................316 Try It Out: Add a Gauge Component..................................................317 Try It Out: Add a Table Component...................................................318 Try It Out: Add a Metric Component..................................................319
Refreshing Dashboards.....................................................................................321
Introducing Mobile Dashboards.......................................................................322 Introducing Custom Report Types...............................................................................323 Try It Out: Create a Report Type.....................................................................324 Look At What We've Done.........................................................................................328
Chapter 11: Moving Beyond Point-and-Click App Development............331
Introducing Mash-Ups and Web Services....................................................................333 Introducing Visualforce................................................................................................334 Introducing Visualforce Development Mode....................................................336 Try It Out: Enabling Visualforce Development Mode.....................................337 Implementing the Candidate Map ..............................................................................337 Try It Out: Create a Visualforce Page..............................................................337 Try It Out: Write Visualforce Markup.............................................................339 Try It Out: Add the Map to Our Visualforce Page..........................................342 Try It Out: Add the Candidate Map to Position Page Layouts.......................343 Try It Out: Enable the Candidate Map for Mobile..........................................344 Try It Out: Test the Candidate Map................................................................345 Implementing the Mass Update Status Button............................................................346 Planning the Mass Update Status Feature........................................................347 Try It Out: Create the Mass Update Status Page.............................................348 Understanding the MassUpdateStatus Visualforce Markup.............................350 Try It Out: Create a Custom List Button.........................................................353 Try It Out: Add a Custom List Button to a Page Layout................................355 Try It Out: Test the Mass Update Status Feature............................................356
Chapter 12: Learning More....................................................................359
Developer Force............................................................................................................360 Help and Training Options..........................................................................................360 Multimedia...................................................................................................................361 AppExchange Partner Program....................................................................................361 What Do You Think?...................................................................................................361
Glossary................................................................................................363 Index.....................................................................................................387
· · · · · · (收起)
Welcome to the Cloud!....................................................................................................1 Platforms for Cloud Computing...........................................................................2 About This Book..............................................................................................................2 Intended Audience................................................................................................3 Chapter Contents.................................................................................................3 Choosing Your Development Environment.........................................................4 Sending Feedback.................................................................................................5 About Developer Force.....................................................................................................5 Salesforce.com Training & Certification..........................................................................5
Introducing the Force.com Platform..........................................................7
Chapter 1: Introducing the Force.com Platform.................................7
The Basics of an App's User Interface..................................................................9 The Benefits of a Force.com Platform App........................................................11 Data-Centric Apps.................................................................................11 Collaborative Apps..................................................................................12 The Technologies Behind a Force.com Platform App.......................................13 A Multitenant Architecture....................................................................14 A Metadata-Driven Development Model...............................................15 APIs........................................................................................................16 Apex........................................................................................................16 Visualforce...............................................................................................16 Mobile Access.........................................................................................17 The AppExchange Directory..................................................................18
Chapter 2: About the Sample Recruiting App...........................................19
About Universal Containers...........................................................................................20 Considerations for the Recruiting App...........................................................................20 Building the App: Our Design.......................................................................................21
Custom Objects..................................................................................................21 Security and Sharing Rules.................................................................................22
Table of Contents
iii
Table of Contents
Workflow and Approval Processes.....................................................................22 Custom Reports and Dashboards.......................................................................24 Visualforce..........................................................................................................24
Chapter 3: Reviewing Database Concepts.................................................25
What's a Database?.........................................................................................................27 What's in a Database?.....................................................................................................28 What's a Relational Database?........................................................................................29 Summary of Database Concepts.....................................................................................31
Chapter 4: Building a Simple App............................................................33
Becoming Familiar with the Setup Area.........................................................................34 Introducing Apps............................................................................................................36 Try It Out: Define an App.................................................................................36 Look at What We've Done.................................................................................39 Introducing Objects........................................................................................................40 The Position Custom Object..............................................................................40 Try It Out: Define the Position Custom Object................................................40 Introducing Tabs............................................................................................................44 Try It Out: Define the Positions Tab.................................................................44 Look at What We've Done.................................................................................46 Becoming Familiar with Setup Detail Pages and Related Lists......................................48 Introducing Fields...........................................................................................................50 Try It Out: Add Text Fields...............................................................................51 Try It Out: Add Currency Fields........................................................................54 Try It Out: Add Checkbox Fields.......................................................................54 Try It Out: Add Date Fields...............................................................................55 Look at What We've Done............................................................................................55 Taking Our Simple App Mobile....................................................................................56
Chapter 5: Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts...............................................................59 Adding Advanced Fields................................................................................................60 Introducing Picklists...........................................................................................60 Try It Out: Add Picklists....................................................................................60 Introducing Field Dependencies.........................................................................63 Try It Out: Create a Dependent Picklist............................................................64
Look at What We've Done.................................................................................67 Introducing Custom Formula Fields..................................................................68 Calculating How Long a Position Has Been Open............................................69 Try It Out: Define a “Days Open” Custom Formula Field................................70 Try It Out: Give Fields Dynamic Default Values...............................................74 Look at What We've Done.................................................................................75
Introducing Validation Rules..........................................................................................76 Try It Out: Define a Validation Rule for Min and Max Pay..............................76 Try It Out: Define a Validation Rule for Close Date.........................................78 Look at What We've Done.................................................................................80
Check It Out in Mobile..................................................................................................82 Introducing Page Layouts...............................................................................................83 Becoming Familiar with the Page Layout Editor...............................................84 Try It Out: Group Fields into a New Section.....................................................85 Try It Out: Add Spaces Between Fields.............................................................88 Try It Out: Edit Field Properties........................................................................89 Look at What We've Done.................................................................................90 Taking Your Page Layouts Mobile.....................................................................92 Introducing Compact Layouts........................................................................................96
Chapter 6: Expanding the Simple App Using Relationships.....................101
Introducing Relationships.............................................................................................102 Introducing Relationship Custom Fields......................................................................103 Try It Out: Relate Hiring Managers to Positions.............................................104 Look at What We've Done...............................................................................104 Adding Candidates to the Mix.....................................................................................106 Try It Out: Create the Candidate Object.........................................................106 Try It Out: Add Fields to the Candidate Object..............................................107 Try It Out: Modify the Candidate Page Layout Properties..............................108 Look at What We've Done...............................................................................110 Try It Out: Customize the Candidate Record Highlights................................111 Look At What We've Done.............................................................................111 Bringing Candidates and Positions Together with Job Applications...........................115 Try It Out: Create the Job Application Object.................................................113 Try It Out: Add Fields to the Job Application Object......................................114 Try It Out: Customize the Job Application Record Highlights.......................115 Look at What We've Done...............................................................................116
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Introducing Search Layouts..........................................................................................117 Try It Out: Add Fields to the Candidate Lookup Dialog................................119 Try It Out: Update Additional Search Layouts................................................120
Managing Review Assessments....................................................................................121 Try It Out: Create the Review Object..............................................................122 Try It Out: Add Fields to the Review Object...................................................123 Introducing Roll-Up Summary Fields..............................................................129 Try It Out: Create Roll-Up Summary Fields...................................................129 Try It Out: Customize the Review Object's Page and Search Layouts.............131 Try It Out: Customize Record Highlights for Reviews....................................132 Look at What We've Done...............................................................................133
Creating a Many-to-Many Relationship......................................................................134 Try It Out: Create the Employment Website Object.......................................136 Try It Out: Add the URL Field to the Employment Website Object..............137 Try It Out: Create the Job Posting Object.......................................................137 Try It Out: Add Fields to the Job Posting Object............................................138 Customizing Related Lists in a Many-to-Many Relationship..........................140 Try It Out: Customize the Positions and Employment Websites Related
Lists.............................................................................................................140 Try It Out: Customize Record Highlights for Employment Websites and
Job Postings.................................................................................................142 Look at What We've Done...............................................................................142 Putting it All Together.................................................................................................143 Try It Out: Download Sample Data.................................................................145 Try It Out: Use the Import Wizard..................................................................146
Chapter 7: Securing and Sharing Data....................................................149
Controlling Access to Data in Our App.......................................................................151 Required Permissions for the Recruiter............................................................151 Required Permissions for the Hiring Manager.................................................152 Required Permissions for the Interviewer.........................................................154 Required Permissions for the Standard Employee............................................155 So Where Are We Now?..................................................................................156
Data Access Concepts..................................................................................................157 Controlling Access to Objects......................................................................................158 Introducing Profiles..........................................................................................159 Standard Profiles...............................................................................................159
Introducing Permission Sets.............................................................................160 Profiles and Permission Sets in Our Recruiting App........................................161 Try It Out: Create the Recruiter Profile...........................................................162 Try It Out: Create the Standard Employee Profile...........................................166 Try It Out: Create the Hiring Manager Permission Set...................................167 Try It Out: Create the Interviewer Permission Set...........................................172
Controlling Access to Fields.........................................................................................174 Introducing Field-Level Security......................................................................175 Field-Level Security in Our Recruiting App....................................................175 Try It Out: Limit Access to Fields in the Standard Employee Profile.............176 Try It Out: Check Field-Level Security in Permission Sets.............................179
Controlling Access to Records......................................................................................180 Introducing Organization-Wide Defaults........................................................180 Org-Wide Defaults in Our Recruiting App.....................................................180 Try It Out: Set Org-Wide Defaults..................................................................183 Introducing Role Hierarchies............................................................................185 Comparing Roles, Profiles, and Permission Sets..............................................186 Role Hierarchies in Our Recruiting App..........................................................186 Try It Out: Create a User.................................................................................187 Try It Out: Define a Role Hierarchy................................................................188 What's Left to be Shared?.................................................................................192 Introducing Sharing Rules................................................................................192 Sharing Rules in Our Recruiting App..............................................................192 Try It Out: Define a Public Group...................................................................193 Try It Out: Define Sharing Rules.....................................................................195 Introducing Manual Sharing.............................................................................197 Try It Out: Define a Manual Sharing Rule......................................................198
Displaying Field Values and Page Layouts According to Profiles................................199 Try It Out: Create a Record Type....................................................................200 Putting It All Together.................................................................................................203 Try It Out: Create More Users.........................................................................203 Try It Out: Verify that Everything Works........................................................207 Delegating Data Administration..................................................................................208 Overriding Sharing with Object Permissions...................................................209 Delegated Administration Groups....................................................................210 Try It Out: Define the Recruiting Manager Administration Group................210
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Try It Out: Verify that Delegated Administration Works................................212 Summing Up................................................................................................................213
Chapter 8: Collaborating with Chatter....................................................215
Introducing Chatter......................................................................................................216 Tracking Fields on Your Objects..................................................................................216 Try It Out: Enable Feed Tracking on Positions and Job Applications.............216 Look At What We’ve Done.............................................................................218 Following Records........................................................................................................220 Try It Out: Follow a Job Application Record...................................................220 Starting a Group or Two..............................................................................................221 Try It Out: Create a Group..............................................................................221 Introducing Notifications.............................................................................................222 Try It Out: Enable Notifications......................................................................223 Look At What We’ve Done.............................................................................223 Introducing Publisher Actions......................................................................................224 Try It Out: Create a Global Action..................................................................225 Introducing Action Layouts..................................................................226 Try It Out: Add Predefined Field Values.............................................227 Try It Out: Create More Global Actions..............................................228 Introducing Global Publisher Layouts..............................................................229 Try It Out: Customize a Global Publisher Layout...............................229 Look At What We’ve Done..................................................................230 Introducing Object-Specific Actions................................................................231 Try It Out: Create an Object-Specific Action......................................232 Try It Out: Create More Object-Specific Actions................................233 Try It Out: Assign Object-Specific Actions to Page Layouts...........................234 Look At What We’ve Done.............................................................................237 Summing Up................................................................................................................238
Chapter 9: Using Custom Workflow and Approval Processes...................239
Introducing Workflow..................................................................................................240 Introducing Workflow Rules............................................................................241 Introducing Workflow Actions: Tasks, Field Updates, and Alerts...................241
Workflow in Our Recruiting App................................................................................242 Creating Workflow Rules That Assign Tasks..............................................................243 Try It Out: Create the “Send Rejection Letter” Workflow Rule......................244
Try It Out: Create the “Send Rejection Letter” Workflow Task......................247 Try It Out: Create the “Extend an Offer” Workflow Rule and Task...............249 Look at What We've Done...............................................................................250
Creating a Workflow Rule That Updates Fields..........................................................252 Introducing Queues..........................................................................................252 Try It Out: Create a Queue for Positions.........................................................252 Try It Out: Create a Workflow Rule That Updates Fields...............................255 Introducing Time-Dependent Workflow Actions............................................256 Try It Out: Create the “Notify Recruiting Manager” Time-Dependent
Workflow Task...........................................................................................256 Look At What We've Done.............................................................................258 Creating a Workflow Rule That Sends Email Alerts...................................................260 Introducing Email Templates...........................................................................260 Try It Out: Build an Email Template...............................................................261 Try It Out: Create the New Position Workflow Rule and Alert......................264 Introducing Approvals..................................................................................................266 Planning for Approval Processes.......................................................................267 Try It Out: Create an Email Template for Approvals......................................268 Try It Out: Create an Approval Process...........................................................268 Try It Out: Create Approval Steps...................................................................272 Try It Out: Create Approval Actions................................................................276 Try It Out: Activate Our Approval Process......................................................279 Look At What We've Done.............................................................................279 Summing Up................................................................................................................283
Chapter 10: Analyzing Data with Reports and Dashboards......................285
Introducing Reports......................................................................................................286 Report Formats.................................................................................................287 Setting Up the Recruiting App for Reports......................................................291
Try It Out: Add the Reports Tab.........................................................291
Try It Out: Create a Recruiting Reports Folder...................................291 Creating a Summary Report.............................................................................293 Try It Out: Create a Summary Report..................................................293 Try It Out: Add Columns and Filters...................................................297 Try It Out: Add a Pie Chart.................................................................299 Creating a Matrix Report..................................................................................301 Try It Out: Create a Matrix Report......................................................301
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Try It Out: Add Summary Fields.........................................................302 Try It Out: Add Columns and Filters...................................................304 Try It Out: Add a Chart and Conditional Highlighting......................306
Introducing Dashboards...............................................................................................309 Try It Out: Create Additional Reports.............................................................310 Try It Out: Create a Dashboard.......................................................................313 Adding Dashboard Components......................................................................315
Try It Out: Add a Chart Component...................................................316 Try It Out: Add a Gauge Component..................................................317 Try It Out: Add a Table Component...................................................318 Try It Out: Add a Metric Component..................................................319
Refreshing Dashboards.....................................................................................321
Introducing Mobile Dashboards.......................................................................322 Introducing Custom Report Types...............................................................................323 Try It Out: Create a Report Type.....................................................................324 Look At What We've Done.........................................................................................328
Chapter 11: Moving Beyond Point-and-Click App Development............331
Introducing Mash-Ups and Web Services....................................................................333 Introducing Visualforce................................................................................................334 Introducing Visualforce Development Mode....................................................336 Try It Out: Enabling Visualforce Development Mode.....................................337 Implementing the Candidate Map ..............................................................................337 Try It Out: Create a Visualforce Page..............................................................337 Try It Out: Write Visualforce Markup.............................................................339 Try It Out: Add the Map to Our Visualforce Page..........................................342 Try It Out: Add the Candidate Map to Position Page Layouts.......................343 Try It Out: Enable the Candidate Map for Mobile..........................................344 Try It Out: Test the Candidate Map................................................................345 Implementing the Mass Update Status Button............................................................346 Planning the Mass Update Status Feature........................................................347 Try It Out: Create the Mass Update Status Page.............................................348 Understanding the MassUpdateStatus Visualforce Markup.............................350 Try It Out: Create a Custom List Button.........................................................353 Try It Out: Add a Custom List Button to a Page Layout................................355 Try It Out: Test the Mass Update Status Feature............................................356
Chapter 12: Learning More....................................................................359
Developer Force............................................................................................................360 Help and Training Options..........................................................................................360 Multimedia...................................................................................................................361 AppExchange Partner Program....................................................................................361 What Do You Think?...................................................................................................361
Glossary................................................................................................363 Index.....................................................................................................387
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读后感
用户评价
这本书的写作风格非常独特，完全不像我之前读过的任何一本技术书籍。它更像是一场关于Salesforce的深度访谈，充满了个人的洞察和经验分享。作者并没有刻意追求“教你是什么”，而是“带你感受是什么”。它没有罗列那些枯燥乏味的菜单选项和点击路径，而是从更宏观的视角，比如“如何通过Salesforce优化销售流程”、“如何提升客户服务效率”这些实际业务痛点出发。我特别喜欢它关于“数据驱动决策”的部分，作者通过一些虚构但非常贴切的场景，展示了Salesforce如何汇集、分析和呈现关键业务数据，帮助销售、营销和客服团队做出更明智、更及时的决策。它还涉及了Salesforce的用户体验设计理念，强调了界面的直观性和易用性，这一点对于我这种对技术不太敏感的人来说，简直是福音。这本书让我觉得，Salesforce不仅仅是一个软件，它更是一种思维方式，一种优化企业运作、提升整体竞争力的战略工具。它激发了我对Salesforce潜在应用的更多想象，让我看到了它在不同行业、不同规模企业中的广泛适用性。
这本书，我得说，真是让我大开眼界。Salesforce.com Fundamentals，听名字就知道是基础，但它呈现的方式却远超我的预期。我一直对CRM系统有点敬而远之，觉得它们庞大而复杂，但这本书就像一位经验丰富的向导，一步一步地将我带入了Salesforce的世界。开头部分，它并没有直接扑向技术细节，而是花了相当多的篇幅来解释CRM的核心价值，以及为什么Salesforce能成为行业领导者。它深入浅出地剖析了Salesforce的理念，是如何从根本上改变企业与客户互动的方式。我尤其喜欢它关于“以客户为中心”的讨论，这本书用了很多生动的案例，展示了Salesforce如何帮助企业构建更强大的客户关系，提升客户满意度和忠诚度。它还巧妙地解释了Salesforce的架构，比如对象、字段、记录这些基本概念，但不是枯燥的定义堆砌，而是通过实际的业务场景来阐释，让我立刻就能明白这些东西的实际用途。读完这部分，我不仅对Salesforce有了初步的认识，更重要的是，我开始真正理解CRM的战略意义，它不再是一个冰冷的工具，而是一个能够驱动业务增长的强大引擎。这本书的叙述方式非常流畅，语言也易于理解，即使是初学者也能轻松跟上。
我买这本书的时候，主要是想了解一下Salesforce到底是个什么东西，没想到它带来的收获远不止于此。Salesforce.com Fundamentals 给我最大的感觉是，它不仅仅是在介绍一个产品，更是在传递一种“用户至上”的商业哲学。它花了大量的篇幅来讨论“客户关系管理”这个概念的演进，以及Salesforce是如何引领这一变革的。我特别赞赏它对“客户旅程”的深入剖析，它如何帮助企业在客户购买过程的每一个触点上，提供个性化、有价值的互动。它解释了Salesforce是如何将营销、销售和服务无缝地整合在一起，打破部门之间的壁垒，为客户提供一致、流畅的体验。这本书还非常有远见地探讨了“数据安全”和“合规性”问题，这在当今数据泄露频发的时代尤为重要。它让我们明白，Salesforce在提供强大功能的同时，也高度重视数据的保护。它并没有直接展示那些令人眼花缭乱的功能列表，而是通过阐述这些功能所能带来的业务价值，来吸引读者。读完这本书，我对Salesforce的信心倍增，也更加期待去探索它更高级的应用。
我通常对这种“基础”类的书籍不太抱太大希望，总觉得会很乏味，但Salesforce.com Fundamentals彻底颠覆了我的看法。它开篇就抛出了一个非常引人入胜的问题：“在当今竞争激烈的市场中，企业如何才能脱颖而出？”然后，它就自然而然地将Salesforce定位为解决方案。这本书的结构设计得非常巧妙，它循序渐进地介绍Salesforce的各个核心功能模块，但并不是孤立地讲解，而是将它们串联起来，形成一个完整的业务流程。我印象最深刻的是它关于“潜在客户管理”的章节，它详细阐述了如何从最初的线索捕获，到线索的分配、跟进，再到最终的转化，Salesforce如何全程提供支持。它解释了每一个步骤背后的逻辑，以及为什么这样做能够提高转化率。它还深入探讨了“销售机会管理”，如何有效地管理销售管道，预测销售额，并识别潜在的风险。这本书的语言非常平实，但却充满了智慧，它没有使用太多行业术语，即使有，也会用非常清晰的方式进行解释。读这本书，我感觉自己就像在和一位经验丰富的销售顾问交流，他用Salesforce的工具来武装我，让我能够更好地理解和应用。
说实话，我之前对Salesforce的了解仅限于“一个很大的CRM公司”，但Salesforce.com Fundamentals 彻底改变了我的认知。这本书的独特之处在于，它没有选择从产品功能列表开始，而是从“业务挑战”入手，然后展示Salesforce是如何解决这些挑战的。我尤其欣赏它对“销售自动化”的解读，它不仅仅是自动发送邮件，而是如何通过自动化流程，让销售团队从繁琐的重复性工作中解放出来，将更多精力投入到更有价值的客户互动中。它还详细介绍了“服务云”的作用，如何利用Salesforce来提供卓越的客户支持，快速响应客户的问题，并构建忠诚度。书中使用的案例研究非常具有代表性，它们来自不同的行业，但都揭示了Salesforce在提升业务效率和客户满意度方面的普遍适用性。这本书的语言风格非常直接、坦诚，没有过多的修饰，但却充满了力量。它让我感受到，Salesforce并不仅仅是一个工具，它更是一种能够赋能企业、驱动增长的强大动力。它让我对如何更好地利用Salesforce来优化我的业务有了更清晰的思路。
