@archladies archladies.com PLATFORM DEVELOPER I Certification Study Group Week 3 Led by: Blanca V. Leon-Carter bvleoncarter@gmail.com #LBAjourneytoPD1

Study Group Member & Kelle Costa @clickclackcode Guest Presenter Business Analyst 6x Certified Salesforce Consultant Vetforce Member RAD Women Code Alumni Study Group Member & Kelle Costa @clickclackcode

Week 2 Objectives Logic & Process Automation {part 1} Describe how to programmatically access and utilize the object schema. Describe the capabilities and use cases for formula fields. Describe the capabilities and use cases for roll-up summary fields. Describe the capabilities of the declarative process automation features. Describe when to use declarative automation features vs. Apex classes and triggers. Describe how to declare variables and constants in Apex and how to assign values using expressions. Describe the primitive and complex Apex data types and when to use them.

Formula Fields Formula field = field type that does calculation during page read view Formula fields are read only Formula fields are very similar to the formulas on a spreadsheet Create Simple or Advance Formula Simple Advanced Allows merge fields (reference fields in related object) simple math operations such as Add, Subtract, Divide and others such as concatenate Allow merge fields Advance operations and range of functions such as if then conditions, adding image, hyperlinks. Image Source: Salesforce, Understand Custom & Standard Objects

Formula Fields continue Depending on the use case, formula fields can be use to perform various calculation using various data Formula field can return various field types including checkbox, currency, date, percent, text, number Fields are calculated from within the same objects and reference a parent object (not the other way) Fields are calculated from within the same objects and reference a parent object (aka cross object formula) Cross object formula = pulling info from the parent field into the child object Formula field is NOT used to pull information from child into parent. Parent can not get data from child using formula = roll-up summary field is used and the relationship = Master/Detail Image Source: Salesforce, Understand Custom & Standard Objects

Validation Rule Use cases - data validation, clean data Validation rules is not used to replace required field Formulas are used in

Validation Rule Validation rules are use to verify and enforce business logic before user SAVES Can contain formula fields that evaluate the data and returns a T/F If the validation is true/ invalid, and error message include error message. Validations rules are case sensitives Validations impact on API usage will have impact (data loader, web-to-lead) Examples of Validation Rules Use cases - data validation, clean data Validation rules is not used to replace required field Formulas are used in

Rules about Formula rules Formula reference STANDARD, CUSTOM or other Formula fields Formula can reference the Objects itself or fields from Parent Object Formula fields CANNOT reference itself Fields that are USED in formulas can not be deleted (Admin must remove formula first) Cross-Object formula can reference field from object that are TEN relationship away Cannot contain more than 3900 CHARACTERS (including spaces and line breaks) Formula fields are calculated using SOQL on the backend The SOQL CANNOT exceed 5000 CHARACTERS (including reference fields) What it is, use case, what object can it be used

Roll-up Summary Fields Roll up summary is ONLY available on Master/Detail relationship Summarized selected field on a CHILD object Information that it can gather are Min, Max, Count, Sum The roll-up field on the Parent calculates when the reference on the child record is SAVED. Example Opportunities amounts roll-up to Account the relationship is a look-up but salesforce treats this as a M/D

Roll-up Summary Fields Create roll-ups on Standard Custom Opportunities/Opportunity Products Account with related Oppty Campaign/ campaign members Opportunities amounts roll-up to Account

Using look-up filters Look-up filters narrow search and provide better return data values. Administrators specify the restrictions by configuring filter criteria that compare fields and values on: The current record (source) The lookup object (target) The user's record, permissions, and role Records directly related to the target object What it is, use case, what object can it be used

Look-Up Filters Example Opportunities amounts roll-up to Account the relationship is a look-up but salesforce treats this as a M/D

Declarative Automation Tools Workflow - if then, Process Builder - multiple workflows, Approval Process - , Visual Flow Tools to automate your process and procedures and increase productivity

Workflow Rules Workflow is the main container for a set of workflow instructions. Set on ONE object at a time Triggered when an event occurs (record change) Actions can be immediate or TIME dependant Automatically performs action

Workflow Rules Step in creating a workflow ID object Specify rule when workflow is created on creation on creation & EVERY time it’s edit on creation & ANY time edit to meet criteria 3. Specify rule criteria 4. Define Action ACTIONS Create Task Send Email Alert Update field on Record itself or Parent’s record Send Outbound Message

Process Builder Another tool to help automate business process Process builder is a user friendly graphical representation of your process as you build it. Design an entire process in one place vs creating multiple workflows Define more than one criteria Actions can be immediate or TIME dependant Triggered when an event occurs (record change) or Trigger by another process

Process Builder Criteria that determine when to execute action groups Actions can be immediate or scheduled (not supported for invocable processes)

Process Builder Actions Update any related record—not just the record or its parent Send an email Create a record Send outbound message using APEX Use a quick action to create a record, update a record, or log a call Invoke a process from another process Launch a flow Post to Chatter Submit for approval

Approval Process An approval process automates how records are approved in Salesforce. Allows user to specify a sequence of steps that are required to approve a record. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process. Approval Examples: Approve Status change in opportunities or cases Approve a Leave Request Record Approve Expense Request

Approval Process Actions Create Task Send Email Alert Field Update on the Record itself, or Parent Record in a Master Detail relationship only Send outbound Message for external systems Lock / Unlock action

Lightning Flows Flows can execute logic, interact with the Salesforce database, call Apex classes, and guide users through screens for collecting and updating data. Most often, flows are built by using the Visual Workflow is the product that encompasses the process of designing, managing, and running flows. Cloud Flow Designer is the point-and-click tool that you can use to design flows. Flow is the application that automates a process by collecting, updating, editing, and creating Salesforce data. Intro to Flow - Salesforce Ben The best way to figure out whether you can start with the Process Builder is to ask yourself, “Do I need to get information from a user?”

Cloud Flow Designer The Palette houses all the elements that you can add to your flow. Resources tab houses all the resources that you can add to your flow. Explorer shows all of the elements and resources that you’ve already added to this flow The flow you create appears on the canvas 1. Elements represent actions that are executed in the flow; 2. Connectors define which path the flow takes; 3. Resources are the values that can be referenced anywhere in the flow.

Visual Flow Actions Update fields in any record Quick Action Query Records Loop Records Multiple Decisions Accept user input Delete Records Call Apex (can be used to send outbound message also) Create Records Post to Chatter Send Email Submit for Approval

Review of the Automation Tools PVA

Use Apex when... Create Web services. Create email services. Perform complex validation over multiple objects. Create complex business processes that are not supported by workflow. Create custom transactional logic (logic that occurs over the entire transaction, not just with a single record or object). Attach custom logic to another operation, such as saving a record, so that it occurs whenever the operation is executed, regardless of whether it originates in the user interface, a Visualforce page, or from SOAP API.

Apex Variable Variable - a place in your computer memory that is a given name and it is used to store data. integer W %$idth = 6; integer length; integer squareFootage = width * length; Apex variable is case in-sensitive and STRONGLY TYPED 5 steps in declaring a variable Specify the Data Type Give it a Name Add the assignment “=” Specify the Value Cap with the “;” Variable names NO NOs white space special characters *%$# user reserved words

Constant Variable Expression Constant is a variable whose value does NOT change after being initialized once. Constant are defined using the keyword FINAL. Example: Final Decimal pi = 3.14159265; Expression are the building block Expressions are made up of Variable Operators Methods invocation that evaluate a value Expression can be literal, sObject, list, set, SOQL Literal expression: 1 +1; New sObject: new Case(); L-values: Integer i, myList(); SOQL or SOSL query surrounded by []

Apex Data Types PRIMITIVE COMPLEX Blob(Attachments) Integer(Number) Boolean Long Date Object DateTime String Decimal Time Double(same as decimal but larger) ID COMPLEX List - (ON) Ordered Non-unique Set - (UU) Unordered Unique Map - Made of Keys(Set) and Values(List) Enum sObject Class Object Collections hold more than one element = List, Set and Map

Logic & Process Automation Testing Debug & Deployment Tools Platform Developer I Certification Study Group *Schedule: June 28 – September 6, 2018 Week 3 August 2 Week 4 August 16 Week 5 August 23 Week 6 August 30 Week 7 September 6 Logic & Process Automation User Interface Testing Debug & Deployment Tools Review & Take the Exam *Schedule was updated on 7/18/2018 Upcoming Events WIT Success: July 27 - 28 Forcelandia: August 8 - 9*