Build User-Friendly Information Systems Chapter 6

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Presentation transcript:

Build User-Friendly Information Systems Chapter 6 Intro to MIS - MGS351 Build User-Friendly Information Systems Chapter 6

Implementing ERDs Creating Apps Global Actions Chapter Overview Implementing ERDs Creating Objects & Record Names Adding Relationships Creating Apps Custom Navigation Custom Home Page Global Actions

Create an object for each entity Implementing ERDs Create an object for each entity Salesforce automatically creates a hidden primary key for you The Record Name is used as a lookup for related foreign keys Auto Number or text

Add a relationship to create a foreign key field Relationships Add a relationship to create a foreign key field Always done on child object which is the many side of a relationship Lookup Master-Detail (value is required) External Lookup

Creating Apps - Navigation and Home Page Sales App Navigation

Creating and Customizing an App using the App Manager

Global Action Example

Homework 5 | 600 Trailhead Points Homework 5 Trailmix Quick Start: Process Builder Automate Business Processes for a Recruiting App