Presentation Build Your First App by Trailhead

App Building with the Salesforce Platform

Om Prakash
Technical Lead
360 Degree Cloud instructor photo
@omprakash_it
Motihari, IN Developers Group

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Copyright

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Forward Looking Statements

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Your Fellow
Students
• Your name
• Goals for your time in
this class
Courseware and
Agenda
• Agenda for this class
• Layout of the manual
and exercises
Logistics
• Class etiquette
and participation
• Breaks
Introductions

88
Course Roadmap
1. INTRO
2. CREATE THE
TRAILBLAZER
APP 3. TRY OUT
THE APP
4. ADD A QUICK
ACTION
5. USE THE
SALESFORCE
MOBILE APP

1 Sign-up for Trailhead
http://trailhead.salesforce.com
If you already have an account,
please log in with that.
Click ‘Sign Up’ in the
upper right corner.
Choose your preferred sign up method
and follow the prompts.
2
3
Getting Started with Trailhead

1010
Course Journey: Lesson 1
1. INTRO
2. CREATE THE
TRAILBLAZER
APP 3. TRY OUT
THE APP
4. ADD A QUICK
ACTION
5. USE THE
SALESFORCE
MOBILE APP

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Introducing the workshop
This workshop will teach you the basics of building
an app in Salesforce.
https://trailhead.salesforce.com/projects/quickstart-devzone-app
These slides are meant to accompany the Quick
Start: Build Your First App project in Trailhead.

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Understanding Apps
You can build an app in Salesforce without writing a single
line of code.
In this workshop, you’ll build your first one!

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When you build an app on the Salesforce platform, you get
all of this built in:
• Relational database stored in the cloud
• Security and sharing model
• Business logic and automation
• Reporting and dashboards
• Highly customizable mobile app and user interface
• Real-time collaboration
• Multiple APIs to integrate with external systems
• Ability to install or create third-party apps
• Scalable, secure Infrastructure

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What’s an object?
Salesforce organizes your data into objects and records. Think of an object as a tab on a spreadsheet, and
a record like a single row of data.

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What’s a custom object?
A custom object is a place for you to organize and store data.
In the example below, the Admin created a custom object Projects, so that the Sales Manager
can request work from the Admin. This allows the Admin to manage all of the requests in
Salesforce.

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What’s a custom tab?
A custom tab allows you to access your custom object from the Salesforce user interface.
Salesforce Classic View Lightning View

1717
1. INTRO
2. CREATE THE
TRAILBLAZER
APP 3. TRY OUT
THE APP
4. ADD A QUICK
ACTION
5. USE THE
SALESFORCE
MOBILE APP

18
The Salesforce Platform makes it easy to build a custom app
for any use case
For this example, we’ll build an app to track our visits to national parks
The app will contain:
• Custom object
• Custom tab
• Custom app

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Let’s build it!
1. Click the first step Create the Trailblazer App to open the project
1

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Launch your org
2. Scroll to the bottom of the page, and click Launch. This will
open your org in a new tab.
2

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Build your app
3. Follow the numbered steps in the first step of the Trailhead
project to build your app. When you’re done with the steps, click
Verify Step.
3

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Watch for points!
4. When you successfully complete the step, you’ll see this screen appear.
Great work!
4

2323
1. INTRO
2. CREATE THE
TRAILBLAZER
APP 3. TRY OUT
THE APP
4. ADD A QUICK
ACTION
5. USE THE
SALESFORCE
MOBILE APP

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Okay, so you built your app. Now you need to add some data.
In Salesforce, it’s easy to add data to an app you create.
Just go to your custom Waypoints tab, and click the New button.
What are some of your favorite parks or recreational places?
Enter a record or two now for one of your favorite outdoor places to visit.
After you add a few records, we will continue with the project, and add
specific records in the next step.

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Let’s build it!
1. In Trailhead, click Tackle the next step
1

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Add test records using your app
2. Follow the numbered steps in the first step of the Trailhead project to
add records. When you’re done with the steps, click Verify Step.
2

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Watch for points!
Great work!
3

2828
1. INTRO
2. CREATE THE
TRAILBLAZER
APP 3. TRY OUT
THE APP
4. ADD A QUICK
ACTION
5. USE THE
SALESFORCE
MOBILE APP

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Okay, so you built your app and added data.

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Now we’re going to add an action.
Quick actions in Salesforce
help you create and update
records quickly.
They work great from the
desktop and mobile
interface alike.

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Let’s build it!
1

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Create a quick action and add it to the publisher.
2. Follow the numbered steps to build your quick action.
When you’re done with the steps, click Verify Step.
2

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Watch for points!
Great work!
3

3434
1. INTRO
2. CREATE THE
TRAILBLAZER
APP 3. TRY OUT
THE APP
4. ADD A QUICK
ACTION
5. USE THE
SALESFORCE
MOBILE APP

35
Now that you’ve built your app, let’s preview how it will look
on a mobile device using Chrome Developer Tools.
• Open the El Capitan record in your Trailblazer app.
• Copy the URL.
• Open a new tab in your Chrome browser and open the Developer
Tools by clicking View | Developer | Developer Tools
• Click the Toggle Device Mode button to simulate your browser as a
mobile device.
• Paste in the URL you copied.
Now you can preview what your app will look like on mobile,
right from your desktop.

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Let’s build it!
1

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Turn on Chrome Developer Tools. Use the quick action you
created to make another record.
2. Follow the numbered steps to preview the mobile experience
and create a new record. When you’re done with the steps, click
Verify Step.
2

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Watch for points…and your badge!
3. This time, when you successfully complete the step, you’ll see this screen
appear with your newly-earned badge. Great work!
3

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Note: If you’re having trouble using the mobile preview with Chrome
Developer Tools, just make the new record using the desktop view.
1. Click Waypoint
2. Enter the Waypoint Name as specified in the project
3. Click Save
1
2
3

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Here’s what you just did:
✓ You built a custom object
✓ You built a custom tab
✓ You built a custom app
✓ You created 4 sample records
✓ You added a quick action
✓ You previewed the mobile experience
✓ You earned a badge on Trailhead
Now you have a basic understanding of how to build an app in
Salesforce!

Thanks for Attending!
What’s Next?
LEARN ALL THE SKILLS YOU NEED
Build on your skills with self-paced learning or an expert-led class.
https://sfdc.co/learnsalesforce
EARN SKILL-BASED CREDENTIALS
Get rewarded for the skills you learn and get industry-wide recognition
for your expertise.
https://trailhead.salesforce.com/en/super_badges
http://certification.salesforce.com/
CONNECT WITH FELLOW TRAILBLAZERS
Follow us in the Trailblazer Community, and on social.
Community: https://sfdc.co/TrailheadCommunity
Twitter: @Trailhead
Facebook: /SalesforceTrailhead© Copyright 2018 salesforce.com, inc. All
rights reserved. Various trademarks held
by their respective owners.

Reference and Credit
BAM! BE A MULTIPLIER WITH TRAILHEAD
https://trailhead.salesforce.com/bam
Global Sponsor: Trailblazer Community
https://success.salesforce.com/
Join Community Groups
https://trailblazercommunitygroups.com/

Join our Community Group
https://trailblazercommunitygroups.com/motihari-in-
developers-group/
bit.ly/mo-in

QUIZ
Win the reward: You are the genius

Presentation Build Your First App by Trailhead

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