This document provides an overview of key Salesforce platform development concepts including platform building blocks, data modeling, data management, formulas and validations, Apex programming basics, writing SOQL and SOSL queries, Apex triggers, and Apex testing. It describes how to create custom objects and relationships, import and export data, write formulas and validation rules, call Apex methods, perform DML operations, query related records, and build test classes and methods.

1. SalesForce
Raj Kumar Ranabhat

2. Platform Development Basics
• Platform Building Blocks
• High Impact, Low Effort
• Functionality ranges from simple page layouts to full-scale
applications.
• Supports the development of other technologies on top of it.

3. Data Modeling
• Understand Custom & Standard Objects
• Standard objects : e.g. Account, Contact, Lead, and Opportunity
• Custom objects : created to store information that’s specific to your company
or industry.
• How to create Custom Object:
1. Click the Object Manager tab.
2. Click Create | Custom Object in the top right corner.
3. For Label, enter label name.
4. For Plural Label, enter label name
5. click Save.

4. Data Modeling…Contd.
• Create Object Relationships
• lookup relationship
• Master-detail relationship.
• Schema Builder
• to create a schema for a given object model.
• to add a custom object to your schema.
• to add a custom field to your schema.

5. Data Management
• Import Data: Salesforce offers two main methods for importing data.
a. Data Import Wizard
■ lets you import data in common standard objects
■ It can import up to 50,000 records at a time
b. Data Loader
■ can import up to five million records at a time
■ It can be operated either through the user interface or the command line
• Export Data
a. Data Export Wizard:
■ in-browser wizard, accessible through the Setup menu.
■ It allows to export data once every seven days or once every months.
b. Data Loader:
■ if you want to automate the export process, or use APIs to integrate with another
system.

6. Formulas & Validations
• Created a custom formula field and use the formula editor.
• Implemented Roll-Up Summary Fields
• Validation Rules were created

7. Apex Basics & Database
• key features of the Apex programming language.
• Save an Apex class and call methods with Anonymous.Apex.
• Used the Developer Console to inspect debug logs
• Manipulate Records with DML
• Use DML to insert, update, and delete records.
• Use upsert to either insert or update a record.
• Catch a DML Exception.
• Updating Related Records

8. Write SOQL Queries
• Write SOQL queries in Apex.
• Query related records.
• Eg, SELECT Name,Phone FROM Account WHERE (Name='SFDC Computing'
AND NumberOfEmployees>25)

9. Write SOSL Queries
• Salesforce Object Search Language (SOSL) is a Salesforce search language
• It is used to perform text searches in records
• SOSL allows you to search your organization’s records for specific information
• Unlike SOQL, which can only query one standard or custom object at a time, a
single SOSL query can search all objects
• Eg, List<List<sObject>> searchList = [FIND 'Wingo OR SFDC' IN ALL
FIELDS RETURNING
Account(Name),Contact(FirstName,LastName,Department)];

10. Apex Triggers
• fires triggers when the specified database events occur.
• Trigger Syntax:
• trigger TriggerName on ObjectName (trigger_events) {
code_block
}
• Events:
• before (insert,update,delete)
• after (insert,update,delete)
• after delete
• after undelete

11. Apex Testing
• Test methods take no arguments and have the following syntax:
○ @isTest static void testName() {
// code_block
}
• Test methods must be defined in test classes, which are classes annotated with
isTest.
@isTest
private class MyTestClass {
@isTest static void myTest() {
// code_block
}
}

12. Thank You