This story summarize Customize a Sales Path for Your Team from Trailhead Project — Create a Sales Process Use the Quick Find box to find Sales Process in Setup Name the Sales process Select the value you need for Opportunity Stage Create a Record Type Before you continue creating a customized path for your sales team, you have to create record types corresponding to your new sales process. In Setup, select Object…

This story summarize Lightning App Builder from Trailhead Module — We use Lightning App Builder in Salesforce to create Lightning Page by adding Lightning components to it Building apps tool: Lightning App Builder Pages in app: Lightning Page Components in pages: Lightning component Lightning Page Types App Page Home Page Record Page Lightning Components Standard Components: Standard components are Lightning components built by Salesforce.

This story summarize the security setup information from Trailhead Module —

This is a cheatsheet summarize from Writing Test Classes in Salesforce — What to test? Apex Trigger Apex Class VF Page Apex Batch/ Queuable/ Future Method Custom Controller Simple Unit test(Video demo from 11:22) Test account Test contact Executing unit tests(Video demo from 16:39) Click the Run Test button in the top-right corner Check the Always Run Asynchronously from the test tab for run the another Test Class after you execute one Test Class

This is a learning note about from Manipulate Records with DML — DML statements: insert update upsert delete undelete merge Take upsert as an example: Creates new records and updates sObject records within a single statement Bulk DML Bulk insert Create a list of contacts Bulk insert all contacts Bulk update Create a empty list for updated contacts Iterate through the list and add the title, if the department is Finance

This is the Hands-on Challenge from the ThrailHead — Apex Class and meathod Create an Apex class with a method that returns an array (or list) of strings. Create an Apex class with a method that returns an array (or list) of formatted strings (‘Test 0’, ‘Test 1’, …). The length of the array is determined by an integer parameter. The Apex class…

This is a CheatSheet for Salesforce Quick Action, summarized from Empower Your Users with Quick Actions Module. — Quick actions come in two different flavors: Object-specific actions Global actions Object-Specific Action Create an Object-Specific Action In Setup, Object Manager tab: 1. Select a object, take Account for example 2. Click Buttons, Links, and Actions, then click New Action. 3. Let's make this action to create records, so select the Create a Record action type 4. Select the target…

This is a CheatSheet for Salesforce Custom Buttons, summarized from Create Custom Buttons and Links Module. — There are three primary types of custom buttons and links that you can create. List button: Appears on a related list on an object record page. Detail page link : Appears in the Links section of the record details on an object record page. Detail page button : Appears in…

This is a CheatSheet for Salesforce List View setting, summarized from Create and Customize List Views Module. — List View Create a full List View In a Object tab, take Account tab for example 1. From the list view controls, select New 2. Name the list (List API Name will be auto-filled) 3. Choose Who sees this list view 4. Click Save.(So far, the list view is showing us all the accounts) Set up some filters