Designers Index

Basics

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• Fundamentals
  • Users
  • Teams
  • Roles
  • Cases and Tasks
  • Case States and Transitions

 

• Design Concepts

• Build a Case Mgt App (pdf)
• Application Architecture
• Application Design Guide
• The Power of Objects

 

• Object Capabilities

• Object Relationships
• Object Inheritance

• Field Display Types
  • Computed Fields
  • Formula Fields
  • Lookup Fields

• Validations for safety
• Indexes for speed
• Record Locators for searching

• Subforms
  • Sorting Rows, Totaling Columns
  • Adjusting Column-Totals

 

• Interface
  • Views
  • Forms
  • Custom Form Actions
  • Web Tabs

• Global Design Resources
  • Global Picklists

 

• More Information

• Sequential Topic Index
    -- an A to Z introduction
• Designer HowTo Guides

Design Elements

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Fundamental Capabilities
	Cases Object	Records in this object represent Cases.
	Tasks Object	Records in this object are user Tasks.
	Case Types	Different kinds of cases sharing common functionality.
	MultiStep Tasks	Ad Hoc processes created dynamically by users.
Automation
	Macros	Take multiple actions at the click of a button.
	Quick Text	Add snippets of text to an email. Include variables.
	Rules and Rule Sets	Respond to record events, timer events, and scheduled events using if-condition-then-take-action procedures, with zero programming.
	Process Models	Interactively design a flowchart of user tasks, approvals, and automated activities.
	SLAs	Define Service Level Agreements, specifying objectives and escalations.
Channels
	Email Channel	Create cases and record comments from incoming messages. Reply with a click.
	Service Portal	Allow registered users and guests to create cases, interact with your user community, and/or access your knowledge base.
	Twitter Channel	Create cases and respond using Twitter.
	Facebook Channel	Create cases and respond using Facebook.
	Web Forms	Send data from a remote site.
Presentation
	Dashboards	Custom overview using a variety of Widgets.
	Email Templates	Pre-formatted messages with template variables.
	Document Templates	Formatted output: HTML, PDF, Word, PowerPoint.
	Reports	Summarize data in platform objects.
	Charts	Pie charts, bar charts, graphs.
	Database Views	Advanced reports using database queries and joins.
Learn More
	System Development