Difference between revisions of "Designers Index"
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** [[Cases]] and [[Tasks]] | ** [[Cases]] and [[Tasks]] | ||
** [[Case States and Transitions]] | ** [[Case States and Transitions]] | ||
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*'''Design Concepts''' | *'''Design Concepts''' | ||
:* [{{DOCHOST}}/articles/BuildCaseMgtApp_AgileApps_Live.pdf Build a Case Mgt App (pdf)] | :* [{{DOCHOST}}/articles/BuildCaseMgtApp_AgileApps_Live.pdf Build a Case Mgt App (pdf)] | ||
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:* [[Application Design Guide]] | :* [[Application Design Guide]] | ||
:* [[The Power of Objects|The Power of Objects]] | :* [[The Power of Objects|The Power of Objects]] | ||
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*'''Object Capabilities''' | *'''Object Capabilities''' | ||
:* [[Object Relationships]] | :* [[Object Relationships]] | ||
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:** [[Subform#Sorting Rows, Totaling Columns|Sorting Rows, Totaling Columns]] | :** [[Subform#Sorting Rows, Totaling Columns|Sorting Rows, Totaling Columns]] | ||
:** [[Subform#Column-Total Adjustments|Adjusting Column-Totals]] | :** [[Subform#Column-Total Adjustments|Adjusting Column-Totals]] | ||
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*'''Interface''' | *'''Interface''' | ||
** [[Views]] | ** [[Views]] | ||
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** [[Web Tabs]] | ** [[Web Tabs]] | ||
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*'''Global Design Resources''' | *'''Global Design Resources''' | ||
** [[Global Picklists]] | ** [[Global Picklists]] | ||
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*'''More Information''' | *'''More Information''' | ||
:* [[Sequential Topic Index]]<br> -- an A to Z introduction | :* [[Sequential Topic Index]]<br> -- an A to Z introduction | ||
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| || colspan="2"| [[System Development]] | | || colspan="2"| [[System Development]] | ||
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Revision as of 01:34, 18 May 2013
Basics
- Design Concepts
- Object Capabilities
- Validations for safety
- Indexes for speed
- Record Locators for searching
- Interface
- Global Design Resources
- More Information
- Sequential Topic Index
-- an A to Z introduction - Designer HowTo Guides
- Sequential Topic Index
Design Elements
| 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 |
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