Designers Index

Basics

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• Fundamentals
  • Users
  • Teams
  • Roles

 

• Design Concepts

• Application Architecture
• Application Design Guide
• The Power of Objects
• Object Relationships
• Field Display Types
  • Computed Fields
  • Formula Fields
  • Lookup Fields
• Subforms
  • Sorting Rows, Totaling Columns
  • Adjusting Column-Totals

 

• Global Design Resources
  • Global Picklists
  • Translation Workbench

 

• More Information

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

Design Elements

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Fundamental Capabilities
	Cases and Tasks	The things users interact with the most.
	Cases Object and Tasks Object	The fundamental objects underlying those capabilities.
	Case Types	Different kinds of cases sharing common functionality.
	Multi-Step Tasks	Sequences of tasks and approval steps created dynamically by the user.
Interface Design
	Views	Tables of records and other displays.
	Forms	How records are viewed and added.
	Custom Form Actions	Buttons the user can press.
	Web Tabs	The tabs a user sees in the application.
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	Compose if-condition-then-take-action procedures, with zero programming.
	Processes	Interactively design a flowchart of user tasks, approvals, and automated activities.
	SLAs	Define Service Level Agreements, specifying objectives and escalations.
Channels
	Email Channel	xx.
	Service Portal	xx.
	Twitter Channel	xx.
	Facebook Channel	xx.
	Web Forms	Send data from a remote site.
Presentation
	Dashboards	Custom overview using a variety of Widgets.
	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.
Object Aspects
	Objects	Store data, define behaviors.
	Inheritance	Share common object behaviors and attributes.
	Indexes	Speed up record access. Ensure uniqueness.
	Record Locators	Help users identify records they're searching for.
	Validations	Check incoming data.
Learn More
	System Development