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 & Tasks	The things users interact with the most.
	Cases Object & 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.
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.
	Processes & 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	xx.
	Service Portal	xx.
	Twitter Channel	xx.
	Facebook Channel	xx.
	Web Forms	Send data from a remote site.
Interface
	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.
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.
Object Aspects
	Objects	Customizable entities to store data, define behaviors.
	Fields	A wide variety of display types for data storage.
	Object Relationships	Automatically handle one-to-many and many-to-many relationships.
	Object 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.
	Field Audit Log	Track changes to important data.
Learn More
	System Development