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

 

• 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 & 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.
	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.
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.
Learn More
	System Development