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Salesforce.com Certified Force.

com Developer

Study Guide
Summer ‘10

training & Certification


Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

Contents
About the Force.com Certification Program..............................................................................................1

Section 1. Purpose of this Study Guide............................................................................................2

Section 2. Audience Description: Salesforce.com Certified Force.com Developer......................2

Section 3. About the Exam.................................................................................................................2

Section 4. Recommended Training...................................................................................................2

Section 5. Exam Outline.....................................................................................................................3

Section 6. Sample Exam Questions...................................................................................................4

Section 7. Answers to Sample Exam Questions...............................................................................6

Section 8. Maintaining a Certification..............................................................................................6

Section 9. Supplemental Study Material..........................................................................................6


Section 9-1. The Console.........................................................................................................................................................6
Section 9-2. System Fields......................................................................................................................................................7
Section 9-3. Encrypted Custom Fields...............................................................................................................................7
Section 9-4. Page Layouts.......................................................................................................................................................8
Section 9-5. What is Visualforce?..........................................................................................................................................9
Section 9-6. Development Tools..........................................................................................................................................10
Section 9-7. What is Apex?.....................................................................................................................................................11
Section 9-8. Data Loader.........................................................................................................................................................11
Section 9-9. Troubleshooting Data Loader Operations..............................................................................................12
Section 9-10. Record IDs............................................................................................................................................................12
Section 9-11. Process Visualizer..............................................................................................................................................12

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

About the Force.com Certification Program


The Force.com certification program is for individuals who want to demonstrate their knowledge, skills, and
capabilities to build custom applications on the Force.com cloud platform. The program encompasses the
breadth of application development on the Force.com platform, including the declarative capabilities, the
programmatic capabilities of Apex code and Visualforce, and application development lifecycle management
with cloud computing development as a service.

▪▪ The Salesforce.com Certified Force.com Developer certification exam encompasses the declarative
capabilities of the Force.com platform. To achieve this credential, a candidate must successfully
complete the exam. This exam is a prerequisite to the Salesforce.com Certified Force.com Advanced
Developer exam.

▪▪ The Salesforce.com Certified Force.com Advanced Developer credential encompasses the


programmatic capabilities of the Force.com platform, including Apex and Visualforce. To earn this
credential, a candidate must successfully complete three activities:
1. The Salesforce.com Certified Force.com Advanced Developer exam: A multiple-choice/multiple-
select proctored exam. This portion of the credential program must be passed successfully to move on
to the next portion: the programming assignment.
2. The Advanced Developer programming assignment: At scheduled times throughout the year,
certification candidates who have passed the Salesforce.com Certified Force.com Advanced
Developer exam will be given the opportunity to complete the second portion of the credential
program: the programming assignment. A set of requirements and development parameters will be
sent to the candidate, and the candidate will have a fixed amount of time to complete and submit
the assignment. The candidate will be given the evaluation criteria and detailed instructions on how
to complete and submit the final working application. The programming assignment is completed
at the candidate’s own pace and doesn’t require working at a proctored site. However, there will be a
deadline for assignment completion.
3. The Advanced Developer essay exam: Upon submission of the programming assignment, the
candidate will be required to complete a short-answer proctored exam that covers the specifics of the
programming assignment. The candidate will need to go to a testing center and complete the essay
exam. The essay exam, in combination with the programming assignment, will be evaluated and scored
as the final portion of the Salesforce.com Certified Force.com Advanced Developer certification
program.
The Salesforce.com Certified Force.com Advanced Developer credential will be granted to a candidate
upon successful completion of all parts of the program.
This study guide provides information about the Salesforce.com Certified Force.com Developer exam.

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

Section 1. Purpose of this Study Guide


This study guide is designed to help you evaluate whether you’re ready to successfully complete the
Salesforce.com Certified Force.com Developer exam. This guide provides information about recommended
training from Salesforce.com Training and Certification, a complete list of exam objectives, supplemental
study material, and several sample exam items—all with the intent of helping you achieve a passing score.
Salesforce.com highly recommends a combination of course attendance and self-study to maximize your
chances of passing the exam.

Section 2. Audience Description: Salesforce.com Certified Force.com Developer


The Salesforce.com Certified Force.com Developer exam is intended for an individual who has experience
developing custom applications on the Force.com platform, including practical application of the skills
and concepts noted in the exam objectives below. The candidate has successfully completed the Building
Applications with Force.com and Visualforce course (DEV 401) from salesforce.com or an Authorized
Training Center or possesses equivalent experience and knowledge. The candidate:

▪▪ May not necessarily manage or configure a standard Salesforce CRM application, but has experience
with the Salesforce user interface and data model

▪▪ Has broad knowledge of the declarative functionality of the Force.com platform, can describe various
use cases for this functionality, and can use this functionality to create applications using the standard
Salesforce interface

▪▪ Has a good understanding of the capabilities of the declarative functionality and can identify what
application design specifications require the use of Apex or Visualforce

▪▪ Is capable of designing and developing reports/analytics


▪▪ Can identify appropriate solutions to specific business challenges/process requirements by applying
knowledge of these features in the current version of the Force.com platform

▪▪ Has invested time in studying the materials from the course and the additional required study materials
provided by salesforce.com
A candidate for this exam is not expected to be able to develop code using the Apex programming language,
administer any standard Salesforce CRM application, or use the Force.com IDE or Force.com API.
Additionally, candidates are not expected to be able to package or migrate applications.

Section 3. About the Exam


The Salesforce.com Certified Force.com Developer exam has the following characteristics:

▪▪ Content: 60 multiple-choice/multiple-select questions


▪▪ Time allotted to complete the exam: 90 minutes
▪▪ Passing score: 68 percent
▪▪ References: No hard-copy or online materials may be referenced during the exam
▪▪ Prerequisites: None required; course attendance highly recommended
Section 4. Recommended Training
Salesforce.com Training and Certification recommends the following as preparation for this exam:

▪▪ Building Applications with Force.com and Visualforce (DEV 401). To register, go to:
www.salesforce.com/training

▪▪ Force.com Fundamentals (http://wiki.developerforce.com/index.php/Force Platform Fundamentals)

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

Section 5. Exam Outline


The Salesforce.com Certified Force.com Developer exam measures a candidate’s knowledge and skills related
to the objectives listed below. A candidate should have hands-on experience developing custom applications
on the Force.com platform and have demonstrated the application of each of the following features/functions.

Objective Weighting
Application Design 5%
List and describe components of an application  
Describe the model-view-controller design paradigm  
Given a scenario, determine whether sufficient information is available to plan/build/design an application  

Overview of Force.com Platform 5%


List and describe the steps required to design and deploy a successful application built using the declarative  
capabilities of the Force.com platform
List and describe the building blocks of an application provided by the Force.com platform  

Data Model 32%


Describe how to create a functional data model for a business application  
Given a scenario, select the features required to create a functional data model for a business application  
Describe the properties and implications of choosing one object relationship type over another and  
distinguish among relationship types
Given a scenario, distinguish among object relationship types, describe how to create relationships, and  
determine which relationship should be recommended
List and describe the features used to set permission and data access in a custom app  
Given a scenario, select the appropriate feature (e.g., profiles, defaults, roles) to provide appropriate  
permissions and data access in a custom app
List and describe optional (Salesforce-enabled) features for managing the application (e.g., create audit  
fields, encrypted fields, multicurrency)

User Interface 15%


List and describe the components of any Force.com application user interface (e.g., tabs, applications, detail  
pages, list views)
Given a scenario, determine the capabilities and constraints of the declarative framework for building a user  
interface (e.g., what can and can’t be done in a page layout)
Describe use cases for how Visualforce can extend the user interface in the declarative framework and when  
to do so
Describe the capabilities and functionality of Force.com Sites
Business Logic 23%
List and describe how to create formulas, validation rules, and workflow rules  
Given a scenario, determine which Force.com feature to use to solve a business requirement and/or describe  
how to apply the solution
List and describe the capabilities of the Force.com approval processes  
Given a scenario, select the appropriate features of Force.com approval processes to satisfy business  
requirements
List and describe the features of the Force.com platform for debugging and monitoring automated business  
processes
Describe use cases for extending business logic through Apex  

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

Data Management 10%


List and describe the capabilities and constraints of import wizards  
List and describe the capabilities and constraints of API-based tools for managing data  
List and describe the functions of the Force.com data loader  
Describe use cases and functions of external IDs and upsert  
Given a scenario, determine appropriate uses of the GUI and command-line interface for the data loader  
Describe the characteristics of Force.com record IDs  

Reporting and Analytics 10%


List and describe capabilities and constraints of reports and analytics of the Force.com platform  
Given a scenario, determine methods for analyzing and displaying data  

Section 6. Sample Exam Questions


The following questions are representative of those on the Salesforce.com Certified Force.com Developer
exam. These questions are not designed to test your readiness to successfully complete the certification exam,
but should be used to become familiar with the types of questions on the exam. The actual exam questions may
be more or less difficult than this set of questions.
1. Within a custom recruiting application, Universal Containers uses a custom position object to track
positions. Positions expire 90 days after they have been approved. A Workflow Rule is in place to send
an email to the hiring manager listed on a position 15 days before the expiration date.

What will happen if the expiration date of a position is extended by 30 days?

A. An email will be sent 15 days before the original expiration date.


B. An email will be sent 15 days before the updated expiration date.
C. An email will be sent on the original expiration date.
D. An email will not be sent.

2. A developer wants to ensure that when a parent record is deleted, child records are not deleted. Which
relationship should the developer choose?

A. lookup
B. master-detail
C. many-to-many
D. master-to-master

3. Which statement is true about a custom tab?

A. It can only be included in one application.


B. It can only be included in standard applications.
C. It can be included in as many applications as desired.
D. It can only be included in custom applications.

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

4. When would a developer use upsert and external IDs?


(Choose two answers.)

A. To integrate with an external system


B. To migrate customizations from sandbox to production
C. To load related records without knowing Salesforce record IDs
D. To use the Force.com API to query for data

5. A group of executives has requested a convenient way to see daily metrics without having to log
into Salesforce.

How would a developer accomplish this goal?

A. Set the users’ home page layouts to include a dashboard.


B. Create a Workflow rule that sends a link to the dashboard in an email.
C. Schedule the dashboard for daily refresh and email distribution.
D. Create a series of daily recurring events providing the dashboard link.

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

Section 7. Answers to Sample Exam Questions


1. B
2. A
3. C
4. A, C
5. C

Section 8. Maintaining a Certification


Maintaining a certification requires successful completion of release-level certifications for the major
Salesforce CRM releases throughout the year.
All certifications include access to new release content for subsequent releases, along with the associated
exams, for 1 year. After 1 year, there’s a maintenance fee of $100 to keep the certification current for the
following year. Certified salesforce.com professionals will be notified automatically when new release content
and exams become available.

Section 9. Supplemental Study Material


The following information is drawn from Help & Training in Salesforce and is provided as supplemental
study material. Note that this material is complementary to the Force.com Essentials course materials and
doesn’t cover the same material. In preparing for the Salesforce.com Certified Force.com Developer exam,
please study the material in the “Force.com Essentials” student manual, review the Force.com Fundamentals
book or PDF, and study this supplemental material.
Note: This material is supplemental only. It doesn’t include all topics or items on the exam. The materials
mentioned above make up the full reference set.

Section 9-1. The Console


The console is a tab that combines a list view and related records into one screen with different frames so users
have all the information they need when interacting with Salesforce. With the console, users can quickly find,
view, and edit records such as cases, accounts, and contacts with fewer clicks and without switching back and
forth between screens. Administrators choose the information displayed in the console to accommodate users’
varied and evolving business needs.
Console layouts define what objects are available to users in the console’s list view frame. For example, if you
want users to see list views of cases and contacts in the console, then you would add both cases and contacts
to a console layout, and then assign that console layout to the appropriate user profiles. A user can only view
objects in the console’s list view frame if those objects are added to the console layout to which his or her
profile is assigned.
From the console layouts list page, accessed by clicking Setup | Customize | Console | Console
Layouts, you can:

▪▪ Click New to create layouts


▪▪ Click Edit to modify a layout
▪▪ Click Del to delete a layout
▪▪ Click Console Layout Assignment to assign console layouts to profiles

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

Section 9-2. System Fields


Salesforce has the ability to set system fields through the API. When you’re migrating data from an external
system, the API lets customers set the CreatedBy, CreatedDate, LastModifiedByID, LastModifiedDate, and
a number of other fields on most objects that were previously read-only. By setting these fields, records will
appear to have been created at their original created time from your old system.
The objects that you can edit these fields on are:

▪▪ Account
▪▪ Opportunity
▪▪ Contact
▪▪ Lead
▪▪ Case
▪▪ Task
▪▪ Event
▪▪ Custom Objects
To enable this feature, please contact Salesforce.com Support. Once the feature is enabled, you’ll be able to set
these fields when creating the record. Because these fields are intended to be audit fields, you’ll only be able to
set them on create, not update. Also, if this feature is enabled, salesforce.com can’t guarantee that the records
will have the correct data in these audit fields because they can be set on create.
In general, salesforce.com recommends that this feature only be enabled while you’re doing data migration.
In certain cases (such as routinely copying new data from an external system to Salesforce) this feature
can be enabled permanently. The feature must be enabled by Salesforce.com Support and requested by an
administrator in the organization.

Section 9-3. Encrypted Custom Fields


Encrypted custom fields are text fields that can contain letters, numbers, or symbols but are encrypted. The
value of an encrypted field is only visible to users that have the “View Encrypted Data” permission.
Before you begin working with encrypted custom fields, review the following implementation notes and
best practices:
Implementation Notes
▪▪ To enable encrypted fields for your organization, contact salesforce.com.
▪▪ Encrypted fields are encrypted with 128-bit keys and use the AES (Advanced Encryption Standard)
algorithm.

▪▪ Encrypted custom fields cannot be unique, an external ID, or have default values.
▪▪ While other text fields can contain up to 255 characters, encrypted text fields are limited to 175
characters due to the encryption algorithm.

▪▪ Encrypted fields are not available for use in filters such as list views, reports, roll-up summary fields, and
rule filters.

▪▪ Encrypted fields cannot be used to define report criteria but they can be included in report results.
▪▪ Encrypted fields are not searchable but they can be included in search results.

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▪▪ Encrypted fields are not available in the following: Salesforce Mobile, Connect for Outlook, Connect
for Lotus Notes, Connect Offline, lead conversion, workflow rule criteria or formulas, formula fields,
outbound messages, default values, and Web-to-Lead and Web-to-Case forms.

▪▪ You can use encrypted fields in email templates yet the value is always masked regardless of whether
you have the “View Encrypted Data” permission.

▪▪ If you have created encrypted custom fields, make sure your organization has secure connections using SSL
(Secure Sockets Layer) enabled. To enable this setting for your organization, see “Setting Session Security.”

▪▪ If you have the “View Encrypted Data” permission and you grant login access to another user, be aware
that the other user will be able to see encrypted fields unmasked (in plain text). To avoid this, first clone
your profile and remove the “View Encrypted Data” permission from the cloned profile, then assign
yourself to the cloned profile before granting login access to the other user. If you do not have the
appropriate permissions to clone and change your profile, contact your administrator for assistance.

▪▪ Only users with the “View Encrypted Data” permission can clone the value of an encrypted field when
cloning that record.
Best Practices
▪▪ Encrypted fields are editable regardless of whether the user has the “View Encrypted Data” permission.
Use validation rules, field-level security settings, or page layout settings to prevent users from editing
encrypted fields.

▪▪ You can still validate the values of encrypted fields using validation rules or Apex scripts. Both work
regardless of whether the user has the “View Encrypted Data” permission. Data for encrypted fields in
the debug log is masked.

▪▪ Existing custom fields cannot be converted into encrypted fields nor can encrypted fields be converted
into another data type. To encrypt the values of an existing (unencrypted) field, export the data,
create an encrypted custom field to store that data, and import that data into the new encrypted field.

▪▪ Mask Type is not an input mask that ensures the data matches the Mask Type. Use validation rules to
ensure that the data entered matches the mask type selected.

▪▪ Use encrypted custom fields only when government regulations require it because they involve
additional processing and have search-related limitations

Section 9-4. Page Layouts


When customizing page layouts for tasks, you can select the following checkboxes:

▪▪ Show Task Email Notification – This checkbox controls whether the Send Notification Email
checkbox displays when users create or edit a task.

▪▪ Select Task Email Notification – This checkbox by default controls whether the Send Notification
Email checkbox is selected by default when users create or edit a task. Note that a user’s personal
preference for defaulting the state of the checkbox takes precedence over the organization-wide setting.
For more information, see “Creating Tasks.”
Page layouts for the user object only include custom fields, custom links, S-controls, and Visualforce pages.
Tagging, related lists, custom buttons, and standard field customizations are not included on page layouts for
the user object. Also, field-level security is only available for custom fields on the user object.
You can define mini page layouts for the user object; however, you can’t add standard fields or related lists.
Also, a customized mini page layout will not display in the console. For more information, see “Defining Mini
Page Layouts.”

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

In the organization-wide import wizards for accounts, contacts, and leads, administrators have access to import into
any field, even if a field is hidden or read-only in their page layout or field-level security settings. Individual users can
import only into the fields that are accessible to them via their page layout or field-level security settings.
In Personal, Group, and Professional Editions, page layouts control which fields users can access in related lists, list
views, reports, Force.com Connect Offline, email and mail merge templates, custom links, and when synchronizing
data. In Enterprise, Unlimited, and Developer Editions, this access is controlled by field-level security.
For information on setting which fields display for users in search results, see “Customizing Search Layouts.”
In Professional, Enterprise, Unlimited, and Developer Editions, individual users can customize which tabs and
related lists display for their personal use. For more information, see “Customizing Your Display.”
When editing a person account page layout:

▪▪ If you add Shipping Address next to Billing Address in the Address Information section, a link will
display on the person account edit page that lets you copy the billing address to the shipping address.
Also, an equivalent link appears if you add Other Address to the Address Information section.

▪▪ Contact fields and related lists are available on person account page layouts. However, contact custom
links and custom buttons aren’t available.
You can only move some items to certain sections on the page layout. For example, you can drag a custom
S-control to any field section on the page layout, but not to a Related List Section or Button Section.
Create the appropriate buttons before editing your page layout. For example, create an account custom button
for the detail page and a contact custom list button before putting them both on an account page layout. For
implementation tips and best practices on custom buttons, see “Custom Button Considerations.”
If you use the original page layout editor to view a page layout that was created in the new page layout editor,
the original page layout editor will show any blank spaces you added. You can’t move or add blank spaces in the
original page layout editor, but you can remove them by dragging them to the box on the right.

Section 9-5. What is Visualforce?


Visualforce uses a tag-based markup language to give developers a more powerful way to build applications
and customize the Salesforce user interface. With Visualforce, you can:

▪▪ Create custom user interfaces (UIs) that easily leverage standard Salesforce styles
▪▪ Create custom UIs that replace the standard Salesforce styles
▪▪ Build wizards and other navigation patterns that use data-specific rules for optimal, efficient
application interaction
Visualforce is a framework that lets developers build sophisticated, custom UIs that can be hosted natively on
the Force.com platform. The Visualforce framework includes a tag-based markup language similar to HTML.
In the Visualforce markup language, each Visualforce tag corresponds to a coarse or fine-grained user interface
component, such as a section of a page, a related list, or a field. The behavior of Visualforce components can
either be controlled by the same logic used in standard Salesforce pages, or developers can associate their own
logic with a controller class written in Apex.
What is a Visualforce page?
Developers can use Visualforce to create a Visualforce page definition. A page definition consists of two
primary elements:

▪▪ Visualforce markup
▪▪ A Visualforce controller

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

Visualforce Markup
Visualforce markup consists of Visualforce tags, HTML, JavaScript, or any other Web-enabled code
embedded within a single <apex:page> tag. The markup defines the UI components that should be included on
the page and the way they should appear.
Visualforce Controllers
A Visualforce controller is a set of instructions that specify what happens when a user interacts with the
components specified in associated Visualforce markup, such as when a user clicks a button or link. Controllers
also provide access to the data that should be displayed in a page and can modify component behavior.
A developer can either use a standard controller provided by the Force.com platform or add custom controller
logic with a class written in Apex:

▪▪ A standard controller consists of the same functionality and logic used for a standard Salesforce page.
For example, if you use the standard Accounts controller, clicking a Save button in a Visualforce page
results in the same behavior as clicking Save on a standard Account edit page.

▪▪ A custom controller is a class written in Apex that implements all of a page’s logic, without leveraging a
standard controller. If you use a custom controller, you can define new navigation elements or behaviors,
but you must also reimplement any functionality that was already provided in a standard controller.
Like other Apex classes, custom controllers execute entirely in system mode, in which the object and
field-level permissions of the current user are ignored. You can specify whether a user can execute
methods in a custom controller based on the user’s profile.

▪▪ A controller extension is a class written in Apex that adds to or overrides behavior in a standard or
custom controller. Extensions let you leverage the functionality of another controller while adding your
own custom logic.
Because standard controllers execute in user mode—in which the permissions, field-level security, and sharing
rules of the current user are enforced—extending a standard controller lets you build a Visualforce page that
respects user permissions. Although the extension class executes in system mode, the standard controller
executes in user mode. As with custom controllers, you can specify whether a user can execute methods in a
controller extension based on the user’s profile.
Where can Visualforce pages be used?
Developers can use Visualforce pages in ways similar to S-controls to:

▪▪ Override standard buttons, such as the New button for accounts or the Save button for contacts
▪▪ Override tab overview pages, such as the Accounts tab home page
▪▪ Define custom tabs
▪▪ Embed components in detail page layouts, similar to the way inline S-controls can be embedded
Section 9-6. Development Tools
The Force.com platform includes the following tools in Setup | Develop. These tools require some
programming knowledge:
Apex Classes – Define Apex classes you can use to add additional business logic to your custom applications
API – Download WSDL files that let you integrate external applications with Salesforce
Components – Define custom Visualforce components you can use in one or more Visualforce pages
Email Services – Define Apex classes that can process inbound email
Pages – Define Visualforce pages that display your custom user interfaces

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Salesforce.com Certified Force.com Developer – Study Guide (Summer ‘10)

S-controls – Upload content such as Java applets or Active-X controls for use in dynamic custom links or Web tabs
Static Resources – Upload content you can reference in a Visualforce page, including archives (such as .zip
and .jar files), images, stylesheets, JavaScript programs, and other files
Tools – Download tools that can assist you with building, debugging, testing, and deploying Apex

Section 9-7. What is Apex?


Apex is a Java-like, object-oriented programming language that lets developers execute flow and transaction
control statements on the Force.com platform server in conjunction with calls to the Force.com API. Using
syntax that looks like Java and acts like database stored procedures, Apex lets developers add business logic to
most system events, including button clicks, related record updates, and Visualforce pages. Apex scripts can be
initiated by Web service requests and from triggers on objects.
Apex can be stored on the platform in two different forms:
1. A class – A template or blueprint from which developers can create Apex objects. Classes consist of
other classes, user-defined methods, variables, exception types, and static initialization code under
Setup | Develop | Apex Classes.
2. A trigger – An Apex script that executes before or after specific data manipulation language
(DML) events occur, such as before object records are inserted into the database or after records
have been deleted. Triggers are stored as metadata in Salesforce at Setup | Customize |
Standard_Object_Name | Triggers for standard objects and on the object detail page
for custom objects at Setup | Create | Objects.
Apex scripts generally run in system context; that is, the current user’s profile-based permissions, field-level
security, and sharing rules are not taken into account during script execution.

Section 9-8. Data Loader


The Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete,
or extract Salesforce records.
When importing data, the Data Loader reads, extracts, and loads data from comma separated values (CSV)
files. When exporting data, it outputs CSV files.
The Data Loader complements the Web-based import wizards that are accessible from the Setup menu in the
online application. Refer to the following guidelines to determine which method of importing best suits your
business needs:
Use the Data Loader when:

▪▪ You need to load 50,000 or more records


▪▪ You need to load into an object that isn’t yet supported by Web-based importing
▪▪ You want to schedule regular data loads, such as nightly imports
▪▪ You want to save multiple mapping files for later use
▪▪ You want to export your data for backup purposes
Use Web-based importing when:

▪▪ You’re loading less than 50,000 records


▪▪ The object you need to import is supported by the Web-based import wizards
▪▪ You want to prevent duplicates by uploading records according to account name and site, contact email
address, or lead email address

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Section 9-9. Troubleshooting Data Loader Operations
If you need to investigate a problem with the Data Loader, or if requested by Salesforce.com Service &
Support, you can access log files that track the operations and network connections made by the Data Loader.
The two log files are:
sdl.log
Contains a detailed chronological list of Data Loader log entries. Log entries marked “INFO” are
procedural items, such as logging in to Salesforce. Log entries marked “ERROR” are problems such as a
submitted record missing a required field.
sdl_out.log
A supplemental log that contains additional information not captured in sdl.log. For example, it
includes log entries for the creation of proxy server network connections.
These files can be opened with commonly available text editor programs, such as Microsoft Notepad.
You can quickly open these files by entering %TEMP%\sdl.log and %TEMP%\sdl_out.log in either
the Run dialog or the Windows Explorer address bar.

Section 9-10. Record IDs


The 15/18 character Record Ids in Salesforce are identical in an org and all its sandboxes.
Take the following example:
1. A Solution with record id 50130000000L7s5 is created on Acme’s org on na2.salesforce.com.
2. The next day, Acme creates a Full Copy Sandbox.
3. The Solution with Record Type ID 50130000000L7s5 will be accessible in the Sandbox org as well.

Section 9-11. Process Visualizer


You can use the Process Visualizer to:

▪▪ Display a flowchart of each saved approval process


▪▪ Improve communication about the approval process and gain buy-in from step owners
▪▪ Reinforce your company’s policies by documenting the decisions you reached when the approval
process was designed

▪▪ Print an annotated version of the approval process, where numbers added to the diagram correspond to
details in a table, which is included in the printable view

▪▪ Share approval process diagrams by saving annotated versions as PDF files (requires an Adobe PDF
print driver)

▪▪ Help you quickly locate key details by searching multi-step or complex diagrams for matching text
▪▪ Help you visualize and understand graphically:
• The steps necessary for a record to be approved
• The designated approvers for each step
• The criteria used to trigger the approval process
• The specific actions to take when a record is approved, rejected, recalled, or first submitted for approval

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