Platform Development Basics
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Salesforce is a cloud-based platform that provides a range of tools and services for building and deploying applications. If you're getting started with platform development in Salesforce, here are some fundamental concepts and components to understand:
1. Salesforce Platform:
Salesforce is a cloud computing platform that offers various services, including customer relationship management (CRM), application development, and more.
It provides a multi-tenant environment, allowing multiple organizations to use the same infrastructure while keeping their data and configurations separate.
2. Org (Organization):
An Org is a specific instance of Salesforce. It represents a single tenant in the Salesforce environment.
Each organization has its own set of data, configurations, and customizations.
3. Objects:
Objects are database tables that store data in Salesforce. Standard objects, like Account and Contact, come pre-built, and custom objects can be created to store specific business data.
Fields define the data types and properties of objects.
4. Records:
Records are individual instances of objects. For example, an Account object can have multiple Account records, each representing a unique customer or company.
5. Apex:
Apex is a programming language developed by Salesforce for building custom applications on the Salesforce platform.
Apex is used to create triggers, classes, and controllers to implement business logic.
6. Visualforce:
Visualforce is a markup language that allows developers to create custom user interfaces for Salesforce applications.
It is often used in conjunction with Apex to build custom pages.
7. Lightning Components:
Lightning Components is a modern UI framework for developing dynamic web apps for mobile and desktop devices.
They are designed to work seamlessly with the Lightning Experience in Salesforce.
8. Triggers:
Triggers are pieces of Apex code that execute before or after records are inserted, updated, or deleted.
They are often used to implement custom business logic.
9. Workflows and Process Builder:
Workflows and Process Builder are tools for automating standard internal procedures to save time across your org.
They allow you to define rules for updating fields, sending email alerts, and creating tasks.
10. Data Model and Relationships:
Understanding how data is modeled and the relationships between objects is crucial. Master-detail and lookup relationships connect different objects in Salesforce.
11. Profiles and Permissions:
Profiles and permission sets control access to objects, fields, and features in Salesforce.
Profiles define baseline permissions for users, while permission sets grant additional permissions.
12. Testing:
Salesforce provides a testing framework for ensuring that your code works as expected. Writing unit tests is a fundamental practice in Salesforce development.
13. Deployment:
Changes made in a Salesforce development environment need to be deployed to other environments (like testing and production). Salesforce provides deployment tools for this purpose.
14. Trailhead:
Trailhead is Salesforce's online learning platform. It offers a variety of modules and trails for learning different aspects of Salesforce development.
15. Developer Console and IDEs:
The Developer Console is a browser-based tool for writing, debugging, and testing Apex code. Developers often use integrated development environments (IDEs) like VS Code for more extensive development tasks.
These are just the basics, and Salesforce offers many more features and tools for developers. As you progress, consider exploring additional topics like Lightning Web Components, API integrations, and best practices for development on the Salesforce platform. The Trailhead platform is an excellent resource for hands-on learning and practical experience.
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