Salesforce 开发笔记备战Salesforce

Salesforce Platform Developer I

2020-09-07  本文已影响0人  柯小强

概述

吸取platform app builder学习笔记的教训，在简书没有修改对于收费文章的准入门槛之前，直接用英语做复习笔记，提高备考效率。部分个人心得可能会用中文。

考试范围

SALESFORCE FUNDAMENTALS （10%）

Describe the considerations when developing in a multi-tenant environment

Describe how the Salesforce platform features map to the MVC pattern.

http://www.salesforcegeneral.com/salesforce-mvc-explained/

Describe the capabilities of the core CRM objects in the Salesforce schema.

Identify the common scenarios for extending an application's capabilities using the AppExchange.

Attribute Managed Packages Unmanaged Packages
Customization You can’t view or change the offering’s code or metadata. You can customize code and metadata, if desired.
Upgrades The provider can automatically upgrade the offering. To receive an upgrade, you must uninstall the package from your org and then reinstall a new version from AppExchange.
Org limits The contents of the package don’t count against the app, tab, and object limits in your org. The contents of the package count against the app, tab, and object limits in your org.

The only requirement to create a managed package is that you’re using a Developer Edition organization.

Identify common use cases for declarative customization of the Lightning Platform, and customization and features of the Heroku platform.

Identify whether to use formula, roll-up summary, validation rule, workflow rule, process builder, visual workflow or approval process

Heroku (PaaS)

DATA MODELING AND MANAGEMENT （12%）

Given a set of requirements, determine the appropriate data model.

Lookup Relationship

Can be one-to-one or one-to-many.
Use lookup relationships when objects are only related in some cases.
Objects in lookup relationships usually work as stand-alone objects and have their own tabs in the user interface

Master-Detail Relationship

The master object controls certain behaviors of the detail object.
When you’re creating master-detail relationships, you always create the relationship field on the detail object.

Junction Object

A custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects.
Creating the many-to-many relationship consists of:

  1. Creating the junction object.
    a. Junction Objects do not need a tab.
  2. Creating the two master-detail relationships.
    The first master-detail relationship you create on your junction object becomes the primary relationship. This affects the following for the junction object records:
    a. Look and feel: The junction object's detail and edit pages use the color and any associated icon of the primary master object.
    b.Record ownership: The junction object records inherit the value of the Owner field from their associated primary master record. Because objects on the detail side of a relationship do not have a visible Owner field, this is only relevant if you later delete both master-detail relationships on your junction object.
    c. Division: If your organization uses divisions to segment data, the junction object records inherit their division from their associated primary master record. Similar to the record ownership, this is only relevant if you later delete both master-detail relationships.
    The second master-detail relationship you create on your junction object becomes the secondary relationship. If you delete the primary master-detail relationship or convert it to a lookup relationship, the secondary master object becomes primary.
  3. Customizing the related lists on the page layouts of the two master objects.
    For the Related List Label that will display on the page layout of the master object, do not accept the default. Change this to use the name of the other master object in your many-to-many relationship.
  4. Customizing reports to maximize the effectiveness of the many-to-many relationship.
    Many-to-many relationships provide two standard report types that join the master objects and the junction object. The report types are:
    • “Primary master with junction object and secondary master” in the primary master object's report category.
    • “Secondary master with junction object and primary master” in the secondary master object's report category.

Describe the capabilities of the various relationship types and the implications of each on record access, user interface (UI), and object-oriented programming.

Relationship Limits

Each custom object can have up to two master-detail relationships and many lookup relationships. Each relationship is included in the maximum number of custom fields allowed.

Converting Relationships

You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object.
You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value.

Self Relationships

You can create a relationship from an object to itself, but it must be a lookup relationship, and a single record can't be linked to itself. However, a record can indirectly relate to itself.
You can't create a many-to-many self relationship, that is, the two master-detail relationships on the junction object can't have the same master object.

Icons for Custom Related Lists

The icon you select for the associated custom tab also **displays in any custom related list **you create based on a relationship.
Custom related lists do not include an icon if they are based on a relationship with a custom object that does not have a custom tab.

Master-Detail Relationships

To create multilevel master-detail relationships, you need the “Customize Application” user permission.
By default, records can’t be reparented in master-detail relationships. Administrators can, however, allow child records in master-detail relationships on custom objects to be reparented to different parent records by selecting the Allow reparenting option in the master-detail relationship definition.
You can have up to three custom detail levels.
An object can appear once in multilevel master-detail relationships.
Multilevel master-detail relationships do not support division transfers.
Custom junction objects can't have detail objects.
You can’t delete a custom object if it is on the master side of a master-detail relationship. If you delete a custom object that is on the detail side of a master-detail relationship, the relationship is converted to a lookup relationship.
As a best practice, don't exceed 10,000 child records for a master-detail relationship.

Many-to-Many Relationships

Junction object records are deleted when either associated master record is deleted and placed in the Recycle Bin. If both associated master records are deleted, the junction object record is deleted permanently and can't be restored.</dd>

Sharing access to a junction object record is determined by a user's sharing access to both associated master records and the Sharing Setting option on the relationship field. See Custom Object Security. For example, if the sharing setting on both parents is Read/Write, then the user must have Read/Write access to both parents in order to have Read/Write access to the junction object. If, on the other hand, the sharing set

Roll-up summary fields that summarize data from the junction object can be created on both master objects.

Formula fields and validation rules on the junction object can reference fields on both master objects.

You can define Apex triggers on both master objects and the junction object.

You can't create a many-to-many self relationship, that is, the two master-detail relationships on the junction object can't have the same master object.</dd>

Lookup Relationships

If the lookup field is optional, you can specify one of three behaviors to occur if the lookup record is deleted:

In a chain of lookup relationships, these behaviors work independently on each target field at each level.

In a multilevel lookup relationship, these options might conflict. For example, in the scenario where field A is the target lookup of field B, which in turn is the target lookup of field C, you might specify that A can delete B, but B cannot be deleted because it’s in a relationship with C. If you try to delete A, you’ll get an error saying that B can’t be deleted because it’s linked to C.

If the parent record in a lookup relationship is deleted, the field history tracking for the child record does not record the deletion.

Relationships on External Objects

Lookup, external lookup, and indirect lookup relationships have some special behaviors and limitations.

Impact of Relationship on Reports

Describe the impact of schema design and modifications on Apex Development.

Describe how to visualize and create entity relationships.

Schema Builder is a tool that lets you visualize and edit your data model.
You can manage the permissions for your custom fields directly in Schema Builder. Just right-click the field name and click Manage Field Permissions.
You can also create objects using Schema Builder (Elements -> Object/Field Type->Canvas->Enter Info ->Save).

Describe the options for and considerations when importing and exporting data into development environments.

LOGIC AND PROCESS AUTOMATION （46%）

Describe how to programmatically access and utilize the object schema.

  1. Access sObject and field describe information

    a. token (lightweight, serializable, validated at compile time, describes SObject or field), Schema.describeSObjects() - describe one or more SObject, Schema.DescribeSObjectResult - not serializable, and are validated at runtime, describes SObject or field.

    b. Use the Schema getGlobalDescribe method to return a map that represents the relationship between all sObject names (keys) to sObject tokens (values).
    For example:
    Map<String, Schema.SObjectField> fieldMap = Schema.SObjectType.Account.fields.getMap();

  2. Access Salesforce app information

    Each app corresponds to a collection of tabs. Describe information for an app includes the app’s label, namespace, and tabs. Describe information for a tab includes the sObject associated with the tab, tab icons and colors.

    List<Schema.DescribeTabSetResult> tabSetDesc = Schema.describeTabs();

  3. Write dynamic SOQL queries, dynamic SOSL queries and dynamic DML

  4. Understanding Apex Describe Information

  5. Using Field Tokens
    To access the token for a field, use one of the following methods:
    a. Access the static member variable name of an sObject static type, for example, Account.Name.
    b. Call the getSObjectField method on a field describe result.

  6. Understanding Describe Information Permissions
    a. With native code (i.e. classes and triggers that are not included in a package), you can generate a map of all the sObjects for your organization, regardless of the current user's permission.
    b. If you execute describe calls in an anonymous block, user permissions are taken into account. As a result, not all sObjects and fields can be looked up if access is restricted for the running user.
    c. Dynamic Apex, contained in managed packages created by Salesforce ISV partners that are installed from AppExchange, have restricted access to any sObject outside the managed package. Partners can set the API Access value within the package to grant access to standard sObjects not included as part of the managed package. While Partners can request access to standard objects, custom objects are not included as part of the managed package and can never be referenced or accessed by dynamic Apex that is packaged.

  7. Describing sObjects Using Schema Method
    // sObject types to describe String[] types = new String[]{'Account','Merchandise__c'};
    // Make the describe call Schema.DescribeSobjectResult[] results = Schema.describeSObjects(types);
    System.debug('Got describe information for ' + results.size() + ' sObjects.');
    // For each returned result, get some info
    for(Schema.DescribeSobjectResult res : results) { System.debug('sObject Label: ' + res.getLabel()); System.debug('Number of fields: ' + res.fields.getMap().size()); System.debug(res.isCustom() ? 'This is a custom object.' : 'This is a standard object.'); // Get child relationships Schema.ChildRelationship[] rels = res.getChildRelationships(); if (rels.size() > 0) { System.debug(res.getName() + ' has ' + rels.size() + ' child relationships.'); } }

  8. Describing Tabs Using Schema Methods

  9. Accessing All sObjects
    Use the Schema getGlobalDescribe method to return a map that represents the relationship between all sObject names (keys) to sObject tokens (values).
    For example:
    Map<String, Schema.SObjectType> gd = Schema.getGlobalDescribe();
    Note:
    a. It is dynamic, that is, it is generated at runtime on the sObjects currently available for the organization, based on permissions.
    b. The sObject names are case insensitive.
    c. The keys are prefixed with the namespace, if any.*
    d. The keys reflect whether the sObject is a custom object.

  10. Accessing All Data Categories Associated with an sObject
    Use the describeDataCategoryGroups and describeDataCategoryGroupStructures methods to return the categories associated with a specific object:
    a. Return all the category groups associated with the objects of your choice using describeDataCategoryGroups(sObjectNames).
    b. From the returned map, get the category group name and sObject name you want to further interrogate using Describe​DataCategoryGroupResult Class
    c. Specify the category group and associated object, then retrieve the categories available to this object using describeDataCategoryGroupStructures.

  11. Dynamic SOQL
    a. Return a single sObject when the query returns a single record:
    sObject s = Database.query(string_limit_1);
    b.Return a list of sObjects when the query returns more than a single record:
    List<sObject> sobjList = Database.query(string);
    c. Unlike inline SOQL, dynamic SOQL can’t use bind variable fields in the query string (e.g. :myVariable.field1__c). Instead you can resolve the variable field into a string and use the string in your dynamic SOQL query.
    d. To prevent SOQL injection, use the escapeSingleQuotes method. This method adds the escape character () to all single quotation marks in a string that is passed in from a user. The method ensures that all single quotation marks are treated as enclosing strings, instead of database commands.

  12. Dynamic SOSL
    a. create a dynamic SOSL query at run time, use the search:
    List<List<sObject>> myQuery = search.query(SOSL_search_string);
    b. The following example exercises a simple SOSL query string.
    String searchquery='FIND\'Edge*\'IN ALL FIELDS RETURNING Account(id,name),Contact, Lead'; List<List<SObject>>searchList=search.query(searchquery);
    c. To provide more context for records in search results, use the SOSL WITH SNIPPET clause.
    Search.SearchResults searchResults = Search.find('FIND \'test\' IN ALL FIELDS RETURNING KnowledgeArticleVersion(id, title WHERE PublishStatus = \'Online\' AND Language = \'en_US\') WITH SNIPPET (target_length=120)');
    List<Search.SearchResult> articleList = searchResults.get('KnowledgeArticleVersion');
    for (Search.SearchResult searchResult : articleList) { KnowledgeArticleVersion article = (KnowledgeArticleVersion) searchResult.getSObject(); System.debug(article.Title); System.debug(searchResult.getSnippet()); }
    Search snippets and highlights are generated from the following field types: Email, Text, Text Area, Text Area (Long), Text Area (Rich).
    d. To prevent SOSL injection, use the escapeSingleQuotes method. This method adds the escape character () to all single quotation marks in a string that is passed in from a user. The method ensures that all single quotation marks are treated as enclosing strings, instead of database commands.

  13. Dynamic DML
    a. To create a new sObject of a given type, use the newSObject method on an sObject token. Note that the token must be cast into a concrete sObject type (such as Account).

  14. Enforcing Object and Field Permissions
    By default, the current user's permissions, field-level security, and sharing rules aren’t taken into account during Apex code execution except code executed in executeAnonymous call and Chatter in Apex.
    You can enforce these permissions in your code by explicitly calling the sObject describe result methods (Schema.DescribeSObjectResult) and the field describe result methods (Schema.DescribeFieldResult) that check the current user's access permission levels. In this way, you can verify if the current user has the necessary permissions, and only if he or she has sufficient permissions, you can then perform a specific DML operation or a query.
    If sharing rules are defined in Salesforce, you can enforce them at the class level by declaring the class with the with sharing keyword.
    Use the with sharing or without sharing keywords on a class to specify whether or not to enforce sharing rules.
    The with sharing keyword allows you to specify that the sharing rules for the current user be taken into account for a class.

  15. Enforcing CRUD and FLS
    When rendering VisualForce pages, the platform will automatically enforce CRUD and FLS when the developer references SObjects and SObject fields directly in the VisualForce page.
    VisualForce will also remove fields for which users do not have FLS visibility when rendering edit pages. Additionally, all apex:inputField tags will be rendered as read-only elements for fields that are set to read-only through FLS. Input tags such as apex:inputText and apex:inputTextArea will also automatically enforce FLS restrictions.
    The field describe calls available in Apex are also available in VisualForce through the $ObjectType element. While enforcement in Apex controllers is preferred for scalability and general robustness reasons, there are situations where manual enforcement in VisualForce is useful.
    Since Apex web services do not have a VisualForce binding layer, all CRUD and FLS enforcement must be done within the Apex code.

Describe the capabilities and use cases for formula fields.

  1. Remember cross object formula always works from child to parent meaning you can create formula on child and reference fields from it's parent!
  2. And if a parent has to refer to children then it might be a roll-up summary field if there is a master-detail relation or otherwise a trigger for more complex logic.
  3. Workflow rules can update fields on the record itself or it's related parents for an update. Never children. Process Builder can update children!
  4. Formula Field Data Types: Checkbox, Currency (18 digits with a currency sign), Date (not for custom summary formula in reports),Date/Time(not for custom summary formula in reports), Number, Percentage, Text(not for custom summary formula in reports)
  5. Cross-object formulas that reference currency fields convert the value to the currency of the record that contains the formula. If the referenced currency field is from a custom setting, the field value isn’t converted to the record’s currency.
  6. Salesforce allows a maximum of 10 unique relationships per object in cross-object formulas. The limit is cumulative across all formula fields, rules, and lookup filters. For example, if two different formulas on opportunities reference two different fields of an associated account, only one unique relationship exists (from opportunities to accounts).
  7. You can’t reference cross-object formulas in roll-up summary fields.
  8. In cross-object formulas, you can’t reference 9. merge fields for objects related to activities. For example, merge fields for contacts and accounts aren’t available in task and event formulas.
  9. Some objects support different object types for the Owner field, such as a User, Queue, or Calendar. On objects that support this behavior, when creating a cross-object formula using Owner, you must be explicit about the owner type you’re referencing.
  10. The value of the Profile.Name merge field differs depending on the context of the cross-object formula field that references it. On detail pages, the value is the profile name, as expected. In list views and reports, the value is the internal value of the associated profile instead. If you use Profile.Name in a formula, use it within an OR function to ensure that the formula always returns the intended result. For example:
    IF (OR (LastModifiedBy.Profile.Name = "Standard User", LastModifiedBy.Profile.Name = "PT2"), "Standard", "Not Standard")

Describe the capabilities and use cases for roll-up summary fields.

  1. Create roll-up summary fields on:
    • Any custom object that is on the master side of a master-detail relationship
    • Any standard object that is on the master side of a master-detail relationship with a custom object
    • Opportunities using the values of opportunity products related to the opportunity
    • Accounts using the values of related opportunities
    • Campaigns using campaign member status or the values of campaign member custom fields
  2. The types of fields you can calculate in a roll-up summary field depend on the type of calculation.
    • Number, currency, and percent fields are available when you select SUM as the roll-up type.
    • Number, currency, percent, date, and date/time fields are available when you select MIN or MAX as the roll-up type.
  3. Administration
    • Make sure that the filter for your roll-up summary doesn't encounter a formula field that results in “#Error!”. 否则，出错的记录不会被roll-up到master record
    • When you delete a child record on a roll-up Summary field, Salesforce doesn’t recalculate the value of the field. Select the Force a mass recalculation on this field option on the **edit page **of the roll-up summary field to manually recalculate the value.
    • You can’t use long text area, multi-select picklist, Description fields, system fields like Last Activity, cross-object formula fields, and lookup fields in the field column of roll-up summary filters.
    • Auto number fields are not available as the field to aggregate in a roll-up summary field.
    • After you have created a roll-up summary field on an object, you cannot convert the object's master-detail relationship into a lookup relationship.
    • Roll-up summary fields are not available for mapping lead fields of converted leads
  4. Management
    • If a roll-up summary field doesn’t contain cross-object field references or functions that derive values on the fly, such as NOW or TODAY, it can calculate the values of formula fields.
    • Changes to the value of a roll-up summary field can trigger assignment rules to run. If a roll-up summary field is part of the criteria in an assignment rule, the field’s new value is used to evaluate whether to reassign the record.
    • A roll-up summary field can trigger workflow rules and field validations. However, workflow rules and field validations do not fire when the following changes cause a mass recalculation of roll-up summary values:
      • Changing the roll-up summary definition (such as the object, function, or field being aggregated)
      • Changing the expression of a formula field referenced in a roll-up summary field
      • Replacing picklist values for picklist fields referenced in the roll-up summary filter
      • Changing picklist record type definitions
      • Changing currency conversion rates
      • Changing price book entries
    • Because roll-up summary fields are not displayed on edit pages, you can use them in validation rules but not as the error location for your validation.

Describe the capabilities of the declarative process automation features.

  1. Use Case
Use Case Lightning Flow Functionality
Create a guided tutorial or wizard with screens. Cloud Flow Designer includes several out-of-the-box screen fields, like text boxes, radio buttons, and a file-upload component. If you need more than what’s offered, add custom Lightning components to your screens.
Set up automated tasks and processes. Declaratively configure logic and actions for your business process with either Process Builder or Cloud Flow Designer. If needed, you can build custom Apex code to fill any functional gaps.
Connect to external systems. Communicate changes between your Salesforce org and your external systems with platform events. Process Builder and Cloud Flow Designer let you respond to and send platform event messages. In addition, Cloud Flow Designer can retrieve data from third-party systems with External Services.
Add automation to your pages and apps. Make sure your behind-the-scenes processes start when the right thing happens, whether that’s when records change or when users click a particular button. Once you build guided visual experiences, add them to Lightning pages, Community pages, the utility bar in your Lightning apps, and more.
Reuse what you build. In Cloud Flow Designer, any flow can be used as a subflow. In Process Builder, create an invocable process to reuse that process’s logic or actions in other business processes.
  1. Sample scenarios
Scenarios Tools What you build
Guide a community member through requesting a new credit card with a step-by-step wizard. Cloud Flow Designer Flow
A sales rep clicks a button on an opportunity, which launches a discount calculator. Cloud Flow Designer Flow
When an account is updated, update all the contacts related to that account. Process Builder Process
When an opportunity stage is updated, update a custom checkbox field. Process Builder Process
Create a task when a platform event occurs. Process Builder Process
Update a lead record in Salesforce after a certain amount of time passes, or when a specified time is reached. Process Builder Process
When an opportunity closes, automatically create a renewal opportunity. Process Builder and Cloud Flow Designer Process and flow
Route an employee’s time-off request to a manager for approval. Approvals Approval process

Describe when to use declarative automation features vs. Apex classes and triggers.

Describe how to declare variables and constants in Apex and how to assign values using expressions.

Describe the primitive and complex Apex data types and when to use them.

Describe how to use and apply Apex control flow statements.

Describe how to write and when to use Apex classes and interfaces.

Apex Class

In Apex, you can define top-level classes (also called outer classes) as well as inner classes, that is, a class defined within another class. You can only have inner classes one level deep.

To define a class, specify the following:
1. Access modifiers: You must use one of the access modifiers (such as public or global) in the declaration of a top-level class. You do not have to use an access modifier in the declaration of an inner class.
2. Optional definition modifiers (such as virtual, abstract, and so on)
3. Required: The keyword class followed by the name of the class
4. Optional extensions and/or implementations

Syntax:

private | public | global
[virtual | abstract | with sharing | without sharing]
class*** ClassName*** [implements InterfaceNameList] [extends ClassName]
{
// The body of the class
}

Notes:

Apex Interface

Describe how to use basic SOSL, SOQL, and DML statements when working with objects in Apex.

SOSL Queries

Salesforce Object Search Language (SOSL) is a Salesforce search language that is used to perform text searches in records. Use SOSL to search fields across multiple standard and custom object records in Salesforce.
When SOSL is embedded in Apex, it is referred to as inline SOSL.
SOQL and SOSL are two separate languages with different syntax. Each language has a distinct use case:

SOQL Queries

To include SOQL queries within your Apex code, wrap the SOQL statement within square brackets and assign the return value to an array of sObjects.
Notes:

DML Statements vs. Database Class Methods

One difference between the two options is that by using the Database class method, you can specify whether or not to allow for partial record processing if errors are encountered. You can do so by passing an additional second Boolean parameter. If you specify false (NOT DEFAULT VALUE) for this parameter and if a record fails, the remainder of DML operations can still succeed.

The following helps you decide when you want to use DML statements or Database class methods.

The convertLead operation is only available as a Database class method, not as a DML statement.
The Database class also provides methods not available as DML statements, such as methods transaction control and rollback, emptying the Recycle Bin, and methods related to SOQL queries.

Describe the basic patterns used in triggers and classes to process data efficiently.

Best Practices for Designing Bulk Programs

The following are the best practices for this design pattern:

Trigger Frameworks and Apex Trigger Best Practices

Describe when to use and how to write triggers.

Describe the implications of governor limits on Apex transactions.

Remember in a single transaction you can retrieve 50,000 records via SOQL, update 10,000 records, execute 100 SOQL calls and 150 DML statements max that will cover majority around limits. The question will be scenario based and from code sample you will have to figure out whether whole transaction gets committed or partial or nothing. Count through number of times any DML or SOQL being executed and number of records being executed correctly.

Describe the relationship between Apex transactions, the save order of execution, and the potential for recursion and/or cascading.

Apex Transaction

An Apex transaction represents a set of operations that are executed as a single unit. Transactions are useful when several operations are related, and either all or none of the operations should be committed.

Triggers and Order of Execution

When you save a record with an insert, update, or upsert statement, Salesforce (Server side) performs the following events in order:

  1. Loads the original record from the database or initializes the record for an upsert statement.

  2. Loads the new record field values from the request and overwrites the old values.

    • If the request came from a standard UI edit page, Salesforce runs system validation to check the record for:

      • Compliance with layout-specific rules
      • Required values at the layout level and field-definition level
      • Valid field formats
      • Maximum field length

    • When the request comes from other sources, such as an Apex application or a SOAP API call, Salesforce validates only the foreign keys. Prior to executing a trigger, Salesforce verifies that any custom foreign keys do not refer to the object itself.

    • Salesforce runs user-defined validation rules if multiline items were created, such as quote line items and opportunity line items.

  3. Executes all before triggers.

  4. Runs most system validation steps again, such as verifying that all required fields have a non-null value, and runs any 8user-defined validation rules*. The only system validation that Salesforce doesn't run a second time (when the request comes from a standard UI edit page) is the enforcement of layout-specific rules.

  5. Executes duplicate rules. If the duplicate rule identifies the record as a duplicate and uses the block action, the record is not saved and no further steps, such as after triggers and workflow rules, are taken.

  6. Saves the record to the database, but doesn't commit yet.

  7. Executes all after triggers.

  8. Executes assignment rules.

  9. Executes auto-response rules.

  10. Executes workflow rules.

  11. If there are workflow field updates, updates the record again.

  12. If the record was updated with workflow field updates, fires before update triggers and after update triggers one more time (and only one more time), in addition to standard validations. Custom validation rules, duplicate rules, and escalation rules are not run again.

  13. Executes processes.
    If there are workflow flow triggers, executes the flows.
    The pilot program for flow trigger workflow actions is closed. If you've already enabled the pilot in your org, you can continue to create and edit flow trigger workflow actions. If you didn't enable the pilot in your org, use the Flows action in Process Builder instead.

  14. Executes escalation rules.

  15. Executes entitlement rules.

  16. If the record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the parent record. Parent record goes through save procedure.

  17. If the parent record is updated, and a grandparent record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the grandparent record. Grandparent record goes through save procedure.

  18. Executes Criteria Based Sharing evaluation.

  19. Commits all DML operations to the database.

  20. Executes post-commit logic, such as sending email

Describe how to implement exception handling in Apex.

Exception Description
AsyncException Any problem with an asynchronous operation, such as failing to enqueue an asynchronous call.
CalloutException Any problem with a Web service operation, such as failing to make a callout to an external system.
DmlException Any problem with a DML statement, such as an insert statement missing a required field on a record.
EmailException Any problem with email, such as failure to deliver. For more information, see Outbound Email.
ExternalObjectException Any problem with external object records, such as connection timeouts during attempts to access the data that’s stored on external systems.
InvalidParameterValueException An invalid parameter was supplied for a method or any problem with a URL used with Visualforce pages. For more information on Visualforce, see the Visualforce Developer's Guide.
LimitException A governor limit has been exceeded. This exception can’t be caught.
JSONException Any problem with JSON serialization and deserialization operations. For more information, see the methods of System.JSON, System.JSONParser, and System.JSONGenerator.
ListException Any problem with a list, such as attempting to access an index that is out of bounds.
MathException> Any problem with a mathematical operation, such as dividing by zero.
NoAccessException Any problem with unauthorized access, such as trying to access an sObject that the current user does not have access to. This is generally used with Visualforce pages. For more information on Visualforce, see the Visualforce Developer's Guide.
<NoDataFoundException Any problem with data that does not exist, such as trying to access an sObject that has been deleted. This is generally used with Visualforce pages. For more information on Visualforce, see the Visualforce Developer's Guide.
NoSuchElementException This exception is thrown if you try to access items that are outside the bounds of a list. This exception is used by the Iterator next method. For example, if iterator.hasNext() == false and you call iterator.next(), this exception is thrown. This exception is also used by the Apex Flex Queue methods and is thrown if you attempt to access a job at an invalid position in the flex queue.
NullPointerException Any problem with dereferencing null, such as in the following code:
String s;
s.toLowerCase(); ``// Since s is null, this call causes
// a NullPointerException
QueryException Any problem with SOQL queries, such as assigning a query that returns no records or more than one record to a singleton sObject variable.
RequiredFeatureMissing A Chatter feature is required for code that has been deployed to an organization that does not have Chatter enabled.
SearchException Any problem with SOSL queries executed with SOAP API search() call, for example, when the searchString parameter contains less than two characters. For more information, see the SOAP API Developer Guide.
SecurityException Any problem with static methods in the Crypto utility class. For more information, see Crypto Class.
SerializationException Any problem with the serialization of data. This is generally used with Visualforce pages. For more information on Visualforce, see the Visualforce Developer's Guide.
SObjectException Any problem with sObject records, such as attempting to change a field in an update statement that can only be changed during insert.
StringException Any problem with Strings, such as a String that is exceeding your heap size.
TypeException Any problem with type conversions, such as attempting to convert the String 'a' to an Integer using the valueOf method.
VisualforceException Any problem with a Visualforce page. For more information on Visualforce, see the Visualforce Developer's Guide.
XmlException Any problem with the XmlStream classes, such as failing to read or write XML.

Describe how to write Visualforce controllers.

Standard List Controller

The standard list controller allows you to create Visualforce pages that can display or act on a set of records.

<apex:page standardController="Account" recordSetvar="accounts">
  <apex:pageBlock title="Viewing Accounts">
  <apex:form id="theForm">
    <apex:panelGrid columns="2">
      <apex:outputLabel value="View:"/>
      <apex:selectList value="{!filterId}" size="1">
        <apex:actionSupport event="onchange" rerender="list"/>
        <apex:selectOptions value="{!listviewoptions}"/>
      </apex:selectList>
    </apex:panelGrid>
    <apex:pageBlockSection >
      <apex:dataList var="a" value="{!accounts}" id="list">
        {!a.name}
      </apex:dataList>
    </apex:pageBlockSection>
  </apex:form> 
  </apex:pageBlock>
</apex:page>

Describe when and how to use standard Visualforce controllers vs. Apex custom controllers and controller extensions.

Standard Controller

Custom Controller

Controller Externsion

A controller extension is any Apex class containing a constructor that takes a single argument of type ApexPages.StandardController or CustomControllerName, where CustomControllerName is the name of a custom controller you want to extend.
The extension is associated with the page using the extensions attribute of the <apex:page> component.
Multiple controller extensions can be defined for a single page through a comma-separated list. This allows for overrides of methods with the same name. Overrides are defined by whichever methods are defined in the “leftmost” extension, or, the extension that is first in the comma-separated list.

Describe the programmatic techniques to prevent security vulnerabilities in Apex and Visualforce.

Enforcing Sharing Rule

Enforcing Object and Field Permissions

Although Apex doesn't enforce object-level and field-level permissions by default, you can enforce these permissions in your code by explicitly calling the sObject describe result methods (of Schema.DescribeSObjectResult) and the **field describe **result methods (of Schema.DescribeFieldResult) that check the current user's access permission levels. In this way, you can verify if the current user has the necessary permissions, and only if he or she has sufficient permissions, you can then perform a specific DML operation or a query.

Class Security

You can specify which users can execute methods in a particular top-level class based on their user profile or permission sets. You can only set security on Apex classes, not on triggers.

Sharing

Describe how Apex impacts the ability to make declarative changes.

USER INTERFACE （10%）

Describe how to display Salesforce data using a Visualforce page.

Describe the types of web content that can be incorporated into Visualforce pages.

Maps, Charts, flows, PDF renderer and custom content type.

Describe how to incorporate Visualforce pages into Lightning Platform applications.

Describe the benefits of the Lightning Component framework.

Describe the resources that can be contained in a Lightning Component.

Component bundle

TESTING （12%）

TestVisible Annotation

Use the TestVisible annotation to allow test methods to access private or protected members of another class outside the test class. These members include methods, member variables, and inner classes. This annotation enables a more permissive access level for running tests only. This annotation doesn’t change the visibility of members if accessed by non-test classes.

Describe the testing framework and requirements for deployment.

Unit Test Consideration

Describe how to write unit tests for triggers, controllers, and classes.

Text Apex Trigger

The test method contains the Test.startTest() and Test.stopTest() method pair, which delimits a block of code that gets a fresh set of governor limits. To isolate the data setup process’s limit usage, enclose the test call within the Test.startTest() and Test.stopTest() block. Also use this test block when testing asynchronous Apex.

Testing Custom Controllers and Controller Extensions

When writing unit tests for controller extension and custom controller classes, you can set query parameters that can then be used in the tests.

Using Limits, startTest, and stopTest

The startTest method marks the point in your test code when your test actually begins. Each test method is allowed to call this method only once. All of the code before this method should be used to initialize variables, populate data structures, and so on, allowing you to set up everything you need to run your test. Any code that executes after the call to startTest and before stopTest is assigned a new set of governor limits.
The stopTest method marks the point in your test code when your test ends. Use this method in conjunction with the startTest method. Each test method is allowed to call this method only once. Any code that executes after the stopTest method is assigned the original limits that were in effect before startTest was called. All asynchronous calls made after the startTest method are collected by the system. When stopTest is executed, all asynchronous processes are run synchronously.

Describe when and how to use various sources of test data.

Isolation of Test Data from Organization Data in Unit Tests:

Loading Test Data

Using the Test.loadData method, you can populate data in your test methods without having to write many lines of code.
Follow these steps:

  1. Add the data in a .csv file.
  2. Create a static resource for this file.
  3. Call Test.loadData within your test method and passing it the sObject type token and the static resource name.
    Example:
List<sObject> ls = Test.loadData(Account.sObjectType, 'myResource');

You must create the static resource prior to calling this method. The static resource is a comma-delimited file ending with a .csv extension. The file contains field names and values for the test records. The first line of the file must contain the field names and subsequent lines are the field values.

Common test utility classes

Common test utility classes are public test classes that contain reusable code for test data creation.
Public test utility classes are defined with the isTest annotation, and as such, are excluded from the **organization code size limit
** and execute in test context. They can be called by test methods but not by non-test code.
The methods should be declared as public or global to be visible to other test classes.

Test Setup Methods

Use test setup methods (methods that are annotated with @testSetup) to create test records once and then access them in every test method in the test class.
By setting up records once for the class, you don’t need to re-create records for each test method. Also, because the rollback of records that are created during test setup happens at the end of the execution of the entire class, the number of records that are rolled back is reduced. As a result, system resources are used more efficiently compared to creating those records and having them rolled back for each test method.
If a test class contains a test setup method, the testing framework executes the test setup method first, before any test method in the class. Records that are created in a test setup method are available to all test methods in the test class and are rolled back at the end of test class execution. If a test method changes those records, such as record field updates or record deletions, those changes are rolled back after each test method finishes execution. The next executing test method gets access to the original unmodified state of those records.

Test Setup Consideration

Test setup methods are supported only with the default data isolation mode for a test class.If the test class or a test method has access to organization data by using the @isTest(SeeAllData=true) annotation, test setup methods aren’t supported in this class. Because data isolation for tests is available for API versions 24.0 and later, test setup methods are also available for those versions only.
You can have only one test setup method per test class.
If a fatal error occurs during the execution of a test setup method, such as an exception that’s caused by a DML operation or an assertion failure, the entire test class fails, and no further tests in the class are executed.
If a test setup method calls a non-test method of another class, no code coverage is calculated for the non-test method.

Describe how to execute one or multiple test classes.

All Apex tests that are started from the Salesforce user interface (including the Developer Console) run asynchronously and in parallel. Apex test classes are placed in the Apex job queue for execution. The maximum number of test classes that you can run per 24-hour period is the greater of 500 or 10 multiplied by the number of test classes in the org. For sandbox and Developer Edition organizations, this limit is higher and is the greater of 500 or 20 multiplied by the number of test classes in the org.
Notes：

Describe the differences between invoking Apex in execute anonymous vs. unit tests.

Unit test executes in system mode and any changes made to records are not visible out of its test execution context where with anonymous block any changes performed to data are visible after its execution is successful. Code written in anonymous block is not stored as metadata in salesforce org and user permissions are enforced during execution.

DEBUG AND DEPLOYMENT TOOLS （10%）

Describe how to monitor and access various types of debug logs.

Overview of Debug Logs

A debug log can record database operations, system processes, and errors that occur when executing a transaction or running unit tests. Debug logs can contain information about:

Debug Logs limits

Debug Log Components

  1. The header which contains the following information.
  1. Execution Units
  2. Code Units
  3. Log Lines:
  4. Debug log filtering provides a mechanism for fine-tuning the log verbosity at the trigger and class level.
    Debug Log Line Example
    Event name: USER_DEBUG; Line number of the event in the code: 2; Logging Level: DEBUG; Logging message: Helllo world.

Checkpoints Tab

Checkpoints tab snapshot

Each checkpoint in the list displays this information:

Column Description
Namespace The namespace of the package containing the checkpoint.
Class The Apex class containing the checkpoint.
Line The line number marked with the checkpoint.
Time The time the checkpoint was reached.

Describe the capabilities and security implications of the Developer Console, Workbench, and Force.com IDE.

Change Set Considerations

You can move metadata only between the production org and its sandboxes. You can’t move changes between two production orgs or Developer Editions.
You can add components with a change set, but you can’t delete them. You must use another method to delete components, typically manually.
Because change sets are cloud-based, they’re not ideal when used with a source control system.

Ant Migration Tool Considerations

Requires a more developer-oriented skill set, with experience of Ant and scripting tools
Requires storing the username and password on disk, which some security policies don’t permit

Other deployment tool

Tool Best For Limitations
Force.com IDE
Description:
Plug-in to Eclipse used for both development and deployment		 Project-based development
Deployment to any org
Synchronizing changes
Selecting only the components you need		 Some setup required
Not always upgraded at the same time as other Salesforce products
Repeatable deployments require re-selecting components, which can be time consuming and introduce errors
Force.com Workbench
Description:
Lightweight web-based tool that uses your local file system 		Ad hoc queries
Deploy or retrieve components with a package.xml file
Metadata describes
Lightweight data loads		 Not an officially supported product
No project management features
Force.com CLI
Description:
Command-line interface for Force.com APIs		 Scripted commands and automated tasks
When your security policies dictate that passwords must not be stored on disk; forces interactive login 		Logging in can be difficult behind a firewall

Describe the different processes for deploying metadata and business data.

Describe how the different environments are used in the development and deployment process.

Table 1. Sandbox Comparison

Developer Developer Pro Partial Copy Full
Refresh Interval 1 day 1 day 5 days 29 days
Copies Data No No Yes Yes
Size 200 MB 1 GB 5 GB Same as production
Templates and Sampling No & No No & No Yes & Yes Yes & No
Bundled Developer Sandboxes N/A 5 10 15

Table 2. Sandbox Uses

Sandbox Uses
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