Quick Start: Build a Salesforce App

Create the Trailblazer App

• When you build an app on Salesforce, a bunch of functionality is built-in:
  • Database to organize information
  • Security for protecting data and defining access across your organization
  • Business logic to carry out particular tasks under certain conditions
  • User interface to expose data and functionality
  • Highly customizable mobile app
  • Native social environment that allows you to interact with people or data
  • Analytics and dashboards for viewing your data in meaningful ways
  • Multiple APIs to integrate with external systems
  • Ability to install or create third-party apps
    
    
• When you create an app, you automatically create a data object. In Salesforce, its called a custom object
  • Custom objects are like:
    • A sheet in a spreadsheet
    • A table in a database

Try Out the App

• Activities are tasks and events associated with this record
  • Tasks are to-do items.
  • Events are meetings.
  • Other features are available for logging notes about phone calls.

Add a Quick Action

• When you create an app with Salesforce, you automatically create a mobile version of the app.
• Quick Actions are things you want to do immediately from your mobile device. These actions live in the Publisher
  
  
• Create Quick Actions:
  • Setup > Quick Find > “Global Actions” > New Action
    • Example Action Types: Create a Record
• Add a newly-created Action to the Salesforce Mobile app
  • Setup > Quick Find > “Publisher Layouts” > Publisher Layouts
    • Add a newly-created action to the publisher layout and save