오픈소스 비즈니스 컨설팅

Certified Advanced Developer (ADV DEV) 정보 입니다.

• 합격 기준 : 120분 동안 69문항(다중 선택)을 풀어 73점 이상 받음
• 비용

• 시험 비용 : $200 (2회 Release exams 비용 포함), 다시 시험볼 경우 2회까지는 $100
• Release exam 3회 (1년) : $100

• Exam Outline

• Development Lifecycle : 13%
• Force.com Code (Apex) : 33%
• Force.com Pages (Visualforce) : 38%
• Testing and Debugging : 16%

Exam DEV

Apps

• 종류

• Standard Apps

• Marketing, Sales, Call Center, Community, Platform, Salesforce Chatter

• Custom Apps

• App Logo : 개인적으로 Logo를 등록하여 사용할 수 있습니다.

Tabs

• 종류

• Custom Object Tab : Custom Object로 Tab을 구성
• Web Tab : URL로 Tab을 구성
• Visualforce Tab : Visualforce Page로 Tab을 구성

Custom Labels

• Fields : Name, Value, Short Description, Language, Category
• 5,000 Custom Labels * 1,000 Characters
• System.Label.Name -> Value
• {!$Lable.Name} -> Value

Objects

• Fields

• Id, Name (Text, Auto Number), Owner, Record Type
• Allow Reports, Allow Activities, Track Field History

• Standard Fields

• ID : 18 digit Case-insensitive, 15 digit Case-sensitive, ID의 첫3자는 Object를 구분함

• Custom Fields

• External ID : text, number, email, up to 3 fields
• Unique, Required, Default Value

• Field의 종류

• Auto Number, Formula, Roll-Up Summary
• Checkbox
• Picklist, Picklist(Multi-Select), Text (255자), Text (Encrypted, 255자), Text Area(255자)
• Text Area (Long, 32768자), Text Area (Rish, 32768자)
• Number, Percent, Currency
• Date, Date/Time
• Email, Phone, URL
• Relationship의 종류

• Lookup Relationship (One-to-Many Relationship) : Up to 25개
• Master-Detail Relationship (One-to-Many Relationship) : Up to 2개

• Standard Object는 Detail이 될 수 없음
• Detail은 반드시 Master가 있어야 등록이 가능하고, Master 삭제시 Detail도 같이 삭제됨
• Rollup-Summary : Sum, Max, Min, Count
• Many-to-Many Relationship : M1 <- Junction Object -> M2

• Hierarchical Relationship (One-to-Many Relationship)

• User Object에서만 사용 가능

• Field Accessibility (Record Type / Page Layout, Visible / Read-Only (Editable) / Required)

• <- Field-Level Security (Profile, Visible / Read-Only)

• Formula : Field update, Default Value

• Rules

• Validation Rules -> Assignment Rules -> Auto Response Rules -> Workflow Rules -> Escalation Rules
• $User, $UserRole, $Profile, $RecordType, $ObjectType, $Organization, $System

• Button and Links

• Standard Button and Links : Tab, List, View, Edit, Delete, New, Clone, Accept
• Custom Button and Links

• Search Layouts

• Search Results
• Lookup Dialogs, Lookup Phone Dialogs
• Tab
• List View
• Search Filter Fields

• Page Layout

• Page Builder : Detail Page, Mini Page, Console Page
• Visualforce Page -> Site

• 제약 사항

• Up to 500 custom fields per object
• Up to 300 controlling fields <- Picklist, Picklist(Multi-Select)
• Up to 5 level cross-object fields
• Up to 5 required filter <- Relationship
• Up to 20 field history tracking fields
• Recycle Bin : 45일간 보관

Workflow & Approvals

• Settings : Default Workflow User, Enable Email Approval Response
• Actions

• Eask
• Email Alerts
• Field Updates
• Outbound Message

• Workflow Rules (Object별)

• Evaluate rule

• When a record is created, or when is edited and not previously meet the rule criteria
• Only when a record is created
• Every time a record is created or edited

• Rule Criteria

• Criteria are met : Up to 25 filter criteria, Up to 255 character
• Formula evaluates to true

• Workflow Actions

• Immediate Workflow Actions

• Email Alert, Field Updates, Outbound Message

• Time-Dependent Workflow Actions (여러개를 가질 수 있음)

• Rule Trigger Date
• Days / Hours, Before / After

• Approval Process (Object별)

• Initial Submission Actions : Record Lock
• Approval Steps

• approve record, reject record, go to next step
• Approver : Manually, Earlier selected, Queue, Approver(s) - Up to 25 approvers (User, Queue, Related User)

• Approve or reject on the FIRST response
• Require UNANIMOUS approval from all selected approvers

• Approval Actions, Rejection Actions

• Final Approval Actions
• Final Rejection Actions
• Recall Actions

Email Template

• Folder, Available For User, Letterhead, Layout, Encoding
• HTML Version, Text Version
• 종류 : Text, HTML (with Letterhead), Custom (without Letterhead), Visualforce

Monitoring

• Outbound Messages
• Time-Based Workflow
• Email Logs

Report

• Standard Report Type

• Tabular report, Summary report (3 groups), Matrix report (2 * 2 groups)

• Custom Report Type : Related field up to 4 levels

• Schedule Report

• Analytical Snapshot

• Name, Unique Name, Running User
• Source Report (Tabular, Summary) -> Target Object
• Field Mappings
• Schedule Analytic Snapshot

• Email Analytic Snapshot, Scheduled Run (Daily, Weekly, Monthly)

• Report Folder : Public Folder Access (Read-Only, Raed/Write)
• Schedule Report : Running User, Email Report, Schedule Report

• Report : Printable View, Export Datail

• 2000 rows, Excel로는 모두 저장됨

Dashboard

• Data source

• Report : Summary, Matrix
• Visualforce Page

• Components

• Up to 20 components
• Visualforce Page
• Gauge
• Horizontal Bar Chart, Vertical Bar Chart, Line Chart
• Pie Chart, Donut Chart
• Funnel Chart

• Dashboard Folder : Public Folder Access (Read-Only, Raed/Write)
• Schedule Dashboard Refresh

• Running User, Email Dashboard, Scheduled Refresh

Profile

• Standard Profile

• Standard User, Read Only, System Administrator : Salesforce License
• Marketing User, Contract Manager, System Administrator : Salesforce License

• Custom Profile

• Profile

• Name, Description, User License
• Apps

• Assigned Apps : Visible, Default
• Objects and Tabs

• Tab Settings : Default On, Default Off, Tab Hidden
• Record Types : Assigned Record Types, Default Record Type

• Page Laout Assignment
• Picklist -> Picklist

• Object Permissin : Read, Create, Edit, Delete, View All, Modify All
• Field Permission : Read (Visible), Edit (Read-Only)

• App Permissions
• Apex Class Access
• Visualforce Page Access

• System

• System Permissions
• Desktop Client Access
• Login Hours
• Login IP Ranges

• Tab 추가 -> Recent item, Sidebar Search, Create new object drop down

• Security

• Profile

• Apps : Visible, Default
• Tabs : Default On, Default Off, Tab Hidden
• Object : Read, Create, Edit, Delete, View All, Modify All : Object-level Security
• Field : Read (Visible), Edit (Read-Only) : Field-level Security
• Record Type

• Page Layout
• Picklist -> Picklist (Field Dependencies)

• Record-level Security

• Full Access : View, Edit, Transfer Ownership, Delete, Share

• Record Owner (User, Queue), Role hierachy, Modify All Data

• Organization Wide Default (OWD)

• Private, Public Read Only, Public Read/Write

• Sharing Rules

• Based on record Owner -> Public Group, Roles, Roles and Subordinates
• Based on criteria -> Public Group, Roles, Roles and Subordinates
• Read Only, Read/Write

• Role-Hierarchy
• Manual Sharing

• Record 상단의 "Sharing" 버튼 <- Owner, Role Hierarchy, System Administration
• Public Group, Roles, Roles and Subordinates, Users
• Access Level : Full Access (-> Owner), Read, Read/Write
• Reason : Owner, Manual Sharing (Apex Sharing Reasons, Up to 10개 per Object)

• Apex Sharing Recalculation : Database.Batchable

• Permission Sets : User당 여러개 지정 가능

• System Permissions

• Reports : Create and Customize Reports, ...
• Dashboards : Schedule Dashboards, ...
• Templates : ...
• Objects : Edit Read Only Fields, Transfer Record, View Encrypted Date, Weekly Data Export
• Manage List Views
• Manage User
• Send Outbound Message
• Data : Manage Date Category, View Data Category
• Customize Application, Modify All Data, View All Data, View Setup and Configuration

• Setup Aduit Trail : 20 display, 6 Month csv

User

• Fields

• Role, Profile, User License
• Development Mode, Show View State in Development Mode
• Locale, Time Zone, Language, Email Encoding

• Permissin Set Assignment, Personal Group, Public Group Membership, Queue Membership, Managers in the Role Hierarchy
• User별 Login History : 10개, 6 Month csv
• Login History : 20,000개, 6 Month csv/GZIP

• Public Groups
• Queues

• Queue Name, Queue Email, Send Email to Members, Supported Objects
• Queue Members : Public Group, Roles, Roles and Subordinates, Users
• 사용처 : Record Owner, Assign Task, Assign Approver

Company Information

• User License : Salesforce, Salesforce Platform, Chatter Free (5000), Chatter External (500)
• Feature License

• Marketing User, Service Cloud User, Offline User, Salesforce CRM Content User

• System Log
• Debug Logs

• Up to 20 Users
• Level : None, ERROR, WARN, INFO, DEBUG, FINE, FINER, FINEST
• Category : Database, Workflow, Validation Callouts, Apex Code, Apex Profiling, Visualforce, System

Data Management

• Import : Up to 50,000 records

• Import Wizard : Accounts/Contacts, Leads, Solutions, Custom Objects
• ID, External-ID

• Data Loader

• Command-Line : 일정 시간에 자동 실행으로 활용 가능
• CSV (Comma Separated Values)
• Extract, Insert, Upsert, Update, Delete

• 각 필드의 고유한 ID를 확인 합니다.

• "설정 -> App설정 -> 작성 -> 개체 -> [개체 선택] -> [필드 선택]"을 하면 아래와 같은 URL이 표시 됩니다.
• 이때 00NA0000008Gc9u 이 이 필드의 고유한 ID 입니다.

• https://na7.salesforce.com/00NA0000008Gc9u?setupid=CustomObjects

• URL에서 각 Input 필드별로 다음 값을 전달하면 데이터가 입력되어 있는 화면이 표시 됩니다.
  

• 일반 필드

• 필드_아이디=값

• 검색 관계 필드 또는 마스터-세부 사항 관계 필드

• 필드_아이디=화면에_표시될_이름
• 필드_아이디_lkid=값(검색 관계에 있는 개체의 아이디)

• 예) /a0B/e?CF00NA0000005JzZX={!ObjectMaster__c.Name}&CF00NA0000005JzZX_lkid={!ObjectMaster__c.Id}

1. Visualforce Page에서 Rerender 사용 (권장)
2. RemoteAction을 사용 (추천)
3. AJAX에서 Visualforce Page를 호출 (비 추천)