Monday, 2 February 2015

Key Concepts 401

The Salesforce Certified Force.com Developer Exam (DEV 401) is a pretty comprehensive test that covers most of the point-and-click development a developer would need to do in practice, but there are a few concepts that tend to come up more frequently and, hence, are worth studying in depth.

Before you walk into your DEV 401 exam, you should have a solid understanding of the following:
What are the different types of object relationships and what are the considerations when choosing which to use?
What is the difference between profiles, roles, and public groups?
How do organization-wide defaults (OWD) control data security and what is the appropriate OWD for particular scenarios?
When should you use the Data Loader and when is the Import Wizard more appropriate?

There are a lot more topics on the DEV 401 exam, but it would be hard to pass the exam without knowing the above. So, let’s dive in to those topics.

What are the different types of object relationships and what are the considerations when choosing which to use?

There are 4 types of object relationships:
Master-detail
Many-to-many
Lookup
Hierarchical

When determining which to use, you need to consider data access requirements and how they handle data deletion.

What is the difference between profiles, roles, and public groups?

A profile is assigned to each user and this determines what that user can do and the data they can access. A role is a user’s position in the organization’s hierarchy and can impact their data access depending on your OWD. Public groups are groups of users created for specific business requirements to allow them additional data access or sharing.

How do organization-wide defaults (OWD) control data security and what is the appropriate OWD for particular scenarios?

Organization wide defaults are the default level of data access for users in the organization. It is a record-level security setting. In the absence of being specifically granted additional data access, a user will have the level of access specified in OWD. OWD can be set to private, public read only, or public read/write. Some objects have additional options such as public read/write/transfer, use, and controlled by parent.

When should you use the Data Loader and when is the Import Wizard more appropriate?

The Import Wizard can be used when you are importing less than 50,000 records and would like Salesforce to prevent duplicates. Only accounts, contacts, leads, solutions, and custom objects can be imported with the Import Wizard so you would need to use the Data Loader to import something like Opportunities.

The Data Loader should be used when you are importing between 50,000 and 5 million records. It should also be used when you’re importing an object like opportunities that cannot be handled by the Import Wizard. It’s also worth noting the Data Loader is only available on Enterprise, Unlimited, Developer, and Database.com editions.

In practice, you can always use the Data Loader if its your preference, but its downside is that it won’t prevent duplicates like the Import Wizard will.


Good luck!

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