Lab Exercise 1 - Defining an App
- 1. Lab Exercise 1- Defining an Application Ref:Salesforce Documentation Defining an App To create an app: 1. Open a browser and go to www.salesforce.com. 2. Click Customer Login. 3. Enter your username and password. 4. Click Setup ➤ Create ➤ Apps. 5. If you see an introductory splash page, simply click Continue. 6. Click New. The New Custom App wizard appears. 7. In the App Label field, enter Recruiting. The app label is the name that will represent our new app in the Force.com app menu that appears at the top right of all pages. Users can use this menu to switch back and forth between apps. Notice that a vertical red bar appears just to the left of this Label field. This red bar indicates that you must provide a value for this field in order to save your work. If you don't enter a value here and try to proceed, an error message is displayed, as shown in the following screenshot. Click your mouse inside the App Name field. The app name is what the developers use to identify an app when writing code for the Force.com platform.We won't be doing anything in this book that uses the app name, but the field is required, so it needs a value. Fortunately, when you enter a value in the App Label field, the same value should automatically appear in the App Name field. If it doesn't, enter Recruiting in the App Name field now. 9. In the Description field, enter Manage positions, candidates, and job applications, and track job postings on employment websites. 10. Click Next. The next screen in the New Custom App wizard allows you to specify the image file that should be used for this app's logo.Whenever the app is selected in the Force.com app menu, this is the logo that appears in the upper-left corner of all pages. Since we're just creating a
- 2. Lab Exercise 1- Defining an Application Ref:Salesforce Documentation simple app, let's accept the default logo that's already provided.We can always change it later. 11. Click Next. As we said before, an app is a container for an ordered collection of tabs, and this step of the New Custom App wizard allows us to specify which tabs we want to include in our new app. The Available Tabs list shows us the standard and custom tabs that are available for us to choose, and the Selected Tabs list shows us which tabs are already included, listed in the order that they should be displayed.You'll notice that one tab, the Home tab, is already included in our app by default. This is because the Home tab is required in every app, and must always be in the first position; however, you can use the Default Landing Tab drop-down menu to select which tab is first displayed when the app opens. 32 Chapter 4: Building a Simple App Again, since we're just creating a simple app, let's accept the defaults and move on.We'll add more tabs later. 12. Click Next. 13. Select the Visible checkbox next to the Standard User and System Administrator profiles. 14. Click Save.