Lightning Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Introducing Relationships
Introducing Relationship Custom Fields
Adding Candidates to the Mix
Bringing Candidates and Positions Together with Job Applications
Introducing Search Layouts
Managing Review Assessments
Try It Out: Create the Review Object
Try It Out: Add Fields to the Review Object
Introducing Roll-Up Summary Fields
Try It Out: Create Roll-Up Summary Fields
Try It Out: Customize the Review Object's Page and Search Layouts
Try It Out: Customize Record Highlights for Reviews
Look at What We've Done
Creating a Many-to-Many Relationship
Putting it All Together
Securing and Sharing Data
Collaborating with Chatter
Automating Business Processes
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Look at What We've Done

Terrific! Let's go see what we've made:

  1. Click the Job Applications tab and select a record, or create one if you haven't already.

When you use the Candidate and Position lookup dialogs as you're creating a job application record, note that, by default, they only display the most recently viewed records. You can locate additional records by using the search box, which returns records based on the Candidate Number or Position Title fields, respectively.

Use the * wildcard with other characters to improve your search results. For example, searching on C* returns every candidate record. Likewise, searching on *e returns all position records that include the letter 'e' in the title.

Tip

After the job application is created, notice that the Reviews related list now appears on the Job Application detail page. That's because we related the Review object to the Job Application object with a master-detail relationship.

  1. In the Reviews related list, click New Review to create a review.

Do you see how the platform automatically filled in the job application number in the review's edit page? That's one of the small, but important, benefits of using the platform to build an application like this—not only is it easy to create links and relationships between objects, but the platform anticipates what we're doing and helps us accomplish our task with as few clicks as possible.

  1. Complete the fields on the review, and click Save.

Notice that the name of the candidate and the title of the position appear on the review detail page. If you click the candidate's name, his or her record displays.

Before we move on, let’s check out how that review we created looks in the Salesforce app with our compact layout.

  1. In the Salesforce app, open the navigation menu and tap Show More | Job Applications.
  2. Tap JA-00001 to open the job application record we just created.
  3. Swipe over the related information page.
  4. Tap the Reviews preview card to see all the reviews associated with this application.
  5. Tap R-000001 to open the review record.

Go ahead and tap—or click, if you’re back in the full site—around the rest of the app, creating a few more positions, job applications, candidates, and reviews. Pretty neat, huh? Our data is all interconnected, and our edits to the search layouts allow us to view details of several related objects all at once.