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Capability
Feature
Deployment Approach
Automating Account Creation
Automating Account Creation To complete the onboarding flow, Delectable Bonsai wants to enable managers to create business accounts for approved applications easily. Each account should be named...
Published Date: Oct 22, 24, 5:15 PM
Defining a State Field
Defining a State Field Delectable Bonsai wants to define a custom state field for tracking an application's progress and triggering additional business logic. Here you'll add a picklist that...
Published Date: Oct 22, 24, 5:16 PM
Managing Access to Data
Managing Access to Data Delectable Bonsai wants to ensure that all authorized users can submit distributor applications. They also want to allow a limited number of employees to view all submitted...
Published Date: Oct 22, 24, 5:16 PM
Adding Fields Using REST APIs
Adding Fields Using REST APIs The object-admin service provides REST APIs for performing CRUD operations on object definitions, such as adding fields. Here you'll use these APIs to add business and...
Published Date: Oct 22, 24, 5:16 PM
Adding Fields to the Distributor Application Object
Adding Fields to the Distributor Application Object Here you'll add general fields to the Distributor Application object for gathering additional applicant and contact information: Open the...
Published Date: Oct 22, 24, 5:16 PM
Adding a Relationship Between the Object Definitions
Adding a Relationship Between the Object Definitions Delectable Bonsai must relate an application to multiple evaluations. This involves adding a one-to-many relationship in the Distributor...
Published Date: Oct 22, 24, 5:16 PM
Creating Picklists for Distributor Applications
Creating Picklists for Distributor Applications Delectable Bonsai wants to collect information to help them assess the relative value of each business opportunity. In this case, they want...
Published Date: Oct 22, 24, 5:16 PM
Adding the Relationship to Custom Layouts
Adding the Relationship to Custom Layouts Relationship fields appear automatically in an object's default layout; relationship tables do not. To test the relationship, update the custom layout for...
Published Date: Oct 22, 24, 5:16 PM

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