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Set Up Your Trailhead Playground

Introduction

Get Cloudy Consulting is a Salesforce consulting company that just got a new project from a client of theirs, Books4Everyone, an up-and-coming etailer that is moving their systems to Salesforce for scalability. They sell books, and accept reviews from their customers so they know which books are good to keep stocked. Get Cloudy Consulting previously created a simple application for Books4Everyone that kept track of authors, books and recommendations from their customers. Books4Everyone has decided that they love working in Salesforce and need more functionality on their custom home page. The .NET developer at Books4Everyone gave Get Cloudy Consulting requirements, including snippets of code SQL queries they use to report on the data. Since you already know SQL, they asked you to convert the functionality to SOQL. SOQL, or Salesforce Object Query Language, is a query language similar to SQL. It was developed by Salesforce to retrieve data for its use in Salesforce code. It provides a SELECT method and allows you to identify the fields and objects you want data from.  Through this project you will take your SQL knowledge and turn it into SOQL skills!

Create a New Trailhead Playground

To get started working on the Books4Everyone home page, you’ll need to make a new Trailhead Playground (TP).You also need to know the username and password for your TP. Follow the steps in this article to find your username and set your password.

Note

Note

You can have up to 10 TPs at one time. If you need a fresh org, but already have 10 TPs, go to your Trailhead profile and delete a TP, then create another one.

Install the Books4Everyone Unmanaged Package

Now that you have a brand new Trailhead Playground we need to install our unmanaged package.

  1. Install this unmanaged package for Books4Everyone. If you’re having trouble installing the package, follow the steps in this Trailhead help article.
  2. Navigate to the Books4Everyone app and click Data Import, then Initialize Sample Data. This gives us sample data from Books4Everyone.
Note

Note

If you added the package via the CLI, you will need to authorize your user to access the app.

Books4Everyone App

The current books for everyone app has 4 tabs.

  1. Home—Where we will be doing most of our work, updating the home page to be more useful
  2. Books—Information about all the books Books4Everyone has
  3. Author—Every book has an author, and this tab shows off all of an author’s books
  4. Recommendations—The reviews left by Books4Everyone readers

Since you will be working with these tabs throughout this project, it’s important to know which objects are represented in each tab and how they are all related. To see this entity diagram in your org, from Setup enter Schema Builder in the Quick Find box and then click Schema Builder.

This is an object diagram made using schema builderAs we continue to build out our new homepage, refer back to this entity diagram as needed.

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