8/18/2019 Admin Session 4 8 Notes
1/31
Session -4 :
Role : Role in the organization specifes the structure/Hierarchy o the company/organization
:It will indicate who has to report the work to whom
Steps to create a Role :
! Setup- "dminster #anage $sers Roles%ew Role
Step : Role %ame
Step &: Reports 'o
Step (: Role %ame )isplayed
*::+:: In how ways we can see the Roles
"%S:: ,ist iew
'ree iew
Sorted ,ist iew
I::+:: )id you work on 'erritory .ased roles
-----------------------------------------------------------------------------------------------------------------
rofles
rofles: rofle *ontrols the ollowing
! Standarad and *ustom "pplications that user can access
&! Standard or custom 'a.s that user can see and "ccess
(! Standard and *ustom o.0ect that user can access and Specifes the *reate/Read /1dit /)elete
operations that user can perorm on the o.0ect
4! 2ield le3el security in the o.0ect is controlled .y profles
! "pe5 *lasses/ isaulorce pages that user can see and "ccess
'here are two types o profles
!Standard rofels
&!*ustom rofles
Standard rofles: 'hese are the profles which are created .y the Sales2orce to meet the glo.al
re6uirement and Standard *R# unctionality
8/18/2019 Admin Session 4 8 Notes
2/31
15: System "dmin
#arketing $ser
*ustom rofles:
'hese are the profles which are created .y the user to meet the organizations .usiness
re6uirement!
13ery *ustom profles which we create should .e a clone o e5isting profle!
%ote: 13ery profle is created or a specifc license and it can .e assigned to the users who ha3e
purchased same license
Steps to create rofles:
Setup"dminister#anage $sersrofles %ew rofle
Step : Select the 15isting profle
Step &: Select the ,icense
Step ( : 1nter rofle %ame
Step 4: Sa3e
Step : #ake the *hanges .ased on your need!
$ser::
Steps to *reate a $ser:
Setup "dminister#anage $sers$sers%ew $ser
*::+:: 7hich felds are mandatory to create a user
! ,ast %ame &!%ick %ame (!1mail Id 4! $ser %ame !Role 8!rofle 9! ,icense
*:+:: I once the user is created can we delete him
"%S: %o once user is created we cannot delete him
I:+:: 7hat is the di;erence .etween 2reeze and )eacti3ate
"%S: 7hen you reeze the user he will not release the license he is holding
7hen you deacti3ate the user he will .e releasing the license and we can assign to some
other user!
8/18/2019 Admin Session 4 8 Notes
3/31
+:: How to load the documents rom * to salesorce ser3er
"pplications :
'here are two types o applications
!Standard "pplications
&!*ustom "pplications
Standard "pplications: 'hese are the applications which are created .y the salesorce to meetthe glo.al *R# re6uirement are said to .e standard applications !
15: Sales
*all*enter
#arketing
*ustom "pplications: "pplications which are created .y user to meet the .usiness re6uirement
o his organization!
+:How to .uild the *ustom "pplications
%a3igation : Setup
8/18/2019 Admin Session 4 8 Notes
4/31
"ns :: 7idth :(== @ A Height : @
I::+:: 7hat will happen i you donBt gi3e a logo
"ns :: Salsorce deault logo is gi3e or your app
Step 4: Select the ta.s which you want to display in the application
I::+:: 7hat is deault landing ta.
"ns : :'he ta. which we selected as deault landing ta. that ta. data will .e displayed on the
frst page o the application
Step : Select the profles to whom you want to display the application
'here are two permissions
isa.le )eualt
Ck %C DDDD"pplication is Reada.le
Ck Ck DDDD"pplication is Reada.le and when user logins in with this
profle this
"pplication will .e opened
%C %C DDDD"pplication is 3isi.le to this profle
*::+:: How many custom apps we can .uild
"ns : 'his depends on the Sales2orce 1dition that you ha3e purchased!
$nlimited 1dition : $nlimited "pplications
1nterprise : = "S
)e3eloper : = "S
roessional : "S
Eroup 1dition : "
*ontact #anager : "
ersonal : %/"
C.0ects: C.0ects are nothing .ut the ta.les in the regular data.ase!
: I we want store any type o data in Sales2orce that will .e stored in C.0ects
8/18/2019 Admin Session 4 8 Notes
5/31
8/18/2019 Admin Session 4 8 Notes
6/31
&!'e5t
"uto%um.er : System will autogenerate the no .ased on the ormat what we ha3e gi3en
15 : 1I)-====J
Staring with :
1I)-===
1I)-===&
'e5t : I we select te5t user has to enter the data
%ote: %ame feld is a re6uired feld
Cptional 2eatures: 'hese eatures can .e ena.led or disa.led at any stage o the application!
'here are three optional eatures
! "llow Reports: I we want to create reports on this o.0ect this eature should .e ena.ledA
Cnce you ena.le it Sales2orce will create deault report type on this o.0ect!&! "llow "cti3ities: I we want to create task or e3ent on this o.0ect then this eature need to
ena.led!(! 'rack 2ield History : 'his will track the feld ino like when it is modifed and who has
modifed
)eployment Status:
! In )e3elopment : I we select the status as in )e3elopment this o.0ect is not ready or
access and only System "dmin can access&! )eployed : 'his o.0ect is ready or access e3ery once can perorm )#, operations .ased
on their permissions!
Cne 'ime C.0ect *reation Cptions: 'hese options are a3aila.le only at the time o creating a
o.0ectA Cnce o.0ect is created we cannot ena.le or disa.le these options !'here are such options
! "dd %otes and "ttachments: 7hen we ena.le this option we will ha3e %otes and
"ttachment related list in the detail page o the o.0ect where we can attach corresponding
documents to the records!&! *reate *ustom 'a. on C.0ect *reation: I we ena.le this option once o.0ect is successully
created immediately it takes you to the ta. creation age!
%ote :"ll the custom o.0ect are appended with KKc A15: *ustomerKKc
'a.s: 'a.s are the interace .etween the user and C.0ect/ 7e.page / isual orce age
'here are three types o ta.s
8/18/2019 Admin Session 4 8 Notes
7/31
! *ustom C.0ect 'a.&! 7e. 'a.(! isual orce age 'a.
*ustom C.0ect 'a. : I the user wants perorm any Read/ *reate/ 1dit /)eletion operation on the
o.0ect he needs an interace to open the o.0ect that interace is 'a.! 7hen you click on this ta.
corresponding o.0ect will open and we perorm the operation on it !
Steps to *reate the *ustom o.0ect 'a.:
%a3igation : Setup
8/18/2019 Admin Session 4 8 Notes
8/31
Cwner Cwner ,ookupL$serA+ueueM %o
%ame "ny 'hing "uto%um.er A'e5t ,a.el %ame A)ata'ype
*reated .y *reated.y ,ookupL$serM %o
,ast#odifed
8/18/2019 Admin Session 4 8 Notes
9/31
8!*ase sensiti3e : i case you want to consider the caps and small di;erent then select case
sensiti3e
9!)eault : 'his 3alue will .e displayed in the feld whene3er the feld is loaded in the page
N!2ield ,e3el Security :
rofle isa.le ReadCnlySystem"dmin C> %C "ll the users with admin profle can
read/write the feldSystem "dmin C> C> "ll the users with admin profle can
only read the feldSystem "dmin %C %C "ll the users with admin profle
cannot see this feldSystem "dmin %C C> 'his com.ination is not allowed
)ata 'ype : 'his will indicate the type o data data that we can enter in the feld and range othe data!
! 'e5t :
)ata 2ormat : "lpha %umeric
#a5imum ,ength : & *haracters
Single/#ultiple ,ines : Single ,ine
(! 'e5t "rea :
)ata 2ormat : "lpha %umeric
#a5imum ,ength : & *haracters
Single /#ultiple ,ines : #ultiple ,ines
4! 'e5t "rea L,ongM
)ata 2ormat :"lpha %umeric
#a5imum ,ength : (&98N L it can grow upto A(====P M
Single /#ultiple ,ine : #ultiple ,ine
#inimum ,ength : &8 characters
! 'e5t "rea LRichM
)ata 2ormat : 2ormatted )ata
8/18/2019 Admin Session 4 8 Notes
10/31
#a5imum ,ength : (&98N Lit can grow A (=A===PM
Single /#ultiple ,ines : #ultiple ,ines
#inimum lines : = lines
Steps to create a te5t feld :
%a3igation : Setup
8/18/2019 Admin Session 4 8 Notes
11/31
iew : only the users with 3iew 1ncrypted 3iew will .e a.le to see this feld
: It supports inline edit
7e cannot use encrypted felds in searchA ormlessA *onditions 7e can display the encrypted felds in search results
8/18/2019 Admin Session 4 8 Notes
12/31
ick ,ist : 'his is a dropdown list
It allows === options in the pick list
#a5imum length o each option is & characters
"ll the options together it can .e ma5imum A=== characters
7e can sort the options .eore we display in the pick list
In case we want we set the frst option as deault
Cnce the pick list feld is created we can add/ remo3e /replace /edit the options
*:+:: 7e ha3e = records with city QHydB and "dmin has remo3ed the option o QHyd Q rom
the city pick list feld 7hat would .e .eha3ior
"ns: Cld records which ha3e selected QHydB still can select QHyd Q
#ultiSelect ick,ist : 'his is 0ust like a picklist where we can select more than one option at a
time !
It can ha3e = options
7e can select == options at a time
#a5imum length o each option is 4= characters
#a5imum length o all the options together == characters
2ield )ependency : 7hen 3alue o one feld controls the 3alue o another feld we call it a
feld dependency
8/18/2019 Admin Session 4 8 Notes
13/31
*ontrolling 2ield : it can .e any o the I*>,IS' feld or *H1*>,IS' feld or #$,'I S1,1*' I*>,IS' feld
*:+:: 7hich statement is true a.out the feld dependency
"%S:::i the controlling feld is a picklist feld it can not ha3e more than (== options in it
*::+:: 7hich o the ollowing statements are true a.out feld dependency
! Standard feld as controlling and *ustom 2ield as )ependent
&! Standard feld as *ontrolling and Standard feld as )ependent
(! *ustom feld as *ontrolling and *ustom feld as )ependent
4! *ustom 2ield as controlling and Standard feld as )ependent
Relations:
'hese are used to create /esta.lish a relation .etween two or more o.0ects
! #aster-)etail Relation
&! ,ookup Relation
(! unction C.0ectL#any to #anyM
4! Hierarchal Relation
8/18/2019 Admin Session 4 8 Notes
14/31
#aster-)etail Relation
! #aser )etail Relation is Cne to #any relation
&! 'his feld can .e created only on the o.0ect which doesnBt ha3e any prior data on it !
(! 'his is a re6uired feld !
4! 'he o.0ect on which we ha3e created master )etail that o.0ect is called )etail
C.0ect /*hild C.0ect /Related C.0ect
! 'he o.0ect to whose record the master )etail feld is reerring that o.0ect is called#aster C.0ect
8! 'he C.0ect on which we ha3e created #aser-)etail feld that o.0ect will not ha3e
owner feld!
9! 'he owner o master record will .e the owner o the record!
N! I you delete the master record child records are also deleted !
O! 'he *hild records which are deleted due to deletion o master record will not mo3e
recycle .inA
8/18/2019 Admin Session 4 8 Notes
15/31
"llowed "llowed "llowed
!"n o.0ect can ha3e only two master Q feld on it
! " & ! " < (! " < *
T T T T T T
< -------- --------------------
T T
* )
"llowed "llowed %ot allowed
&! *hild C.0ect can .e arent to some other o.0ect up to three le3els
! " &! " (! " 4! "
T T T T
< < < <
T T T
* * *
T T
) )
T
1
8/18/2019 Admin Session 4 8 Notes
16/31
"llowed "llowed %ot "llowed "llowed
(!C.0ect which has two parents on it can ne3er .e a parent to some other o.0ect
" 5 " @
T T T T
-------------------- < U
T T T
* * V
T T T
) -----------
T
)
%ot "llowed "llowed
Steps to *reate a #aster detail feld
%a3igation: Setup
8/18/2019 Admin Session 4 8 Notes
17/31
Step: Select )ata 'ype as #aster-details
Step &: Select #aster C.0ect
Step (: 1nter 2ield )etails
! 2ield ,a.el : *ustomer )etails
&! 2ield %ame : *ustomer )etails
(! Sharing Settings : Select the #inimum le3el o access re6uied on #aster o.0ect
to perorm
Read /1dit/)elete /*reate on child records
Step 4: 1sta.lish the feld le3el security
Step : "dd the feld to the *hild o.0ect deault page layout
Step 8: "dd the feld to the parent o.0ect age ,ayouts
unction C.0ect : C.0ect on which we ha3e two master detail felds on it that we call it as
0unction o.0ect!
8/18/2019 Admin Session 4 8 Notes
18/31
! 'his 0unction o.0ect will maintain many to many relation
&! 'he frst master detail feld that we ha3e created will .e primary master
(! 'he second master detail feld that we ha3e created will .e secondary master
4! unction o.0ect will inherit look and eel and owner ship properties rom primary
master
! unction o.0ect related records are displayed in .oth the masters
8! I 0unction o.0ect has more than &== child records or particular master record then
we cannot
delete that master record!
,ookup Relation:
! It also maintains Cne to #any relation&! 'his is not a re6uired feld(! 7e can create a lookup feld on the o.0ect which has data also4! I delete the parent record corresponding child records are not deleted!! 7e can a3oid deletion o parent record i it has child8! Cwner or the parent record and child record can .e same or di;erent9! 7e can create & lookup felds in a o.0ectN! 7e can create a sel lookup relation !
Hierarchical Relation:
! 'his relation is created on user o.0ect!
&! 'his is used to esta.lish the relation .etween two users !
8/18/2019 Admin Session 4 8 Notes
19/31
*ertifcation +uestions on Realtions L4= F&=M :
!7hat is the ma5imum num.er o master-detail relationships that can .e created ona custom o.0ect
"M
8/18/2019 Admin Session 4 8 Notes
20/31
"! #aster-)etail
8/18/2019 Admin Session 4 8 Notes
21/31
=O!In a recruiting applicationA salary is a child o.0ect to a parent position o.0ect 3ia a#aster-)etail relationship 'he min pay and ma5 pay felds o salary o.0ect cannot .emodifed when the osition status on the parent is W"ppro3eW! How would a de3eloperdesign this
"! *reate a isualorce component on the position detail page
*! alidation rule on position o.0ect)! 2ormula feld on the salary o.0ect1! alidation rule on the salary o.0ect
!7hat is true a.out a 0unction o.0ect"! " custom o.0ect that has two #aster-)etail relationships
(!In a #aster-)etail relationshipA what happens when the a record is deleted rom theparent o.0ect
"! arent record alone gets deleted
*! C.0ect with two lookup relationships)! C.0ect with two #aster-)etail relationships
!7hat is true a.out a master-detail relationship lease select two L&M choices!
"! 7hen the parent record has .een deletedA all the child records will .e deleted!
8/18/2019 Admin Session 4 8 Notes
22/31
*! Uou ha3e to e5pose the master lookup feld on the child detail page layout!
)! Uou cannot delete a child record
8! Roll up Summary 2ield works in the case o which relationship Select the correct
choice
"! #aster )etail
)! alidation Rules
1! ,ookup
2! )o not lookup
E! #aster to all
Roll up Summary :
!'his feld can .e created only on master o.0ect L in the master detail relation M
&! alue o this feld is calculated rom the corresponding child records
15:
*ustomer 'ransaction
'ransactioId
*)etails 'ype "mount
'-= *I)-== )ep ==== '-=& *I)-== )ep &==== '-=( *I)-==& )ep &==== '-=4 *I)-== 7it &==== '-= *I)-==& 7it ====*ustomer and 'ransaction has realtion o master-)etail where *ustomer is a master and
'ransaction is a detail o.0ect
!7here can we create a rollup summary feld in a.o3e conte5t : *ustomer C.0ect
Roll up summary feld 3alue is compute .y any one o the operations
!*ount : 'his gi3es the no o child record or a gi3en master record !
L'he Records which are participating in the relationM
15: *I)-==------Sam-----Sa3ing
*ustomer
Id
%ame "ccount'y
pe*I)-== Sam Sa3ing*I)-==& Ram *urrent
8/18/2019 Admin Session 4 8 Notes
23/31
T------'-=----)ep---====
T-----'-=&----)ep----&====
T----'-=4----7ith----&====
*ount : (
%ote : I we say include only the 'ransaction type :)ep in the Rollup then will .e &
&!Sum : 'his will return us summarized 3alue o gi3en feld rom the child o.0ect!
:7e can choose any one o the ercentage A%um.er A*urrency feld rom the child
o.0ect!
15: *I)-==------Sam-----Sa3ing
T------'-=----)ep---====
T-----'-=&----)ep----&====
T----'-=4----7ith----&====
Sum L"mount M : ====
%ote : I we gi3e a flter saying only those records whose transaction type is )ep to
participate in the
Rollup Summary then Sum will return :(====
(!#in : 'his wil return the minimum 3alue rom the gi3en feld o the *hild o.0ect!
:2ield can .e any one o the L%um.er AercentageA*urrencyA )ataA)ata'imeM
15: *I)-==------Sam-----Sa3ing
T------'-=----)ep---====
T-----'-=&----)ep----&====
T----'-=4----7ith----&====
#inL "mount M : ====
4!#a5 : 'his wil return the ma5imum 3alue rom the gi3en feld o the *hild o.0ect!
:2ield can .e any one o the L%um.er AercentageA*urrencyA )ataA)ata'imeM
15: *I)-==------Sam-----Sa3ing
T------'-=----)ep---====
8/18/2019 Admin Session 4 8 Notes
24/31
T-----'-=&----)ep----&====
T----'-=4----7ith----&====
#a5L "mount M : &====
*:+:: How many flter conditions we can write
"ns: conditions
*:+::7hich felds we can use
"ns : *hild o.0ect felds
*:+:: How many rollup summary felds can .e created
"ns : :=
Steps to *reate the Rollup Summary feld:
%a3igation: Setup
8/18/2019 Admin Session 4 8 Notes
25/31
!'e5t
&!)ate
(!)ata'ime
4!%um.er
!*urrency
8!ercentage
9!*heck.o5
'here are two types o ormules in the salesorce
!Simple 2ormules : 'hese are created to .uild simple logic using the felds which are
compata.le with
return type what we ha3e selected !
"d3anced 2ormules : 'hese are created when we ha3e a comple5ed logic and we can
use felds o the
o.0ect on which we are creating ormule and parent o.0ect felds
'o support the ada3anced ormules salesorce ha3e gi3en some predefned unctions
,ogical 2unctions :
"%): 7hen all the gi3en conditions are true this will return true
15: 1mployee with age a.o3e & and e5p a.o3e 8 years should .e selected
"%)L "geKKc ?& A15pKKc?8M
I2 : 7hen we ha3e two options where contion is true return option else return option &
1mployee with age a.o3e & and e5p a.o3e 8 years is selected else re0ected
I2L "%)L "geKKc ?& A15pKKc? 8M A QSelectedB ABRe0ectedBM
I L*ondition A stmt AStmt &M
*"S1 7hen we ha3e more than two choices we will use *"S1
*alculate InterstRate :
1ducation : &
8/18/2019 Admin Session 4 8 Notes
26/31
ehicle :4
ersonal: 8
Housing :N
*"S1L,oanK'ypeKKc A
Q1ducationBA =!&A
QehicleB!=!4A
QersonalBA=!8A
QHousingB!=!NA
=
M
IS%$,, : 'his will return true i the feld 3alue is null A'his is used or checking numerical 3alues
and .lank 3alue is ne3er considered as %$,,
IS%$#
8/18/2019 Admin Session 4 8 Notes
27/31
RC$%)L=!OMDDD
8!S+R'LOMDDD(
9!E1C,C*"'IC%L lon AlatitudeM
N!)IS'"%*1L gAg&AunitsM
O!IS",$1LfeldA)eualtM
!,CEL&(M
&!,%LM
(!#"@L&=A(=A4=MDD4=
4!#I%L=A&=A(=MDDD=
!#C)L &(A&MDDD
)ate F'ime
!'C)"ULM DDDReturns todayBs date
&!%C7LM DDDDReturns current date and time
(!)"'1LUearA #onthA)ayM : )"'1L&=4A&A&M
4!)"UL)ateM : It will return the day o the month
)"UL)"'1L&=4A&A&MMDDD&
!#C%'HL )ateM :Returns month in the year
#C%'HL)"'1L&=4A&A&MMDDD&
8!U1"RLM : 'his will year in the date
U1"RL)"'1L&=4A&A&MMDD&=4
9!)"'1",$1L e5pressionM : 'his will con3ert the date and 'ime 3alue to date
'e5t :
ISI*>",Licklist2ield AliteralM : 'rue
'ype : )ep A7ith A1#I
8/18/2019 Admin Session 4 8 Notes
28/31
7ithdraw : Ser3ice 'a5 is == A Z o amount
I2 L ISI*>",L'ypeKKcAB7ithdrawBM A == AamountKKc[=!=M
I%*,$)1SL #ultiSelectick,ist A literalM :'his will return true i the gi3en literal in theselected list o 3alues
8/18/2019 Admin Session 4 8 Notes
29/31
Housing : &=
Security :"ssert :
(8
I2L ISI*>",LSecurityKK*AB"ssertBM A (8A
*"S1L ,oanK'ypeKKcA
Q1ducationBA4NA
=
M
M
alidation:
"ny one who want to apply or a loan .ased on salary they cant lea3e salary feld .lank
"ny one who want to apply or loan .ased on "ssers they cant lea3e assercost .lank
*ustomer :
"ccount 'ype : Sa3ing A*urrent ASalary
8/18/2019 Admin Session 4 8 Notes
30/31
Sa3ing : &===
*urrrent :(====
ISI*>",L'ypeKKcAB7ithBM A
L CRL "%)L ISI*>",L*ustomerKKr!"ccount'ypeKKcABSa3ingBM A
*ustomerKKr!",L*ustomerKKr!"ccount'ypeKKcAB*urrentBMA
*ustomerKKr!",L'ypeKKcAB1#IBMA )"UL'ransactionK)ateKKcM?M A "mountKKc[=!=A
= M
I any one is paying Income'a5 ater = th "ug they ha3e late ee o ===
I2 L "%)L)"ULaymentKKcM?= A#C%'HLaymentKKcM?9MA ===A=M
I any trying change the password .eore = days o last modifcation
"%)L IS*H"%E1)LasswordKKcM AL'C)"ULM-)"'1",$1L,ast#odifed)ateMM\=MM
I2 the city what what you ha3e selected is in HydA*heAune then you should enter pancard
3alue
"%) L*C%'"I%SL*ityKKcABHU):*H1:uneBM AIS
8/18/2019 Admin Session 4 8 Notes
31/31
%ame :
"ge :
*hild :
#y%ame DarentKKr!%ame