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BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginners G ide !or Sales"orce. The doc ment !oc ses on #$% %in&s, 'an( to 'an( $elationship and )hanging *ata T(pe. +oin o r pro!essional training program and learn !rom e,perts.
Description:
History:
Version #$% #$% Description Change Initia" Dra&t Re-iew.% A thor P !"ish Date Chandra Pra'ash Shar(a )th * "y +#%, A(it Shar(a )th * "y +#%,
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Contents
)ontents.......................................................................................................................... . #$% %in& to a ) stom "ield in Sales"orce ......................................................................./ How to )reate #$% %in& to a ) stom "ield in Sales"orce 0.........................................../ 'an( To 'an( $elationships in Sales"orce.com..............................................................1 )reating the two 'aster-*etail $elationships b( sing Secondar( relationship 0.......-/ How to change *ata T(pe 23ew ) stom "ield4 in Sales"orce.com 0...........................-5
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Step % :2
For Creating /RL Lin' to a C sto( Fie"d in Sa"es Force clic& to Set p -: Create -: O!3ects -: )lic& to an( C sto( O!3ect 8E, 0emplo(ment website9 There is (o can !ind C sto( Fie"ds 4 Re"ationships in this ) stom "ields ; $elationships clic& to 0ew b tton (o can see below screen.
Step + :2
<!ter clic& 0ew b tton open new page called as 0ew C sto( Fie"d in this page (o can see man( data t(pe, select one chec&ed /RL radio b tton and clic& to 0e5t b tton (o can see below.
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Step , :2
In this page !ill "ield %abel, "ield 3ame, *escription 6 Help Te,t and clic& to 0e5t b tton.
Step 7 :2
)lic& to 0e5t b tton.
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Step ) :2
)lic& to Sa-e b tton. save this #$% data t(pe.
Step 8 :2
<!ter clic& to Save b tton, (o clic& on c stom tab 8E, 0- Emplo(ment websites9 and clic& to 3ew b tton (o can see below.
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Step 9 :2
<!ter clic& on 3ew b tton, then !ill Emplo(ment 3ame, >ebsite <ddress and clic& to Save b tton.
Step : :2
7o can clic& on >ebsite <ddress, (o can see that web site open new tab in same browser.
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* nction O!3ect :
< c stom ob@ect with two master-detail relationships #sing b( @ nction ob@ect, (o can model a man(-to-man( relationship between two ob@ects
Step % :2
Creating the * nction O!3ect :
)lic& Set p -: Create -: O!3ects )lic& 3ew ) stom Ab@ect 8E, 0- +ob Posting9 (o can see below.
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Step + :2
Creating the two ;aster2Detai" Re"ationships !y sing Pri(ary re"ationship : An 3ew ) stom Page 8E,0- Emplo(ment websites9 there is (o can !ind C sto( Fie"ds 4 Re"ationships and clic& to 0ew b tton, 7o can see below.
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Step +<I= :2
Select 'aster-*etail $elationship and clic& to 3e,t b tton.
Step +<III= :2
"ill all the !ieldCs and clic& to 3e,t b tton.
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Step +<IV= :2
)lic& to 0e5t b tton.
Step +<V= :2
)lic& to 0e5t b tton. www.bispsol tions.com Page -E www.bisptrainigs.com www.h(periong r .com
Step +<VI= :2
)lic& to Sa-e b tton.
<!ter clic& to Save b tton , (o can create same second ;aster2Detai" Re"ationships and Save. 0ote:2 7o can onl( create two 'aster-*etail $elationships onl( !or one ob@ect , a!ter create two 'aster-*etail $elationships (o want to create third 'aster-*etail $elationships (o not allow to create this detail when (o clic& to create new 'aster-*etail $elationships (o !ind these option is hide (o can see.
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Step + :2
)lic& on Loo' p b tton and open new page on this page (o can select an( web site name and clic& to Save b tton.
<!ter that (o can go second c stom tab (o can add these one 8e, 0- emplo(ment 9 www.bispsol tions.com Page -. www.bisptrainigs.com www.h(periong r .com
)lic& on this tab and clic& to an( bind web site name and go to down and (o can see that. this is a secondar( table clic& to @ob application id 8e, 0- +P-EE-9 (o can go primar( table.
0ote :2 >hen I deleted Primar( detail table Secondar( detail table a tomaticall( assign as a primar( detail table.
sing
0ote :2 I! create 'aster-*etail $elationships b( sing Secondar( relationship it not possible b( sing 'aster-*etail $elationships i! tr( to create it give (o error message . (o can see below.
Step +<I= :2
Then Select Loo' p Re"ationship and clic& to 0e5t b tton.
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Step +<II= :2
Select (o option and clic& 3e,t b tton.
Step +<VI= : 2
<nd last clic& to Sa-e b tton save this Secondar( $elationship. 7o can see below.
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Step , :2
<!ter Save (o can clic& on c stom tab 8E, 0-Emplo(ment website9 and here (o can add position . There is (o can write position and clic& to save b tton.
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Step %:2
)lic& to Step -: Create -: O!3ects -: select (o c sto( O!3ects8E, 0- +ob <pplications9 <!ter then (o clic& on Edit b tton.
Step +:2
)lic& on Change Fie"d 1ype b tton.
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Step ,:2
Select Pic'"ist<; "ti2Se"ect= $adio B tton and clic& to 0e5t b tton.
Step 7 :2
In Fisible %ines "ield how man( n mber (o can want to visible there is enter n mber 8!or e,0 - 59. and clic& to 0e5t b tton.
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How man( lines (o want to visible please enter n meric val e here.
Step ) :2
)lic& to Sa-e b tton.
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<!ter that (o can see that data t(pe will change . There (o can see *ata T(pe Pic'"ist to Pic'"ist<; "ti2"ist= converted.
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