Salesforce CRM application

How to Customize Salesforce software

https://developer.salesforce.com
email: sfdcalljobs@gmail.com / mybox1227
username: sfdc930k@abc.com
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login to gmail :
sfdcalljobs@gmail.com / mybox1227
click Login confirmation
username: sfdc930k@abc.com
enter new password : mybox1224
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Salesforce has list application
each application links to TABS
Each tab links to OBject (table)
Table fields and records
salesforce has 3 CLouds
Marketing cloud : Campaign, leads
Sales cloud: Account, contacts, Opportuntiy
Service: Cases and solutions
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standard app: Sales, marketing
Every industry( Education, banking, insurance, manufa)
requires CRM
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Create Education INdustry: TrainingInstapp
How to Create CUstom APplication (Training App)
setup - build - create - apps - new - Custom app
label: TrainingAPp
insertimage:
sel tabs: campaign, account, documents
sel security: who can access application
visible to all users
save
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To Test: Goto apps area - training app
result: displays selected tabs
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How to Customize Standard Object "campaign" for TrainingApp
Campaign object is used for avertisement investment

CLick "help for this page"

search 'Campaign Fields"
Detail Information about Campaign object
Campaign objct - SC (Quick acces) - View flds
Label
Campaing Name
budget Cost
Start Date

Name
Name
BudgetCost
startDate

datatype
text
Currency
date

Every custom or Standard object contains two flds

Name and ID (recordid)
* STandard flds can not be deleted
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How to Create Custom Flds in standard object
campaing tab - sc - view flds - new custom flds
sel datatype: Picklist
label: Location
value: Hyderabad
Viajayawada
Bangalore
pune
name: location (location__c)
next: which users can access(security)
next: add to layout
save
* Test:
* camp tab - new
REsult: location fld displays with dropdown values
* Every Custom fld Suffix with "__"
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How to Customize Standard Fld values
ex: Type fld
campaign tab - sc - view flds select "type" fld
New:Google, justdial, sulekha...
reorder: To arrange values
Del: To existing standard value with another value
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How to Customize Page Layout
How to Make flds Mandatory, Remove flds
camp tab - new - Sc - Edit layout
Drag & Drop : section onto Layout
section Name: Date Section
D&D flds: start and End date onto layout

click "*" : check in Mandatory

Click "-" : To Remove Fld from layout
save
* Flds are removed from layout
* can get from console
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How to Customize TAB layout
camp tab - sc - Edit cols
add: type, start date
save
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How to create ID, application
How to customize Campaign object
LEad object