PRACTICE PAPER

FOR

SALESFORCE CONFIGURATION

Questions
Question 1 a. Create a Salesforce Custom application named Inventory Management Application. b. Customize the Tab settings to include only the Home Tab in Inventory Management Application. c. Set System Administrator profile as user profile for which this custom app will be visible. Question 2 a. Create a Salesforce Custom Object named Inventory in the application. Associate a tab to this object and include it in the above created App only. b. Create following custom fields in Inventory Object. Field Name Item Code Item Name Quantity Available Price per Item Item Status Data Type AutoNumber (I-{000} format) (Standard field) Text Number Currency Pick listAdd the following values to Pick list. 1. Green 2. Red(Default) (See Note below) Pick list- (mandatory field) Add the following values to Pick list. 1. Cell Phones 2. Electronics 3. Water Purifier Pick list- (Dependent Pick list) Add the following values to Pick list. Cell Phones Electronics Nokia Samsung LG Micromax LG Samsung Whirlpool Videocon

Type Of Item

Manufacturer

Water purifier Aqua RO

Note for Item Status: Green-signifies that there is good number of quantity available in Inventory (Quantity Available is >100) Red-signifies that there is limited number of quantity available in inventory. (Quantity Available is < 100) (Create Inventory records accordingly.) c. Create the following validation rules for the object Inventory created above.

Validation Rule 1: The value of Price should never exceed 30,000 for cell phones. The value of Price should never exceed 50,000 for electronics. The value of Price should never exceed 15,000 for Water purifier. Otherwise an error message Price value exceeds its limit for the type of item chosen. should be displayed. d. The look up dialog of search layout of Inventory in the Order Object(mentioned below) should contain following fields : Item Name,Quantity Available,Price per Item,Type of Item. e. Create anyfour recordsfor Inventoryobject appropriately. f. Create Record type in Inventory Object depending on the profile of User. 1.If User Profile is Inventory Manager then Record Type Should show all three values of Type of Item. 2.If User Profile is Mobile Customer then Type of Item Should Show only Cell Phones. 3.if User Profile is Electronics Customer then Type of item should Show only Electronics. 4. If User Profile is Purifier Customer then Type of Item should Show only Water Purifier. Hence you will be required to create these 4 profiles and associate User to it. Attempt this when you have completed all your Questions below.

Question 3 (Part 1) a. Create a new Salesforce Custom Object named Orderin the application.Associate a tab to this object and include it in the above created App only. b. Create the following custom fields in Order Object. Field Name Order Id Item Name Type Of Item Data Type AutoNumber (O-{000} format) (Standard field) Master Detail on Inventory Object (seeNote below) Pick list- (mandatory field) Add the following values to Pick list. 4. Cell Phones 5. Electronics 6. Water Purifier Text Number Contact Standard Object (Look Up) Date

Specify manufacturer Order Quantity Customer Order Date

Note: Create a lookup Filter so that only those Inventory Records are shown in Item Name lookup which have Item Status=Green

Question 3 (Part 2)

4 Marks

a. Create a validation rule on Order object so that Order Quantity should never exceed 70 otherwise an error message You cannot order more than 70items in one Order should be displayed. b. Create a Formula Field Amount. This field should calculate Order Amount using the Order Quantity and Item Price. c. Create any four Order records appropriately.

Section B

Question 4 5+5 Marks a. Create a workflow rule named UpdateItemStatus. This workflow should be triggered every time an Inventory record is created / updated. If available quantity is less than 50, update the status field of Item object to red. b. Create a workflow rule named Limited Stock. This workflow should be triggered every time an Inventory record is created / updated and didnt previously met the criteria and the Item Status is Red. Configure this rule to create time based workflow action as a task for the administrator notifying him to take an action for the limited quantity in the inventory after one day of rule trigger date.

Question 5 a. Create a Visualforce page named InventoryPage. Add the following contents in the body of the page.

Inventory Management Application Create a tab panel which consists of two Tabs Inventory: Add some related tab content.

Order:Add some related tab content. CUSTOMIZE THIS VISUALFORCE PAGE AS MUCH AS YOU CAN b. Create a custom Tab About Application. Associate the Visualforce page created in last step to this Tab. c. Create a profile named Inventory Manager (cloned from Standard Custom User) having following access rights o o o Set Inventory Management Application as default application for this profile Tabs of both object and this Visualforce page should be visible to this profile Assign Custom Object Permissions for Inventory and Order Object - Read, Create, Edit, Delete, View All, Modify All

d. Create a new User and assign Inventory Manager profile to this user. (In case, User Creation Limit of your License has been exhausted then try editing an existing User and assigning him to the above created profile )

Question 6 a. Create a Matrix report for the Inventory object with Order object. Use the information given below :

Name Object Preview Field(s) Accessed Group By Formula Chart

Report Inventory with Order Matrix Format Item Name(Inventory), Order Quantity(Order),Manufacturer, Quantity, Order Date Row grouping by status , Column Grouping by type of Item Sum of Order Quantity Pie Chart for Formula and type of item

b. Create a Tabular report on Order object which gives snapshot of Order Id, Item Name, Amount and Type of item. c. Create a Dashboard and include the above created reports

Question 7 a. Create a Trigger on Order object on after insert event. Write the trigger body to implement the below logic: Search Item record for which the order record is being created. [Hint: select Inventory record where id=Inventory look up fields API name] Update Quantity Available= Quantity Available-Order Quantity (Order Field) in the searched Item record. Note: Open the updated Item record to check if the Quantity Available is updated

b. Customize the page layout for Inventory Object as follows: o Section Information includes: Item Code, Item Name, Status o Create Price and Quantity section which includes: Quantity Available, Price per Item, Type of Item, Manufacturer

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