At the end of all the tasks, you will be needed to make a word document with the

output/results of all the tasks. You can start compiling

from the start, i-e at the end of each task

Task 1:
 
1. Introduction To Salesforce
a. https://www.youtube.com/watch?v=7K42geizQCI
b. https://www.youtube.com/watch?v=qGNjRT7F-2Y
2. Salesforce Training Video For Beginners https://www.youtube.com/watch?v=iwduVTA0bUg
3. Intro to Workflow Formulas https://www.youtube.com/watch?v=gMZoLj185Jc

These videos gave me an introduction to Salesforce and it helped me explore different features available
in Salesforce. I got introduced to the basic terms

Task 2:
 
Create a Workflow Rule to get alert on new Leads
In the email alert (template) add the fields of Leads in the following format:
 
A new Lead has been created!
 
Name:
Company:
Email:
Salesforce Link: <Lead Link>
Task 3:

Create three new (custom) fields on Leads

 
1st Field:
Field Label: Sales Employees
Data Type: Number (Length 18) (Decimal 0)
 
 
2nd Field:
Field Label: Marketing Employees
Data Type: Number (Length 18) (Decimal 0)
 
3rd Field:
Field Label: Total Employees
Data Type: Formula

This field should show the sum of the values in above two fields (i.e., Sales Employees + Marketing
Employees = Total Employees)

Task 4:
 
1. Read how to convert a Lead in Salesforce and what is the benefit of converting a Lead?
2. Create a new Lead
3. Convert that Lead into an Account and Opportunity
4. Verify if Account and Opportunity are created successfully
Task 5:

1. Read about Salesforce ‘Email-to-Case’ in detail

2. Read how Email-to-Case works?
3. Setup/Enable Email-to-Case in your Salesforce org
4. Create some Case records in your Salesforce using Email-to-Case (Note: Email to Case will work in a
way that once it is configured you will send an email to the “Email Service Address” (it will be a long
email address) and a new Case will be created in Salesforce). No other thing is required except this
functionality.
 This task is very important, read as much as you can before actually doing it. There is a plenty of online
help available on that.

Task 6:

1. Create a Custom object ‘Employees’ in your Salesforce org

2. Create 6 custom/new field in that ‘Employees’ object
a. Employee ID (Data Type: Auto Number)
b. Name (Data Type: Text)
c. Age (Data Type: Number)
d. Email (Data Type: Email)
e. Date of Birth (Data Type: Date)
f. Address (Data Type: Text)
3. Create a new Tab for Employees object and add it into the ‘Sales’ app
4. Create 5 new records in that Employees object
Task 7: 

1. Read about Validation Rules in Salesforce, and then create some example Validation Rules on Leads
and Account objects:
https://developer.salesforce.com/trailhead/en/force_com_admin_intermediate/point_click_business_l
ogic/validation_rules
 
2. Read everything about Roll-Up Summary Fields in Salesforce and create some example summaries
on Opportunity and Account objects:
https://developer.salesforce.com/trailhead/en/force_com_admin_intermediate/point_click_business_l
ogic/roll_up_summary_fields

Validation rules verify that data entered by users in records meet the standards you specify before they
can save it. A validation rule can contain a formula or expression that evaluates the data in one or more
fields and returns a value of “True” or “False.” Validation rules can also include error messages to
display to users when they enter invalid values based on specified criteria. Using these rules effectively
contributes to quality data. For example, you can ensure that all phone number fields contain a specified
format or that discounts applied to certain products never exceed a defined percentage
Validation rules are most useful to implement required business rules without using any code. All
validation rules are configurable and can be modified/ disabled by admin/ developers whenever
needed.

There can be many scenarios where business rules are to be defined, so that user gets appropriate data
validation error messages. For example

 A user cannot create a contact without email address where the contact’s preferred contact
method is Email

 A user cannot assign case back to Queue

A roll-up summary field calculates values from related records, such as those in a related list. You can
create a roll-up summary field to display a value in a master record based on the values of fields in a
detail record. The detail record must be related to the master through a master-detail relationship. For
example, you want to display the sum of invoice amounts for all related invoice custom object records in
an account’s Invoices related list. You can display this total in a custom account field called Total Invoice
Amount.
Task 8:

1. Developer Console: Read about Developer Console in Salesforce and try to use it in your org.
For example you can run queries and code in Developer Console. A plenty of help and videos are
available on Debug Logs: Read everything about Debug Logs and try to use them in your Salesforce org,
here are some links to understand and enable Debug Logs in Salesforce however you can also search for
more help:
 
         https://help.salesforce.com/apex/HTViewHelpDoc?id=code_monitoring_debug_logs.htm&language
=en
         https://developer.salesforce.com/docs/atlas.en-
us.apexcode.meta/apexcode/apex_debugging_debug_log.htm
         https://help.salesforce.com/apex/HTViewHelpDoc?id=code_setting_debug_log_levels.htm&languag
e=en

Task 9:

Workbench is an important tool to understand Salesforce (e.g., objects as data tables) and we all should
have a good understanding of this tool. I have added some links that are helpful in learning and
practicing Workbench.
 
1. Workbench Demo Video: https://www.salesforce.com/video/295497/
2. Login link: https://workbench.developerforce.com/login.php
a. You can login with your Salesforce credentials (if not already logged into Salesforce)
Task 10:

These tasks are related to general platform understanding.

 
1. Salesforce Governor Limits (There are some limit imposed by Salesforce and some of them are
visible in Last Run Report section in QA Control Panel tab)
o Help: https://developer.salesforce.com/docs/atlas.en-
us.apexcode.meta/apexcode/apex_gov_limits.htm
 
2. From Sandbox To Production: An Introduction to Salesforce Release Management (It will help you
understand how companies use Sandbox and how they can move changes from Sandbox to
Production)
o Help: https://www.youtube.com/watch?v=afK95S3UeyU [Does not work]
o Help: https://www.youtube.com/watch?v=V96lSUVmvGk
 
3. Reports and Dashboards for Dummies (Helpful in testing and also to have all the appropriate data
in one report)
o https://www.youtube.com/watch?v=7Yo6DwOCW4Y [Does not work]
o Help1: https://www.youtube.com/watch?v=fnHf-BQmeBQ
o Help2: https://www.youtube.com/watch?v=ICm3NpRHRdU
  JOINED REPORT:
4. Triggers in Salesforce/Apex Triggers (Triggers are used in Salesforce customization through Custom
Code instead of Workflows and Process Builders which are UI based tools for customization.
Usually we ask Dev team to write a trigger when required but it is good to have an idea how they
work)
o Help: https://www.youtube.com/watch?v=LwDwmU0IkYk [Does not work]
o Help: https://www.youtube.com/watch?v=kTwYssfz7Hg
 
5. Visual Workflows in Salesforce (Very useful tool to automate and customize Salesforce with some
basic coding)
 Help: Hands-on Training: Automate Your Business Process with Visual
Workflow https://www.youtube.com/watch?v=R8fNHGWxW2I [Does not work]
o Help: Process Builders https://www.youtube.com/watch?v=FFKHSRdTTj8
 Help: Optimize Business Processes with Visual
Workflow https://www.youtube.com/watch?v=jfbUjJg1t-0 [Does not work]
o Help: Go with the Flow: Automating Business Processes with
Clicks: https://www.youtube.com/watch?v=yYFXkWR-a1A
o
2) https://www.youtube.com/watch?v=ZhSMpIsbAP8
3) 1C Flow Builder Tutorial - Get Multiple Records and Loop
o
 
6. Difference between Permission Sets and Profiles in Salesforce

Task 11: Formula Fields

A.
a. Check on internet what is the acceptable date format for Date type field in Salesforce
b. Create 2 text fields
i. in field a - add date in any format other that the acceptable one
ii. in field b - populate it using a workflow [hint you will need to create a formula in there], that
changes it to acceptable date format of Salesforce

B. Read about Formula fields and Create a new Formula Field of return type "Date". The functionality
should still be the same as above.
C. Create a field (Text) called 'Website' then create another formula field that extracts only ortooapps
part from examples below. There can be many more formats
a. ortooapps.com
b. www.ortooapps.com
c. https://www.ortooapps.com
d. https://www.ortooapps.net
e. https://ortooapps.com
f. hppts://www.ortooapps.br
g. www.ortooapps.net
D. Create a formula field of Text type on Account object called Exercise1 that should have following
logic:
a.  Condition 1 If Account name starts with word “United” and Account website ends with “edu”
then check:
i. If Account employees is equal to 20 then return “United Education normal” string as result
ii. If Account employees is less than 20 then return “United Education small”
iii. If Account employees is greater than 20 then return “United Education large”
b. If Condition 1 is not true then:
 i. Return the string form of month when account was created except if the month is
December then return “End of year”.
 
Sample outputs:
o  United Education normal
o United Education small
o August
o  End of year
E. Create a formula field of type Checkbox on Account object called Exercise2 that should have
following logic:
a. Condition 1: if Account name has words “Ortoo” and “Dhoop” (both comparisons should ignore
letter case) then check
i.  If Account name has just one space between Ortoo and Dhoop (in any order i.e. “Ortoo
Dhoop” or “Dhoop Ortoo” then return TRUE
ii. Else return FALSE
b. If Condition 1 is not true then:
i.  If account was created earlier than current date time AND account was last modified more
than 5 minutes ago then return TRUE
ii. ELSE if Account was created after 10th day of the month then return TRUE
iii. ELSE if Account’s Owner’s first name starts with “S” then return TRUE
iv. ELSE return FALSE