Cloud Computing Salesforce CRM Admin By Capital Info SolutionsPDFaid.com This book has been developed especially from the idea of glance look leaming. This book hel: for individuals who want to leam things with in short time. From this idea I started writing this book which will be helpful to the professionals to leam quickly without missing she things. While writing this book I faced many difficulties in which reduction of 3000 pages to 200 pages is the main. After all my hard work from the 3 months I was able to boring, tis book in front of you to use it responsibly. Bringing easier way of learning to the stidents is the idea behind making complex things to simpler. I would like to thank all the pecple who inspired and helped ‘me in writing this book. : Capital Info Solutions F.No : 106, KVR Enclave, Beside Satyam Theatre, : Ameerpet, Byderabad. Ph:+91 86 86 86 42 865 Sled Conping: } y cloud compan Sa croied [group of urkeow vesour- - ces thal ave are for a Specfic purpose to the user etisa Concept of pay per use of each wT service ® clad computing to Gncept of accessing lnftastsucluee, plot and Sefhorve as a service over the ternet wy Peg the cach use OF the (1 services. Sor There are. Three services in Gloid Compaticg They are de called cloud Services * 4. aac CInfashuclre As @ Servite). ANE StRSeme As A Servite Aceessieg infrasiuclire such as application Server, Seavey the istemet % called taas Shorage Server & Bons Cpbtfown as @ serve) :- SOGH ts the Concept of oo phtbrm suck as ML Pegeresg lerguege on whith an applicahon & built Provided a5 a service over the trternet ts cabled Paas Force: com —> the plotform used by the Salefoce Google Sr Engine 3 5045 C Software A5 @ Service) !~ AE the Concept of accessing a safhvare _ Exapplreation over tre twternet Us called saas Ex Salesforce cam Ms cRmM % Ab veduces the sk & ecreased shorege ® Gienple User \sterface sthok ts well veceived 4 uses % Flesslsly L No meed to costal ony. softoare omd No need to my ony dicences 7 & by > We Gon access fudw” ary Locaben, * Brey Small treladhltes can “also use Salesforce cam because of Low Cask’ 2% row Moictbince ord dow Resk. % Salesforce will have Multi-tedack “Grekitechire Xe Salteforce adds eho features for every release. they ave three pes of Releases 4. Summer Release a. Wister Release a: Sprig Releagebafferect Ruducte of Salesforce: Salesforce con offee evening we weed tinlo a Social Enterprise, 50 we Like never before: woth mo Sefhoore ’ suunnin ard seerg a Lo dronsloee xan Conmect +o cur business Customers and employees or herware to install, We are up ay postive impact en business quickly with Salesforce com. % Force.com—> Force:com ts the clowd platform to automate ard extend the lnusines by delepg the aptbeartor + Radiong —> Ak i the soul média woritoning and engage: cmeat platform. Th. will be vesponsilble for oisten, Arolye and\venage to Conversations with Customes on Public Social voeb 4 Sie Como Deeg ard Pallich websites, soul pages temp.” Shee mith the fest web incre cloud at's 2" uit for arial, so we con easly odd Titer streams focebock Ukes and wore: ef % “Wevoku > Heckug ceo cloud opplicoton platform x a nw “4 of buileivg ad dg ing oh c es rge % Dado corn 3 I deals voit FEDatahose com— Tt us the oly database service wodvely habe cfor social ecterprice GprFachonge > Arpenchorge ts the directo where we Gan the Gaabuilt applications” we Goo dlivedly download the apphicckion [porn the Apenharge ard we com use tt chatter —> At will boost exeployee prodictivdly woth oF privat ard — secure socicl snctwork for Corpy for internal Cormmunicortioniahel Se delefece axles’ 4 Sakefoce Autowation ts an on-demand Management ate cam se ock-of- bow forehonalilf Salesforce Qutowathion includes: * Morkelng Menggement %* Sales Qutomerion 3 Customer Sport: mag enat Costomer Relatinshy-y Marketieg f Grtoration Gastomer suppat: rt Soles ree 4 Koy ht omertion Sileslorce “earkelog oS Z Compan ole Seawch wrorkcheg - Crock MocapmatSekets:— on (ncludes C Cpporkuvil Moragement Account Ca Gishomer Support Moragemert inclides r Case aime 2 §cleckins Moragcenent fe “agg Cases sapstg and delivering solutions Customer portal Sepaipes: a Compope %5 omy, Shanehing preject that wwe wont 40 plan. weap: ord roc! tn Salesforce eads:~ @ Lead ts ong Perse, ogeninactin ar Compeny hak wey be bee interested in our “frcclucts Sometimes leads ave referrect tp > Propects or suspicts. Leads are mot oft Customers Acocks. — An accoust & an o, mization, indivictual or Company tovelved with business such af Customers. Competitors cinal pater) “that wish to tack in Salesforce @ cmtact ts an trdiviclual or influencer associated! voark fo shack “iq galeseforce. Stee he = em oppoctunly with am account “thot yoo is ony potechal aed ee 6eveck (* Saletcleal') 4hat we work de deack io solesfowe Gases’ & cose co a ddloiled descriptor of a customer's fio - ack, pasblem or qpestion sdurhons-- @ sclution is a detailed descvipken of o Gstome tse amd the stesdution of thet ¢ssue- The collection of Ovgacization's selubons Gs Sometimes vefewed to as +h. schon Knowledge base. Fesseacb- Lrccat lest Mebinale of ao WE Can Grete wa Repode:~ Reports are summaries andl ovaly ses of data which vee can display part: smuch vey Dashhconde Bodklanck pe un a readline sropshe gf Corporate. frtelaices ard ke performance wecbeclors. G hashboaral evetal gr f ifferent cho Cov Components “that qothcally display Cus vepo rt doles. Celeder ced ask Qahokes ore lath tasks and ache lender eves: We com define and dsack aclivikes for. way dc Lferent Objects, eke incluckng a accoust Contacls, and leodsa)* A profile is a Gllectow of schicgs and pereiseions nek define how a user access vecods profiles Control a usei's permissions +0. gerforen uA E evect anchor in Salesforce * a prafile Can have croamy Uses but a user Can hove aby one profile Ser" “The peaple whe have axthenti +o lay on > Salesforce successfully user movst be artic o prafle cated Username and password | se Each Salecforce “there ave Awe types of profiles | t standacdd” profiles and : I Ghardord profiles ave prowded with Foree com pee le renamed axdeleted - Custom profiles have the same cfunch: Cg ctanebdprofiles buf car be vamed They Canales peldelebed if there ove no wsers assigned co thew ° (ae Te Manag ¢ profiles click setup and tn the Adminst. CO evan setup Area, click Marage Users —> Profiles .a B) Whe does o prof otra profiles contvel “the Aollowing 4. page doyouts 2 which page layout “the user Sees A> Field Level security : he FL vestutets user's access - 4p vias and edit fields 3. Gaslom Apps. which Standard anal Castor apps the user Can We a: Tabs + which -fobs the user Com View S Record Types: which ecard types ave available ty | the use” 6 login : The bolts and If erdldvesses from which Ve pier Con \e9 \n q Adminishalve, General ond object permissions Obyeck peteniesins :- The Object pereniseions are divided isho too seckions , one for stardad cljects and ancthey for Custom jects Ae perniosion? ave CO’ Read: ‘the Read permission allows users to wine records Of Are object Create: The Create permission permits Read Access and the 7covch ' mmission to Create “the rece Ae the object vecords inthis dyed 40 be read per Bot 1 Bdik permission allows aed ~wodicied Delete: This permission enables user 40 read, edit andl remove ee yacords frow ths chject Deleted records are she Recycle Bin, whee they Gr be undeleted o perm = om estly exoxed. xeoved ty aiis- ae alloo users to wee ard molly all the Sedds of oll pees hyect. oversidiog every athe | secu eneosure ar | * * nicte: Af we av aes EN and erodity all permissione | oh o profile level thee the secorily Controls will nat work, overrides the seourily Contes. these ee Fidd - Level $e gecese “to Vine and edit fields HE Reskaiets users lecs- vestaictve Lidd access sethiogs se oOrertider ony . dh longenke ai \ogosts and seo" Contes which Felds users Can access in related reports, email ond moi aie templates Leds, Wek views, Custom Licks -The following ave the 4ob otkigs ophers Defout ON: AIF we wad a tab to be displayed Defoult SEF! Uf we vant a lab not te appear onthe tab pemel bout sil alloseg @ uses assigned to the profle “the Choice Jo fun the tab back on Dp Jeb Adder’ af oe wart the feb to be hidden without an option fo the user “te tue the fob back om Wel of Shordeel Relea. there ove six(6) ,Slondacd profiles a Syste Ader slater @- Standard User 3 Solubon Moroger 4 Mavkelbing User Ss CSotract ea 6 Read Only ¥ Sharda profiles Carnet be edited tat the Tob oetige hr Stordard profiles ore alioay s ConfuseSuper WSC - Can Cushomine cxcry thing incthe eappbicahon Standard RSET Con Mow, edit ard delete ther oon vr ' ' I I \ econ 1 Solshion Monogr Standerd Deer permiscians + Gin we | published geludons 4 Can wrarage _- ! Categories 1 Monketiog Qser! sland Deer Peemissions + Con import I tendh for the openizahen 1 Conbvact Marge: Standard User permiisine-t can eit I I ! I I | I opprote, actuate ard delet. Contacts Read only com only OS wecade % Eoterprise, Developer cond valimibed System Admini shores | ; 1 Con Create ancunlimited ourmber AF Custom profiles fron Scratch However, the vecommended amet Ere ~ € a Casha” Profiles te & to “Clone” aol ened on cue pe ‘le. i Howes ie ; OE Ret Rae at Rage | % Setsthe bours when users with a particular prafle Con uses the gysten | |ge sets the tp eadvenes from udhich users sith o parked profile con Log te HRA % We conmok delet the user from “the Salesforce: Com we Can deackvale the user, So user Can mot able -fo Lapis 4o solecforce. comProfile: Raat Roshon Tanser Watiath e10 rege see! Youtyshoh chook First way of creating a Profile: Click on the Your Name Setup amination ap Go to Administration Setup > Manage Users ~> Click on Profiles sams) esiGive Profile Name here Pree, Clone Profile 2 ayehmar somo im i Second way of creating a profile: Cloning the existing profile Click on “Clone” link for cloning the profile } Conner Opp Fane Coach Com Seon Pde Rape ca wore wane t 6 revere cine cine ee con Sa Distcone 5) Panama a ante . eet Chemicon, sm Soe Foca se sure 2 icant pp soup ay — oie me oom ANP insane sateAcminstrtion Setup ange te Puasa ot nets » cement 2 Se Cana Clone Profile istration Setup ->Manage Users >Click on Users 5Enter the details in the following page and click on “Save” button New User coe t aly Wonscn-Pee © “1 ri Hern Ss I = . f me a (Egan seman Lee a | Cheer timracemaime [Biecee someone Cet ements a |‘The following screenshot shows the information about the assigning prafile to user New User me oem v(t == see Steen oem =53 *xA pern’ssion set & a Collection gf solicgs ard Permission that give users access sho. Wrious -finctions: The oclhogs anol petmissions in Permission Sel are alto found i profiles bit permissions sets exterd user's functional access usithous choosing sheer profiles % For exomple -to GM Wes acces do a Custom object, ‘ssi + the cereale a Permission set with the vexptieed permissions fo Chet and osegn the permission set to the uses * Wee ever have to chouge pokes, ox Ceate o profile Lora siope use Case. while Uses can henge Sil one. profile, they can have ~mull-) Permission sets. i Rermistion scle incl the following : > Objects and field permssions —> App» Peven'ssions = Oyen class access > Visualforce eye access — System Permissions & The profile will have ma users, AL we SSetens at the profile jevel then alt “profile isill effect. AF we cant 40 give the Pewm'ssions to only one user without chomping the profile then woe have 4o cveale ive any Perm. cthe users ose Gener| { | t I t I ! l ! I J I I I Permission set % amd assign tothe users. Gd g Nola profile bove wrory Users But o user must hove assigred sto the sigle profile * ory Permission sets we can aseign it to Sele user: Creating Permission sets '~ AAA Ne Ge 40 the falling path Your Name Lb setup Ls Adreinishahin setup L, Manage Usere. Ae heck on “Kes” latton 2 Evtey tobel OPE Name’ ced Description of pevinission set: 3 . ° Select Salesforce * as User Ucense to the select the type of HSS ho will Use tres Permission set seclen 4° Click on * Give" Lalor % Select -gtther object and Pad Grp, Gipex class, vP Pegs per — Missions & elect the cect adhich ve veart to GME Feressons TW click on * Eaiit” Gutlen and 9X the stelated Perm'stieng &B click on™ gave” bulton.5h From -the user detail page We Can assign permission sets Yemove @ permision set assignment Ge tothe -follasing path for asgning Permission sets to vse, Click Your Name Lu setup Lb Manage Uses 1, users L 4 Selek the user hich we wardkto assign Permission Set & Inthe Permission set Aseigrmmants nelated Ust, click” Eoik A sa\gernarts © 3: TO assign a permission set, select it rom the Cailable Perenission sets bux and click“ada” “Te remove a permission set aseigomat. select it Lfommthe Enables permission sets lox and click ~Rernove *, butlerPermission Sets: [amination Permission Sets Hap be isPage ‘i Permision Sls > coo | Cralenaw vor = TBIOIEF Sn REN W OLPIOIRISIT UIWIW TRIN? Oh AN 12) Aeon | Pig Sette + 2 bee Wc scat ems Se same Ronin ta Terao Poe Create Sie ay Enter permission set information : - Lose | ont Baise st 1 Rogue mation Aetette yp cr how us pion st “nig is pemision se? Croat he nse has escned wth ose vers AS Geerticeme | Balesorce = ce ‘lick on the permissions from the following screenshot.‘x: Click on Object and Field Permissions Contact Permission sets Permiasion Set Overview sine er weigome saestace Atanerpe Pre Apps Setngs at apn Salesince ap sun se Saes Object ang itd Permissions anaes aps buon Face com Somrsors to acces cop sestecs taaae fousuusece SEU seoclent : ed a” ck on the “Contacts” fom te following screen. 4S” Contact Permission sets mata” enanenanrere i)Contact Permission sets =| me en Poet coe "(Glick on "Eait® button oe best Pemistns : ‘Assigning Permission Sets to Users: Go to the User's details page which we want to, easie ‘and go to the "Permission Set Assignments” related lst. tS ky ie Tapes Dn aya | Anil Reddy « Pea Stannen| Sind | Pikomouiaied | Gadus | alba ‘nunndstastiegyal | Saseacanh | TngPat conte) neste BE User Dea st eee (a) searonyy foe eto ~ Ciao sec sevishvaiatcon otis ue canner sag dey Gamat con fate Permission Set Assignments Taga) Pewiaon a Agony 7 | Novecotts to tania -Anil Reddy ° ° e Nene Click on "Save" button and check in the User's detail page Permission Set Assignments Punsln Sot Asap Halp co Asotin des mana | ce Sx Boragon set sareaa opplicerhin wa aiend Contounes for all of “the objects. esses and services associate} with a qe hugin ese tabs, proc Lscchion % A» wo bs k oop jabs that wok asa unit do prove ed 4 We Com Customize existing app 4o match the wey fo. vsork, or build new opps My rend glandard and Gustore tabs ophonally a Custos lege orl # Soletforce provides” sloodad » Sales * Cal Cocber Lo Marteog / x Community Users can switch behoeen Opps using the opps such as Force -Com app drop-down xnent ol the top ight Caner of every le. There ave tuo0 types Cs applications 4: Custom Opp Q> Servite Cloud CongeteFo rg a Cusilem Aplicerion - path or Creerling a Custom applcchon is Nour saame Ly set up Ls app set up oo Lape Ly - ew" \nutlon: s ep a ALS glee. select the ype Off the applicerbin to create od click on “Next” bulls skep a: AES" Enter @ label for the applicatin, & name, ond a eacriphon omd then click’ the” Next” “te Ex Inatthile pharney «- shea: i select an image +to be fon as the Lega This insoge ts shown inthe upper left BGs To prepare an image for use as an opplicabion Lego. fist fo te the docuroerts dab and click the ew « Check “the Racternally Qeilalle wage . check box at. a name to echify the image and click the Browse ““bullon to locale o file om yeas Computer, click ‘the save loutlen to upload the imogeAL a Custom app ig set as the default f, RELA This seven is efor selecting “the tabs to be included inthe Custom application click onthe “Next” butlen Gvailable tobe Selected tobe Accounts Add Sienc| oe | a [| r |cases ira] | a ame Bee H joe worl oe add the be Jp. your opttinten thes ede the portiadey tabs from the available abs ard click on “Add” awow wmoavle', Hee So thot we con see those tabs in the selectedh tabs skep 5: “This screen shows restuct access to oar opplicten " profiles foe which this Custom 4 profile. choose “the opp will be Wi Oca eee fy this Gestom Opp 3 the default Custer opp ofa profile, mmeoning that new users who have the ae Profile’ will see this Custom app shes They leg io fo the | fig} tiene % We Gan poh -tne, we Cannot make th inveible tor thot profile, % Then click onthe “Save” butlen* After clicking on the “save” butlon . we are return ef 4o toe List af opplicerhins bt tt now Contains Gur news application af we achve our applrartion by selectog i from the List fe tncthe upper wight Comer dvop down, we can see ‘the Ust of tabs hich we have selected befove in the skep 4+ Service cloud Consde- The service cloud censde ‘ deswyned ce a in fst paced environments who need to find updote acd Create vecoch in salerfore quickly ® “The sBlecfoite sewtiee cloud Console dkeplays all the vecods os tabs . 60 thal Users Can auickly fed pedals and create jxeéodls on One screen. prima Hob displays the rain vecorl to vsock: lik on, Ukeian accouct sublots dhisplay velobed records Uke cases ov Contacts om an acoudk.PDFaid.com ‘Apps: [Apps wnat O pps agro o's that woke asa Unto prove tony Uses can stich betcen opp sing the Frc cam app un mo a [re teera comer every pane can cutoizeeestagsrpst0 meh Ne Way You Wak, bald Nee pps by aouPng Sancta custom at sowtoa se aiprenmcrmne automaton eat Spon oven pt coos sper es nn mt ss nee sca cy cosa A Ginette gore Fon | a ‘ome Chat Campsigne Leb ins _Contcm _Opporcines Formasts Contac Canes Sokoms Proguets Reports _Dastinans Saame A Fosccontom EPS Sree el - = ‘System I seuss veto) SEE neeNew Custom App Fin te els ta dene Ine evetam ape custom App information septate | Taner ange retoce Prarewace, eotoce optics | Fanepen rr) New Custom App cea {Gtr tes a cutom app ogo must 6a fit tan 20K (Fr conparson ie satire con ego about 3K) Toupoad an mane | (0 cecres demesne eat np nr an amin fo ps woe) pe‘chong ho abso nia ths cue eee aecaunis apa Coad Cppatuiias Proauets Ropar. Salibons Pate consce ‘eos ‘ncwers Prone People croup ‘wsble inthe Force.com AppE xchange men. You ay. Spot hs custom app este fut coer abo roto, meaning al new users who have he petit ‘See tis aston app when thoy og inf ste @ teasononsisvtes te a ofl, ten you canot malo tsb fr ‘hat poi. dob th Vsti Dotaut checiboves wie ‘eta comin) ‘Castor: Mlasatng Pome et pe oe Gelert ten foc*customer Paral nage Stancars a or (Choos he use profesor which Wis eustom app wi beThere are standard and custom apps that are accessed using the App menu located at the top-right of the Salesforce page as shown in the following screenshot: {force ae HESbeds “There ave cwo types of objects \ shandard objects 8: Custom objects F Objects ave databose tobles Ahab ollne us te store daa specie jp organization i salesforce com Shondard Oljede “The ckyecls provided by galecfce com ts called stadded oljedt Accounts Compan’ Contracts Contacts casts Forecasts Opportunities ‘solucions Users heads So Regorts Tees S Answers i Products : Pashboards | Gashoor “Odrects' - “Castor objects are “the heat of arg opplicoan | ; ; ' : Gaston Objeds provide a shuchwe fy stoong cok * Castors Oljects ave properties such ac: % Castorn feelds % Relahimdip to othe objects x Page Layouts * A Guslom user icterface tab(ortional) |Stechng Gaston ect: the ‘pllowing procedure woe have to follove fe creating a Gastoen olyect Click on your name L set up L pp Setup L Create | L | Objects | click tn” al Salon cbject™ button Gore dobel (I plural dae I | object; Nowe TI Recor) dome A ets acocdng fo the Dab type have selected below, the Record Name veil work we. Text Guto Number L¥ Allow Report lf we check this checkbox, ag forward we we Gn Create Reporks for thre object -® Allow Gchvibies (V1 —> Af we check dive ch bow Ee oe 1 che vig Checkh we Con crecte achnidies for the ject P New Task @chvidies — > New EVENT \ Track Field Histo TH] Af we check this checkbor woe Con ~eenck get “heck every Chacge wade +o folds ta vecords for a table * we Gn track upto go elols ‘for & Object - Sn Development © > cif 8a Check his checkhow, develapmact oly completed las sata’ -teskog Deployed @ = cafwe check this checkhor bath dewdapat | ont ech cotlated amd nt scaly fe delay ido the prédlchon eevivon ment % the Adllosieg options are available only shen a Custer object is fest Created fF add notes and Gltadmneds related list Kaunch New Custom ‘Tab voszoudl Castor object 1 Click on bition, Ofer 200 tsNae AY we cloesnet check -the opin callled aeuinch New Custom Tab wizad from albove step, the object will save without tab appearance Se have -by create tab ope fr this ozject AY we check the ophion thea “the objecl will eave and deb vill Created and appeared 244 very dab serves asthe starting point for views » edktting and ectevieg information for a pocbulor object. when we click a fob ok the top of the page, the Correapending homepage efor the object appears Castor Tabs: — @ Gaslom dob is a user ie eeface Component es Creale to display Gastom dhect data ov ther web} Gactent embedded inthe application. There ave so Aypes of Guster tabs: Gaston object eck Tabs: - % s athe dele of our Custom object in a user idderdace tab woeb ‘Tabs'~ peepley any eterael och based applecton or web rege faa user interface solo # Custom’ “abs yt have a Tab style (color Scheme and | scam) Speetierse tgbs :- Allo us to embed ve 0g Note: News Castem Tabs exterd Salesforce - Cam foncbinally ox to bald ven appltaken fanchonail. 1s | |for Crechag a Tob:- eae ac Your Name —> setup —> Elpp setup > Create —> Tabs Click onthe” New bullon Inthe object drop dowe list, Select the object * click en the fab dyle lookup Zen by Launch the tab style | Selection. a click onthe “Next” ballon, heve “the we have te add cet she mew Custer tab for the ovoila bill 4p a user: for vhich the new Gastom tab will be “available, | | % Click On the “Nea” button, heregi choose ane Cashoen opps | ® Click on “Save” bitloo . ordObjects: ‘Custom Objects poorer) ten armen ant er macintosh ni System vee ‘vm nr Yuan ese sexes am ec dog Ba reas Sp i i i | i f : iNew Custom Object ‘Custom object Detinition Eait Sue Sou Bow cancel {Custom Objeet Information 1 Recor anton ‘Ts sng a plral bls te ceo es, age touts. ena rapons Yel foetomer ‘ample: Account ‘The oujer noe ced non efeteneng eae vi the AP er |Customer Example: Recount Destino» Ths aja used or eter te cao dels Ee ay Contest Senate Help Open he stand Saltire cam Heb, non me Enter Record Nome Label and Format of ‘a Record Name spears pape os, Ky Ss, 6, ups, and sac esuts. For ramps, te Recor ame oc Account “Account Ye" andor Case ie Case Nero a tw Recta aye cae Nae en erence ia te AP Recor Rome [Customer Name < () Example: Account Mame owt [Feat Optional Features 1 Ao Reports a; Aw Atti Teak Fee ory ‘Object Creation Options (Avaliable only when custom objects fist created) {Ades an tacments ate 0 et Page LyoAt |g Kuner New Custom Tab ead ae sing tis cust objectIfthe “Launch New Custom Tab Wizatd after saving this custom object" is checked while creating the object, then after clicking on the save button, Enter the details for the tab. ‘The following sereenshots gives the creation of the tab for an object o he : a e | ‘hoos8 Ba csc jet fs ne asl Fit omer des ses ay ete pee cate nasa dia Sie Juste = woe Ream: 1 tesa sho Pae Canes a eae page aur con ab on wsomtt Nene Z treason - . New Custom Object Tab ot) © sop oe an vy a ties Bao © papa trata bay oe poest oso bbe aaa You ay ui kana ese Hey of bs fo tne Peon ’ cancer rot cent op Yume atone Paster a Steen a Saataca cater a eure & crs # © open tbo ses ose person cso: & io a y Sr &Y Oo ny as ‘—-- eee er eee ree HY * 8 defoult fo evey custom object | 4 four fide ove Created those ave 4. Created y oy lth Adds are used -for & chest Modified 8 J audit fields 3 Owner 4 Record Name Feld Creotion ~ “te wa Gadd we Uke 0 dotobae’ cum, Object frelde shore the data for cur object dDpath for Crearbeg Gields for Cast oon filed — Your Name ie set up pp setup Ls Geale L Objects Ls click on Any Objeck Go +o the Castors, Felk 2 Raerhion shipe secinn cy click SpS* New” bulton save the record Ex xz @ gre!) com ny @ abc:com vit) Namber: Allows users 4o enter ony snureber seoding Zevee are removed. 4 its for dé + obits for decimal place Allows users tp eater Percedtoge nucher ERT we enter” so’ as a id value tt artoratcally | odds tne percead 8igo to the umber (sor) expo phone + Allows users-to enter on Sefornats it a ° iss sawerbey AH we ecter fell Value Fosa7Saig. then it automedical formate iL on Gos) ays- 1414. 4 Phone snumlber Abra~ Aillows uses to Select a Value from a list we define # The Mori mus Neng A the teat Values i Game Cr0 Characters, ® Ve can give mar vt 300 Pitblah vabuer. we xi) picklist(multi- select): - The picklsk Crrult-select 3 Feld allows uses to Choose more thas one pickbst vole fron a set of pre ~defined tent Valves % “The Montini length of the eat salves ‘2 tay chovocles ¥ After saving a veto tte) dela vs stored a9 text with Seni colons which ave used +o sepals dhe individual prcklist vplyet x) Tork: Aa The Text. Red allows uses fo exter ow Combicatin of al phanur Be chovactess S Aloe users fo enter ory Comboinerhion of lelters and num. ~ bers La The Mozirnum leagth $f the tert veluc is case chmaclens The Text Gree field ollowe users 0 enter J Choractes on separate lines 3Bry eat area Volue i gs Charactere *® The Matimurm \ergh of + on the separati lines xiv) Text exea (ong) S The Teak Areal korg) provider Lov “the dovge of upto BL, 16@ characters thot display on Separate Lines similar to a text Grea field Ths date ype is not awsilable oe ockiiher o products on Oppocturisties %, % Brey tere oe press Entec oc\sithin a long text oveafidd a Line break, ard a velacss vdliteitten characker ave edded to pe Couct form the 3% 68 the tect. These two cha choracter sei ) Jeak Grea C AK AN RSE the Ted Aveo (Rich) dete lyre prowihes allows the users so edter of Feat volte with formatted and add wages and * Licks “Upto sr 16e characters we Can enter on separal Lines: Abo dlowe the users to ude, vedo, bdd italicize, underlie shuke-od add a bypestick upload oy Lik toon sage. Th ts ee -mauimuc size foe uploaded mages i IMB and only, GIF, PEG and PNG files tyres are Guppoitec. arae Allows uses to eater ony Con poees f elles and sunbers and store then to ccnp oven The madimunn leegth of “the ext Value is ass choracters For erceaptel teat we Can set @ wanirnn el of upto tts Characters mevity ORL: 7 Allows users to exter any wala voebsite addrece vahen users chick on ‘the -feld Value ty the detail page. the ORE ill open in a sepavale lovewser“voirclow +0 show the web ‘ rae % The veL field can store “vipl ass chacles. Hooeer only the fret 50 charactes ove desplayed on tthe Yecord detail racestep Esterthe details 1) Give the Field label sith meaningful name, Does be we click tab. then Gidld Name will be auttomalhcally populates from ‘the lobe his used do refer ‘the fil in-Gper Cede, forma fields, amd Vahidahion sules % Force. Corn apperds the Fidd Name with = erecta: it fom standard fidds HAs good prichee to gues clescriphon for the feld which describes abo the puspose of using that ted vine" to eff. At & possible to add\Cfidd level help oa custom Geld to prowdle tomate fo vse on howto use “holm Seed ; AUF woe provide ‘a help teak for fidd help teat will be disloged once He mouse moves over the (con containieg tthe ether » step a.- Fatal Fidd-leveh secrnity vk Select the profiles Ao which ve vat to grad echt . Gecors to this Geld via fide evel security the field ill be Widder foom all profes sae if we de cot odd ia \evel securely: 37——— step 4:- AA Add +o rye dlayouls # Select the pegs leyoits het should tadude this field “the field vill be added as the lost fild in tre fest @ = Coburn sechin of these page layed ¥ the field will nck oppeos om any pages Yf we dow vot select a layout % To chage the Wnote of the fidd on the pope we Wl need to Cusheize the prye lagont Clik on Gave ball do create: a fidld succer - fully % Click on “Sve 2 New" bulton to ceeati a more Custom SidesAeporact poids poids abot Castor fields - % changing the datatype of ewsleg Gislon Fidds vs possible but dloigg so way cause cto a % Delebng a Custom field vemoves bath the data and ~ihe eld. + Gaston Lede ore stored br 45 clays after clelehon ® chooging the daa Ayre of cushy custom fell Ga Course dita los to the folomig situcthons 9 chooging -t0 or Anore Dele. cov Dale rime » charging to Number few ay ather type 8) Changing to escent fr ony dhe: ype wy) changing h Currency fren on} ther Ayre y) “Ok fiero vel ~Select) fromm oy pe except Picklist- vy chet Fron EGuto Number to ong they “ype vi icheoging Ao Gut Number fram any “ype except eat : 9 chang fre “Test Chrea ng) do oy tyre except Email, phone, Text Texk Grea, or ORL AH dota is lost. ony Usk view lased onthe Custom fielel will be deleted, anol astigrmast andl escalehon sules omy be affectedFields: For Standard Objects, click on Your Name > Setup App Setup —> Select the appropriate abject --> Click on Fields ~ In the Custom Fields & Relationships section, click on the New button For Custom Objects, click on Your Name —> Setup ‘App Setup —>Create --> Click on Objects > click on any object name Inthe Custom Fields & Relationships section, click on the New button “Recount Ev ao ise, Fou Deon ‘ot hte Fh bn sein Fatal 01s cuts n Camino) Maite eatin comm cut RE For) sean vv 9012 802 fata ele ale te ent ‘ous roma A os tema verte oe sntsisa 727012102870 sep Sar conn rons can aaa 114 os came wemyea_é aw) sous ant 4ct onoa\Retie Caney Cuore Pe ‘oaaenmsiaz1 817 at jot fond vee fee sey 200019 288 est De No_ot Contacts_s { Mimber(10,0) Ant Reasy 282012 581 PA “pano0 smsrcten_# men 0) sotsay e208 817 ota sete Pan nor ‘Pray. fepen_6, Pet nua 2072008 1.201 “tioai ue Ruarigins fcr Sane) ret perenne ato samen Sar op eae nuns semne2sirt aio seit meee ets) seta, sacst2 87 en a Seay ype esto at cast fl ata Dwatyee AS = Rea seo ate on © to ihe ‘tenes mb ten ny ta eine, Tent ty 2 edi ‘can etn cine etm epee d e evmee tne isn nomen ay es ee tian numa ra tr a 0 tp Ration Creates a retina that inks ths cbyect fo anther object The relationship etd ass users to Ck on a Yok, ok ‘cates she fu popup Tester cia soe eh aes Da,© ane © prea pa sec Ores © tertame © ret ae onal © sexes en © tes emnrte) ‘Gets aps pe pare rap RnB eT he GR a a Oe “reset tet rl 9 ea leas opt ee eee es ssl SUN Sea ena na ote wrote ne Ateneo: cg leno en nt hme wot nat Ate a sm tn noe vented? se oe ent ang ne fe se nn ete my enn nan sasowmmennt unin woe same un wate gS ern se Ame com in hg ie bem et sag icone sr i ba ye ‘Atos se ee ay bd was, When ecko fe all, URL i pri ga sowacrne pute an rue rat om aca oh i feel ety THE tbe son am ats 09 90488 Fetter Sueno Pie Vite caton cape ate a Fre com-Fes Use a n Narain user a? peso L bw e Eee an . eo | Som teow) cee Lil sence asin nt st ca ne ft We en 2st cn te ea, The scopes ranypent dora "echng ean ln po cna gee ara Portree, a Canaite Layo y| a Object adiabionships Con be set on bath standard and cuss Objects ard are wed fo defme hoo veeorels in one chect stelates lo necords in andther object Ex Accourts Con hove a one —tormery veloborship sith Opportunthes oma these xelohonships ove preseiled inthe appbenten os aclated (isl * Glesforce prowwed the Pioweg lyre: of aebohonsh'pe i) lack up Rebehonship i) Moster- Detail Relationship, Wy Man Prony Relahanshy w) Hjerorchical elirhonshsp “he differences boehweeait the lockup aed Moster-Pelail aeloh - onships are dookup Belelondlip moster- Detail Relationship % We Can Geale AS lockup % Wwe Gan Create g Moster- rtelarkonships Se both - Detail Stelationshps for Stondard, and Custom objects Gustorn Objects a ~ selodionship Cnbe % Mader-Delall aieladionship con} Gréitled if reco abv be created if vecords ale er “TOS “a xf we deleles the prea record, then childs will nok se1s AL we delete the paved read, then childs yoill be obet deleted curborratically a Cphonal * Mordoboy % The Qoreichp ard the ge The ownership and the sori ) Shaving f a child recon of Gall, vecordd ave detereninad ave aot delermined by the yr fern ween Parent record Shee te est dleokep Ralinehyps = % Create a field with -the dba ype as dookup Relatimnehi | on Gecoust Object % Reloted -to solutons (cts 05 a parect chject) % fier cogplelig oll the sheps the Accouts Ore the weloked het “'soluhions. \ ® Were iae can Create “this velehimship if account reese | abedly euste. Now, Delle the solution vecorcle then check ‘the accoute , ‘quscctated with the soluben. e Result will be # the accout records will mot delete 34“PoFald.com AS i Note: we Gin Creole M-p selahorship onthe Custom Objects erly . woe can act create om skrdord objects ) Ceate a Lteld with the dota lyre 0s Master-Delol om any Custom obiect (Ex: Customer) ) Give ctelated +o cases ( Cases will act as Masker object J tty “This field will vot be Create yshen Customer ecards eutsts ivy adter Setieg “the Creesbing tthe Lid the Customers are the stetoted Lk of Gases. YW) Create a one case vecoil” and also Create’ Customer vecords for ret Case, viy Delete the case vector then check ushelher the Gust- cewer'a recor em S) deleted ov. not CResult gill be Customer records will be deleted autowerhcally Mey Relais: @ memy—to- mony selahiondip allo each record fore ject to be Liked to nulbiple records fiom andthe Obect and vice-versa% vores modeling a mary le many acloberdips we use a T Junchion object” to Gamect the hwo objects we wont to sielole +o each other Jesnction Obect:- A Castor object with wo master-detail otelorkenships Using a Castom junction check, we Con model a. Mang. to- Moy aeledion chp uehween -fwo objects mim Tuchon obec, Mey : ny Ci Mp) iss . he oukentonbe! C1 mp) 3 Sao fe: Rei Cele a Cadlom obect called " Bug GiseEsociin! ty) For ohove Coston object relotionshis & pipe. Fister lols leeereels choose steloted +p as Creoke 400 macter- detail * Case” ivy \ohile creating second -mastercleto'l aelotinship, choose gy elated to os “Bug” Cauctom cbjee ete °G Coustorm object ) V e ) Be Crecteng are * Bapcrce pioctrtin’ seco “there we have to ed valued for poo master -cletail field. From ths we sy thet, we are Creerhing a rena -to-rrom one masterdetail aelahanchp |: ¢ "a tt pale the Bugcase Aatocichors” Custom Object Turchom clyect called Hteenchical Relohondip- Glllows uses Jo click a lockup icon and select arslher user from a pop up- List Ths ype of steledionship % a sproal lockup steleckemship avail lable only forthe user Obect- cH allows users ho develipers fo create o Marager field onthe user object to aelale ondther user : hie stelahonship will acts asia” Sef aelerhooships Ez we Af we want Ho link @ Gash olect called “ey” ath Heelf to shes how hwo efferent lougs ere wteloted fo “the gerne problem.‘The following screenshots shows the creation of the relationships between the two objects. ‘Sessa ara am nana apc satrap Te lane a aloe veoh ea {cuted vata nape rte sar eel ese ibe ne Cente sei on ae chi ti Bee ne Oe Oe a sa je fare naar} shew _ 1 Diesen oth staan eld a nen a2 charges 5 sont an ahs laa aco ernie ne ase 08 Uno ser faiostim ase acerd atacry ae {Yenc comp sana esos mast ecact sumae h tal esece Thera as atv ua Kon lech cone sll nah fe py tt Tema ca a am ee" Annie Lad Accents conta SOP recast Corrs Gases Selidons Produce Rapes ¢ cotmnt = wot on i yj meta New Relationship Sorbet susten j Contact |icage ‘pester Posen Enpyaent bets a oe | ob Apeaton ob Ate See ete SY eS i «nro tionship atta etna aySenta mi yi | stam ove Persona Soup © mano inomsona ) -: 4 * a reed only Gield thot dewes value 4rom a forenihe enpredsion we defice. The Foreda fad is updated when ony of the source fide charge % Supporled on slandaide and Castor objects % Con nefererce sandnd, Aiton o cher fornia fells (Tren xefercace fields ave Called rege fidds * Con seferenie felds on aclated checs ® Number of Charactex we can exter (s 3900 (space wil) Jo one Cchowcter) - * The formula Compile copay ’s 4.000 Characters Bulldieg Eemales'- Omsider the following steps to Creal a hermula feld, D Choose “the forasila ‘dala type S choose the\ dole type for the formula lbased on the output A the, Coléslerbon & Eater the number of decimal places " for Carrs ne or percect chlo “types a formula stesull can be of only 6 “types Gurreccy —> Galodotes a dollar or other Cavey moar ard autometically formal the fill as a Carr amnourt: “”d Dole —» calalete a dote.Dalene > Coledate a dale Hime, for enacple, by ode awunber of hows oy lays +o ardther dato Hime Number 5 calalale a numeric value Percent > alalale o percert ond outomatically add “the percent Sngn cto the curler Tent 3 Creal teat shy, for exemple, by Comelocg Gther text fields ity Clide “Neat” -to disploy ‘the fom Creshon screen. Basic forwla ‘ | Gelect the Steeple Formiba tab choose the field “Ayre | in ane Seleck Fdd Type dxéprdoon Usl, ancl choose one | i Aides Usted tn thy ,Trset Field dovop - door Lek | “To inset om opecctte, Choose the oppopriale oper icon Grom “the “Insert Speretr’ clsep ~dlnen Usk 6 forma fecclure és quis steetarchedl ‘and we car create more Compliated ‘formas sah by celeolig she ‘Advorced Forma tab gitthe Ths feb, cbs on “Inset Fil Chee 0 eld “thn chick on Nosed” ° 4 click cheb. Syren fy cheb ew orm chy exwa. anvale Cryry, 1m 00)'- Used ty dich Dah 19 ‘monte, Day, ear Fownst Date vabur »- vsed te Atay the deb on Ste, Ya impudh Ganbe Esper bo Text. Dat. [Time ved th didn pats {Hime gmp o has Scien € thy opi canbe fete, Esper, ted ae Day ested day hom dat. fet) romtle: Calc ran, wom cali Tell ee: ‘Extracts yer worn dat tel) % Or will duty apevat dale: ous): it wil Acton revert dali with, time. © Begin: Syn: - Beginttert, Compareteit) checks it tet begins wih — geatied Chaeder on tue valiems True TMT Wedd otherwise “Elem acGrtoins:- Syytlonn: codainetted , Compare tat) cheebs at tbat corbine Secttiey chmvacleys, ard rdions poe Tht leer, otherwise, vlums Facse Find : - Syrian ~ tnd (Search led, {Skat mons) ) Raum; The retin of the Sard Fest Sling in det ‘Wicludes « - Splan:- tdadeaCmattisdad patid hell, fed ew) Weinines “th amy alia Seeded ine milf cel) Picolst Fey Evelsa tet lew) cfs Speity Spe VAL:- Se Syrba:- icpidevapicote| hel, ted) _Hew) ches uhelhes the val oka idl elds eau) fra Sh © Verad terre : Gyn: leested , umber chars) *Retiims “the Spetried Miley ot chachs beth, Sha cha Shiny dem et St. Syphon = RGNT Cleat, Mnber chars) Retains The 46 Secific) thmbey of chrecls tam thyReap. Sed of a Sting oom “ight Side Mip:- Gyan ruled, che anon, tam choy) PRelumns “he — draacles oon thy mde of a fet dig “entoned Ae characters, rein th Shab het. Len s- Rylan: Lenttedd Riis the moe dowden na Mat hing power a Stan. Lowered), Comer, al) ‘Abs Sin th, value ty lw Cue Upper: ye yn cbjpen hed) Comers at \elles in tly, vwlne be Uppy eee eo roy Syl Upra ted, Paring bree Pad ching) Red tt let ide of tly wabue sity Spaes or“tly «opto Pod Shing Gy ay Rpap Cert, ‘Poathng -eralle Rea ching). Rd the Ratt gle of Thy wabue sath Graces oy “The opting) “Pad ching. “oGylen- GobsHitiab led , old-led\, ot iy Sister neocbit fe olted ina. ‘hd Teati- ~ fou: Feri Qalue) ae wale ty Medd 69 Seda “hy Te. Sythe: FramUeat> Remy al\ Ses deena deat shing ae Aux Bite te, Mires, os rate fain ABS! Cf Ht: ABS Crumbes J alums AW eb Sob abu dea came murnbev vitlyvad Sgn Celt - 0 Raye Cejung (numbey) Fewds a womber to the nen) nb Srl eaglerwintey) Phos “e wied te dy daca Om ue by Eloog- : Sines FLoor( nunbes) ae! | I ! I I | I | I I 1 I I l ! 1 | I l l | l I I ! ~ Ramds a rye) toon, Fowends Lew je neonest ‘wlege ‘eglank- Gplen- \sBlanie Caprertin) Chetbs whether an EapPrecyyn 1S blane oh roburny TRE Fal - LN Sila. Launurb=r) Retin ha, vated) logartthay of a mtg Los Re syrtan. 1-06 Goumbe,) Relies the Yate 10 boa ob w We Crom, iin, amg...) Panny the jeeded hall tambon Sie: AY Worm, squm, HUIS - --) Peloons: Whe Neat of all wrrhex Poms” Sautboa: Romd|snumber, mun - diets) / Rome q vik ta Sfecitied smb dup Synten: SeRT Crumbs) Eins ee othe Lyme ved ho money. 44yey Syytlon:. Apologies logics. ----) : ib all logics axe sve sh unl veliem Frue ohewise eebiuans dale. ° oR Syren: oe Unger, loaica 5588) yb amy one logic tye Wb will ychusn hue, a\\ logis ave dale t wilh nétuv dale. CARE: gyrton: CARE LEARrC REE, wales, “esti? { janes tepals, ely) Naduess_egutts9 chabs an expiring Bin MS” Sees of values Tk te, epic — Cowpas eave to ony value ly ~ wesut 1s taiumed « Vb at as md Saugy vales, Yh eke result 15 tehinmed. Contes pordi ty ayy of the, te Cy “darian: F Clogical-Aed Golue thao, Vaba- V1 Fale) chetes whether Gordity 1S Tue, velGans One Oe Gwe awd amolhes wala tolee. Syrtan. ignore (Capreretan) ee ees TWRECon FALSE: , o amd velamsSNomBERs- Sylow \grompce ex) _ Rela, Tee it te tod vale eo rule; , diheywite “tf setuens dase NOT. Eyilan.- noi Clog} cold changes dole ty ‘Troe © TRE tb dake NUULNAW € *- Syntow. snllvolid Coperca, Endoh aaa checks odhahey Eeapessem Ns nu ad vr al a : ye n Sibdhtak -expeewal “ir iN, vy expec retains ba, Oana eprom adFormula Fields: Data Type Seon ae Ba ‘aon lat esta tm afl aeesn ye fn Te rm tip uh yo Devoe chan, Forma Return Type oo © Oausting & Humbe © Pacont [Tota Aint Reverue Fletetne [Total Amul Revend ia at cn on arate oma le scart Evang (Ot Sora is epee Sn ane nh Divan he oper, dha unctons Example: (Fan ‘imple sma one om gta gc yt to choc or ears. Cck he Advanced Forma stat isecane meno me goes cen Wmv sea Te ou Eh on peas eae conn anagee 5 ‘ case Haven ete 2 v ‘own sos Prats . ‘ ‘aon supon re “ sone Fal ange: Con v ‘cusoner Fort Nonge sero “ at Parser ae “ Fld abel Tt Aral Revenee Fama a Ar Reverse. esriston tucton pan tte wel ect tnt sn epg ya aa Smee ‘eee stato ey a naa Fats Page Lavout ere ih a RBS 2 Aceatetinune Reap lad tat a fetta ‘nen id love evo ces nr on te, re See yout ine sate eae ye.Roll - vp Sunny Fidds- A vead only field that dieplays “the sum, wisinnam, ov moti value f a fila tn @ stelated Ust onthe record Count of all recorch Usted in o velohed ust ¥ This ts only eoolle for Master Detail Relationship that fo for Master object vhs Ee Thee are hwo objeds x and Y. and we ber must have Master detail Relotenship bho X ard Y inorder to Creater the Rollup Surmeny dd. Suppose lets take x ~ meihed Y -x\child % The Robl-up Suna dole type will be enable om ely X (roster) object-This ts because We Can Create Rolle “op Sumomery oo Riser - object R® we need +o select Summarized Cbyect Cchild object) % There & ansophim +o inclde all secords inthe stoll- up oa just SteCords that meet cerkain criteria # ON Ro Wd a the ee, cay ay of Achaia o Roll -up Seomercny fidd is, tk is we +o autowatically oun the Summarized values of the ( Galeted records: Ty's canbe a record Cout f nelited records of 0 Calalation the sum, minimum, 0% mnartimum Value 6 Af tne melated mecorcs. bv > -*® tell tht cgay Me delai) ede secovhy cbt can aboutshegs for Grego a Ballo up summary cells step Choose the Rall up Surmmey field tyre on on Mosher object ard chick on” leat” ballon sep es Rater ald tobe ord ony cher bites cle “neat skp s: Select the object onthe detail side of a Master-delail sielodionship. This object Contains the stecords we vaort to Summ aw ze # After thot select the Rollup ype Thee Rell-up type tetera ¢ he Colculeln to be peefomed | omitne child aecos ord thé ifield of the cut object to perform ik on. A Tyee oF Bolbyp ape: EOWNT | ~ “This rfachion gies the Atal murder of mtelated mrecords. & SoMotth Rok fonction cteplogs athe otal Values inthe field we SeléE in the “Feld 4o aegrege™ option Only Number, Cerrone | ard perced fide are available MIN = Ths funchin des ) : choose the pee Hoyos that disloy tre field his fell Feld is added ds the (act fidd to “he fics ho ~celoen section onthe chee dayet «clk “gad to ieseh (on) Save @ slew" “fo Creeks more cuustern fields Note. Ralup Siren elds wall oct be wisible on Edit i bat voll be delayed on Detoil page because bs veod- only fad. {moms errr er rr KH 7 Ereonle fe Ralop Sevomny fel = % Create the chject called “Tings % Greate “the chject called > shudests" ¥ Create a "Mader pelail Relalionship on the students object acd Related -bo Wainigs ® After Creation f all above, The sherds arethe stelatea! Ust of Tatnigs Can a “hosing vecard, we Can Creale wong students) % Greate the” shidect Fee’ Fidld on the shudeat chect with @ delotipe called “Gamers * Now Geatt a Halla Semrony ud onthe Troiniog chet Ripe to be flowed steps: A> Select the *Relt~up Surneany loko ype steps: RL: Biter the de Field Label | as Total Number of stdeds" ste 3 < Select the funchin ter * Count” tect as Glades’, and dick on * Meet! steps: Exboblzh field. level seewily steps: add to layout page 5. Result uy RES Qod Summarized lo the Tasnings detail Poge. the Court of shudects will ac tb on “tela lumber of shiclents’ fold ond th is Sead only: seT ot Sl sh 5a og ree Shaded Fee} et 5000 { 1d ee * Gea a Rell up Sarre eld on the Troinegs object with a Summarized ckjeck as *ehelecte and funchon “Sum? ard select “shudedl Fee ae Areld 40 aggregate C Result: the Sum f shudest Fee of all the shud ente for that resrring ysl digilay on Training's detoil page Cee * Greate a Roll YP Sommony fed \n the pein aeeee 4 above and select ‘the Laschon called Sull.s CResult: the Manin Eee arerg all the shedents fy thal frouininy will dis oy on Training's detail Pye =. ooo * Creake a Rell tip cavoerny field Gilad “Minton Fee’ “the tongs Shjeck os above and select -the Lunchon called ~ MIN” CResilt. the minienun Fee amerg all the shdeats be heating will deploy in “Minienun Fee” -feld on Toinlogs 6 deter! page = 4000 -Rollup Summary Fields: Speci 9928 ot tra Dots Toe athe custom fel eotan Seon ata oe alo ser unated cases ht se el fo i Tmo 2 ly ta casi nator ya eos Th ara li pe en yo ‘aso fa i stop 7 her the tale = Deron pte dba Ta ub OF Con Feinnane [FetaNunbe ory Cenoes (tess) oveselect Object to Summarize sess erase Sari Ge [Sippel © Select Rep Woe cont um Festoazzegsie Amount : Fitercrtera ‘ny ecards moning crn crore emo. be oan canton ‘Step & Enablanjaever secure, fino { [Proaw fot) cance wm pe Asp sumey Ac ‘Sete pois to wich you mart grat ect 6h loi ld et seve secu, Tne el wi be tien om pas you dot ae secteve ecu - Filet Sey bre vie Renny cone nager ru a “ umerctanetngerate (SS a ¥ cum saeserne SN a * of_Sehet he 9 oe al has ces et Th el base a ret oppent ary age ou a see 3350 Jainmetiss-lurn scien tat pane js The ei to change een ts te ane pap. you wi ee custome ne page neu a econ cee) Lye " ecu aes) Layut Acco Span aye, seco yk ‘amen tes, ee Soe Bw create mae cst sof eke Save you are cone exe) woThe value choosen sh ‘the Contaulling fd affets “the Values available inthe depended field ¥ G depecdlect field woaks i Cerjarcton usith a Conbualling field 4o filer hk values © Cacho pickbst fields can be Corbselling or depeodedt ® stardad pickled fells Gon only be contrelling % we can set defult value for Colling feld bt nob ba clependest picktich ; * Mulli-select pikleti can | Cortoudling freld. ; #% Make sure cntadleg fell exist on ory Pes layot hat Contains their aXiouted dependent pickle udhes the Contalling Fidd is nok on thes some poge lar the depeatnt pitta shows no available Vales, ARCA dependest picket es required and no Value ure available fox it based om the Contrealling field volue, users Gn Save’ the stecord thot eatering a value. the vecore 'S ove with mo value fon thot field. FH The maricwm mumber of Values allowed in a Controlling SS fold is 300. % Field Kevel secunks sethin a : dlependedt preklst 1 ter cob fal) on picklist are Conpletely akeperctent- Remember -to hite fom Cdeperdect picklst bi notDeco ' Le \ \ s whenever th Conelatig depeodent pickleds ts contnolbieg fe Indes Bethe path fr Croley a depadect pst . Fee stand objects, click Your lame { eae Customize \ Select 44, eppropriale beck do; click=’om * prelds” Goto castor field 2 al Relationships amd clik'on * Feld Dependleceies” J click om New" bydlon 4 sélect Conlnolling Exld and Depend eat ets and Selick on “Continue” toatton Renin chest isc esas setup —> Create > objects < and} Select ome of the Custom object Go to “Gastern frelde’ g Relationships’ ond Click on * Freld Dependacies’ button. Alepercteck Feld AR we Select Neklete behoeen ‘onversil ” ‘~. Ov, Thea only few Nelues(c@it VAsavr | Mit’) we can select fuer cleperdict field | ou SP INTD Ku dagagjura | CBtT, TBIT ser Svs vas. “ae eae vec w Here we Can set the cAefarutt volue fy vniverst” petlist eld tuk mot for “college” pucklat fie The maninen number of values allowed to a Coley field ( bewversity ) % 300 4Dependent Fields: Go to the Custom Fields & Relationships section for standard object and custom object. Click on "Field Dependencies” button ‘Account Custom Fieids & Relatonshi eon ete Pham Days Conlin Feld Medited y ae ecco 68 sees ese dare aulRean (ya7012 42041 apace see est Rasy 612008 297A ts aos oe Anziim, 22012 tosseu Sorat amen) ane Pest ani Raaay 26122011. 10AN wien Forma Gwin cons tokens Prats Rapa @ > Account Field Dependencies Ca co “erento nen a jt re ovr et a a _ New Field Dependency ‘ Toa ‘Croat a dependent reltionstip thal causes the values ek or mt sect pcs tobe dynamical ered based onthe vale sxace by tho user nether fi. N to et re eis aoe contig fl Stn oncom checone alc wih teat ne andes hn 200 sates an be cooky bs ees “the oti vs ed cate eeepc al Cie lame pecan est kt Step 1. Slt a contig elon dade! at. ick Conte when Ese step2 one ong p90, ct ir ies ha cont he vais th opal edeencet es fr e0c vai fa contain et emer RS mnEdit Field Dependency oth te natag Cuvee ei? Couy + Double kon a al tgp shy eine Canton Fe ave crn he cok 1 Toston me els once. suns evel car ane hen hh ne cs Vata: e Es coger ati tal sel eats sere, Use Sut = sta soet range ofadaut ote, e CTRL + ea sic ma as 1 Gonwn Preonetuton tet ne rete ‘tek tn tend rice va he depart li: Taco Wes | Exe ten ‘Unie Kinga Sud arabia nar unted eats singapore used ar ertee ‘anaes ‘Account Fibld Dependencies , “This page alos youl dtne depencenio bewoen fois (2, dependent itt) epnraetigs O Field Dependencies | seton “conto Fiat [Stites Rang County Maite Bya3 fage . Poe dads 1 Page \agoats determines hoo detail and edit pages are opponiaed C-field docetions ) a poge seckon Custorizations 3 Gnd viluch ulds, seloted Ute and Castem licks are tr a user's Views #4 page dagok cortaols the postion and ow joni zortiomn Of the Fidds acd steloted Licks that ave visible +8. users when Wrewing a vecord. } % Pepe dots also bebp us 4g “corboal the visibly and edita. ~ billy of the dds on anitteoed # we Can set fields ativead—only ov hidden, and we con ako contd schichfelds require users +o eder a value ard which doxt * mye laos hold never be used +o mestwuet access to sensitive, dota thot a user shoiklwt view or edit. @Htheugh we Gan hide a field Fox oo ago, users Con shi access thot field ‘throwgh other ports of the Gp, Such os aie Repos or via the arr oS Conbut the which shandard ond Castor bulls dis Adoil pages and mcated lists poy on 60To crecte a mew page {ayouk or vnodly @ page logos, fellow the path Your narne —> setup —> Eipp sclup select the appropiate object and click > Gastomize L Pegs Hap eve se Fage Layee poge- 7 lick on New” loullor and . L Give the extshiog page Lagodt ko Clone Coptinaly ee eicee ao “tb page aloyouts L clk om * Edit” Leak ® lo the fae deg Eater, save® —> button is used to save the page logout afte Chovger snad € (Rehwn page i page ayost rege) Suk Save —> button cs used to the save “the QO ge loyost after Chonges nade CS en SAVE As >This is used -to cloning the poge apck ch! I I | I I I ! ! I I | ! I I I | I l ! I I t I | { I | 34. ae oye Properties —> used fu changing the -rame of Page Leyes Gastonining Reloled diphe- The Castornixieg aclabed lists includes the Gashomixiag “outlons Colarms ohsplayed colume order, avd wecord sort order of ardoted Lite on second detas | prges fo Solesfore ® Double click a related List on the, Layout to edit ik. Cuslowize the fields thet Aveplag wm sebted Lik: 1. Selec one or more fields ard use the arrous to oxld om temave he setup > Gr lowice ome eniced om cbyect —> click Record Types La click “lew” better Sheps: Elen the details % choose Mater fpr the Euiseg Record ype drop dow list te Copy all qrciloble pickle wolace ov choose an existe slecad, “ype spo clone ik pick list Values ® Baler a "Record Type object ‘ % Enter a Record “Type, Ware” This mame Can Corban oly that's unique within the me i underscores ard aigharumede Choracles and must be Unique tn oganizathin. For Oppentuny Case, head ard solution mecod Tres | Select 9 bueives poscers so odseualé with o record “lyre. | * Fete a description \ ® select ele checkhoe 40 activa the stecond -type | % select * Erable for profile” nett 40 profile sb make | cthe record types avaible fo uses with thot profile Select | ‘the checkbox tn cthe header vow -fo enable ik ef all. profiles % Select “Make Default” to make i the default recoral For vse of tak profile select -the checkboe in the header mow to make it the default for all profiles 64% Click ° Nel button step \n the step >" choose a poge lage option fo deter enine what rege legoxt disploy cpa mecords sith this stecord ype * To opty 0 Birgle page Leyak on alt profiles select “Aprly one layetk to all profiles’ ard choose. “the page lagos Prom tre dswp- down List % opty differet page oyoste based on user profile, Select» eyply o diffemt laqor for each prafile” andl choose o poge ages for each profile we cick “Gave” buen fo edit the velvet Of the skandad acd Custom pills ovcilale fr the aesord yr we chick » Save and New’ +o create andthe record type i | ey pa Heed Tee i “Fo Gusloenize the Velites to etord tyres pekiins 4. select he mecorl type ard citk “Edit” redt-to | one. of the eet Gelds fo custorize the Vales trclided for | the medsid type | BP Add any’ volte fawn the Gwilable vlues box or remove | enip values frum the Selected Valuer box Users will be able Ce" choose farm the itt of selected values when creatiag and | edbhog records | 3 Cpkorally, choose adefoult pickist Value | ae clk “Save” button. or ia6 Owsgaing Le ¥ After creating reco “ype and tnclditg piklist volves, les omd amen o Aefoult record-type odd Yecord -Iypes fo user profiles ond ong for each profile: when we add a xecod type to a profile, users vith tha profile can onze thot necord type to seconds they Crealé or edik Procedure A. Clik Your name —9 Setup > Monage Users Profiles d select a prafile. the Record Types aveilable for “hak profiles ave listed to -the Record Type sethags section 3: click “Kat meat to “the oppaepmete “yrs of second 4 Select a reco ype from the” Gveilable Record Types Vist ard odd A tothe selected Record Types List endl wake tk onnilolle +o uses with that profile “Master” is: a gftlew —peneroted mecord ype that's used when a record hab no Cucloen aecod types ausociobed with TL then “Masters se avaigned, use’s Cant se a record Ayre has daaming Record Creation ~Defeult” dleep-clown lick, choose a cleft vecad 66——s| Rae of, ; . pA taped Lesion | “The efllacing precede gee te ioferrettion about “the. onsigrieg Page ages faom a Customize 19° lego o Record Tyre rae Le click Your name —> Setup Gistomize —» Select the appre ~pralé object > cleck on Rage ago ov Recucl “Types 2 \n the page loyat or record page Type ist page, click page tayo Cveesgreect B chick “gait anngnmet * 4° when selecley Rage tagos Aueigarnets % click a Cell, Colt oe roa' ‘heeding do select all the tolle cells incthel catumn on Yer: 4 Press satiety click to delet anulbiple adjacet tole cel chums, ot Bows. % click ony Cell “ard chiog ho select a monge of Cells He chick “Neat a Raev” do view arith: set of eee pee: 5 Select ~thé bye ab Qneipemets ave baghlighted: Page ok Qe rmcts we Charge ave italia) urdil we save oun pinges S.A neceony select anther page Uy toasty eee Rage odo Use” Amp -clown List aed rtepeot the previous skp forte vo mye op 4. click “Save” bubbon . oFPage Layouts: For Standard Objects, Click Your Name > Setup > App Setup —> Customize -> Select an appropriate ‘object -> Click on "Page Layouts” -~> Click on "New" button For Custom Objects, Click Your Name ~> Setup > App Setup ~> Create --> Objects > Click on any object name--> Go to the "Page Layouts" section ---> Click on "New" button Account Page Layout reeteneae “Thuspaga slows yout creal dere ago lus to Goply Arco date Ar eroling page ayes, cick a Page yout Assia ula ocenvelahch pape you uses seo by det Tope Layout Amie rate etsy beh Accu larg Layout sega. 61200167 a obey 280120195 54 Pt oa) Accum a) Lye sou Beaty 6122091 817m patey 2002012551 PH anon) Acourappe Layout euecy. 120011617 Aa nay 2802016 84 Pu ea ont Acoant Layout [__ sree erzc0%1 897 Ae ngeany 174120126 A Create New Page Layout . Hevtruia rae @) © 15a open yur see an osng au cone pape yet ai cnn, YOU FG ay Wt MED re aS OS tone erased your eran ¢ wy : Sc Sr omg — SSSra Goi Dea Peet emma a +o tssachen Snpese an, speocant nese) ‘hyly Section Header On) Ow Pa Beira tmout ‘bey order 2 UY Column ® 2Cohmn «Le Top-Down“ remea ee oo cex.zeese Contacts canacttone Saye Prey samp Toe ren seerlegeorpanianFeited Ut Properiee contacts ‘elated Lit Properie- Contacts T¥ Soe ta eet etn eenaRecord Types: For Standard Objects, Click Your Name ~> Setup ~> App Setup ~> Customize --> Select an appropriate ‘object -> Click on "Record Types” --> Click on "New" button For Custom Objects, Click Your Name --> Setup --> App Setup --> Create --> Objects ~> Click on any ‘object name--> Go to the "Record Types" section --> Click on "New" button. 222 “Account Record Type : estem ovrew soe “Recount Recara Type > moitematinies > | pret mtmason i statin 7 taniay 2scor aston Tea Been ype 1 oserine Pane ‘Account oe ea e, name and desesipon fr he new rcord ype, Th2 MF" ype wil incu a be ick vals kom the 5g record ype sslecad below Ar saving the new record toe, you wl be ab gsm te lcs values. Record Type oo? sng fcr Tne 3 oes Mare eerton to make new acre anata rte Leers assigned to ths pew beable to este record fs pe een records. Tmo te newtecord ype the eal oa pre, elehe Mak Deak checibo. cist Porta Manage Stns ™Sec epg ya es sees ec wth reco IBS. ANE sving chee Ie aur Mae alate a ear © Asotrone ans apotes Account Layout - ey ase motores pote Prom age Layout Conia straper ‘outon ticeng Pete 3 cum Suppo Poe Resa V Taiv te e Pa ‘Customer ¢ ‘Use the Et ton to change ne props of Ns record Pe eg a nemo aslo oreo pet es vob for rotors hfs cot ype, feasts! cusaner teow ferteetane Cuter Description ae andy ental Yes oes OF eed ance 228 Pass aainirEeg hep @ Weed ie - 1 ewan ess sae 8 snweae 8 P wesmiaesm aowror2 296 PH avs 12.6Page Layout Assignment: ‘Account Record TypePesos PoonLaoutToUne: Accut(SerperDLaed = Seated rane eee Record yee ose a0p sohp Seu tg sre seco scmwil Gastro = A ANT Reese cose de The user(or qysene fo coses ard Leads) who corlrols ev has vig to that porkadar deka record. There ave -hoo a of Quoners!- tt & AQeues % Most stecowk hove an amiocioted Oveer. An coner howthe fdlowieg speceal proileges: 7 wi edit Lileks “end BT Record owners hove > Tonsfer copabili Full Ace — charge owners Access > Peletion Capabilities \wpodart assumption: thject Permissions enabled. XA is possible for a user to own @ vecodl and vot see kf they do tc fravethe “Read” pernission on the chyect Oxprizaton wide Defoults Bitauy shoring sellige Soadvals ‘ Role heravcha “he ellenog “the path for salig pert dle Defaults > byL setup > Securky Contr GL ae sellin \ rp Click Edit in cthe Opgorization wide Defaults | og ee ® Crganizaton woete Defaults efres the bnecline level off arccese +o data reads for all uses tn the Ogpirteaten % Omanizalion vole Defoulls ave used fo nestaict occess to deta A * OWD's com be defined onthe Cuctom as well as several standard objects arce WP ress (eel achies- “he ogra wie default Cown) access levels allow: “he Joltnoseg celine Lo be appbied to object vecorch @ Acces Level : Buble Full Access Copton cfr aby -the confoign jerk only) Actions: charge ownership ef recon Search records Report on Ye Cords Add slated ecards Edit details of vecod Deleti ecard 69

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