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Salesforce Training By Mohan - VLR Training Institute – Contact: +91-6301332114
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Class-1&2)

Topics:
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- Overview about saleforce
- Objects in saleforce?
- Tabs
- Fields
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- Overview about saleforce

- Header section
* Global search
* Switch to lightning
* User menu drop down
* App Menu
* Tab Section
- Open each Tab
- Adding Tabs to app

- User dropdown
- Apps

- What is the object in saleforce?

* Tables In Excel sheet are are nothing but Objects in saleforce
(Understand the Coulumsn,Rows in Excel)
* Columns in Excel sheet are nothing but Field in saleforce
* Rows in Excel sheet are nothing but Records in saleforce
* Tables are used to store the data in Excel sheet
* Objects are used to store the data in saleforce Database

- Create an object in saleforce. The name of this object is 'Student'

* Before creating an object in saleforce first create a Table in Excel
sheet along with columns and rows
and enter student details in that sheet
* Now we have all students data available in Excel sheet
* Go to saleforce org/account, login with your username and password.
Create an object with 'student' name
* Understand the meaning of Label, plural name, and API Name
* APIName is appened with __c

- Create a Tab for the 'student' object

* Why we need Tab or what is the Tab ?
- Tab is used to display the saleforce Records in front end
* Create a new Tab for 'student' object. Open the Tab and create records
which are already available in Excel sheet
(Don't create new fields now)
* Once record is created then few new fields will be displayed with data.
Those are 'created by','LastModified by',
'Owner'. These are called standard fields.

- Delete the 'student' Object

* Once you delete the object, it will be available for 15days and after it
will perminatly deletes
* We can undelete the deleted object (If object is available in deleted
list)

- Objects In saleforce:
 * Standard
- These objects are already created by saleforce. We can not create
these objects
- We can not delete these objects
- create -> Build -> customize -> All objects are standard objects
- Few standard objects are -> Activities, Campaigns, Leads,
Accounts, Contacts, Notes , Opportunities....etc.
- Tabs for standard objects are already created by salesofrce

* custom
- The objects which are created by users are called custom object
- we can delete these objects
- We can delete tabs for these objects

* How to identify whether an object is standard or custom?

- Standard object APIName does not append with __c
- Custom object APIName does append with __c

- App Creation
* Institute
- Fields
* Standard
* custom

- assign that tab to the application

- All Tabs -> Customize my tabs -> [Add new tab | remove existing Tab |
Order the existing tab]

- How to create a field in salesofrce

- setup -> objects -> select the object -> custom fields -> create a new
field

- Field Types
- Stnadard fields
* owner
* name
* createdby
* lastmodifiedby

- Custom Fields
* User created fields. these fields are not created by salesofrce by
default.
* Delete the field
- Objects
* Stnadard
- create -> Build -> customize -> All objects are standard objects
* custom

- Database
- Oracle database
- it will be available in cloud[in saleforce servers around the world]

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Salesforce Training By Mohan - VLR Training Institute – Contact: +91-6301332114
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Class-3)
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Topics:
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- App Creation
- Tab assignment to the app
- Fields
* Fields creation in saleforce
* Field Types
- Quick access menu
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- App Creation
* Institute
setup -> Build -> Create -> apps -> new -> add all the details -> save

- Assign student object tab to the 'Institute' application

- There are 2 ways available to assign tabs to the applications.
1. From customize symbol
2. From App Page

- All Tabs -> Customize my tabs -> [Add new tab | remove existing Tab |
Order the existing tab]

- Fields
* Custom Fields
* Data Types

- How to create a field in salesforce

- setup -> objects -> select the object -> custom fields -> create a new
field

- Field Types
- Standard fields
* owner
* name
* createdby
* lastmodifiedby

- Custom Fields
* User created fields. these fields are not created by salesofrce by
default.
* Delete the field
- Quick access Menu:
* It will be available on clicking the Tab and on each record detail page
* Its usage is, take user to the object detail page in a quick way.
* It is the short cut to open the object detail page

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Salesforce Training By Mohan - VLR Training Institute – Contact: +91-6301332114
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Class-4)
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Topics:
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- Different field datatypes
- Required Field creation
- Help
- Picklist Field
* Replace picklist values
* Default value
- Unique field (email field)
 - URL field
- Clone Records
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- Picklist field

- Default value for picklist field

- picklist field -> values -> edit the value -> make default
- help text
- Email [unique]
- Date
- Currency
- check
- URL
- Autonumber

StB3-{0}
start number = 1

StB3-0001
StB3-0002
StB3-0003
--
StB3-9
StB3-10
- Multipicklist
; ; ; ;

- encrypted field
bac123456
XXXXXXXXX

xxxx-xx-3456
- Text area rich

- Unique field (email field)

- URL field
- Clone Record:
* Used to copy of the record data to another new record
* We use clone functionality on all salesforce objects [standard and
custom]
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Salesforce Training By Mohan - VLR Training Institute – Contact: +91-6301332114
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