Salesforce Implementation Exercise

Instructions:

● Click here to create a new Salesforce Developer Account (free trial)

● Please do not enter your mobile number in your user details.
● Exercise should be done in the Salesforce Lightning interface.
● In the new Developer Org you just created, please implement the following tasks and do unit
tests.
● Field Names, Report Names, and List View Names (Labels & API Names) should be exactly
as it is mentioned below.
● Ensure that you read and consider the notes against each task (Example, 4 th Column for Car
Object).
● Please ensure that you have enough test records in the dev org for the given tasks.
● The purpose of this assessment is to test your Salesforce implementation skills, and logical
ability in data models, flow design, and formulas.
● Assessment evaluation is carried out by a Salesforce Partner and the results will be final.
● For fair practice, the evaluation team will do UAT, and implementation level checks and will
allow up to three errors.
● Please whitelist all IPs once you complete the test.
● Please share admin user credentials with the org after completing the assessment.

Notes:
● You can use online material as much as you want.
● It is recommended that you do document what you are doing. We might have some questions later.

Car App

1. New Object: Car

Field Name Type Values Notes

Name Text
Red
Blue
Green
Yellow
Car Color Picklist Grey Validation Rule: Car color is required.
Car License Number Text
Car Manufacturer LookUp Mandatory in field setup
Car Current Owner LookUp Car owners doesn’t have access to Salesforce
Long
Car Description Text

Mini
Supermini
Family
Manager
Car Category Picklist Premium

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2. Contact Object
Field Name Type Values Notes
Driver
Customer
Contact
Category Picklist VIP Mandatory field in layout
Red
Blue
Green
Favourite Color Picklist Yellow
Driving License
Number Text Mandatory field in layout
Number of Updates Integer Read-Only field in layout

2.1. Add Related List “Related Cars” to page layout.

2.2. New List View, label “New List View” with following columns:
I. First Name
II. Last Name
III. Mobile
IV. Email
V. Category
VI. Favorite Color
VII. Driving License Number
VIII. Number of Updates

3. Report
3.1. Label “Cars Overview Report” - All cars grouped by Car Color with pie-chart or doughnut
and display all values and percentage.

4. Email Templates
Whenever a car license number is updated send below email to the car owner.
Email Example:
Hi Eric,

Your Toyota Innova Car License number MH14CS9977 was updated on 25/4/2017.

Thank you,
John Dow
DMV Customer Service

The content of this document is confidential and intended for the recipient specified in the email message which this was sent. It is strictly
forbidden to share any part of this document with any third party, without a written consent of the sender. If you received this message by
mistake, please reply to this message and follow with its deletion, so that we can ensure such a mistake does not occur in the future.
5. Formula Fields:
5.1. Short License Number on Cars Object.
If the field ‘License Number’ is not empty, ‘Short License Number’ will show the first
2 numbers from the left.
Example:
License Number = 123456789
Short License Number = 12
5.2. Car Rating on Cars Object.
If Car Color = “Red” and the Car Category = “Mini”, then Car Rating = 1
If Car Color = “Blue” and the Car Category = “Manager”, then Car Rating = 2
If Car Color = “Yellow” and the Car Category = “Premium”, then Car Rating = 3
Else, Car Category = 0

6. New Business Process:

6.1. When driving license number is updated send an email alert to Contact.
Email Example:
Hi Eric,

Your Toyota Innova Car License number MH14CS9977 was updated on 25/4/2017.

Thank you,
John Dow
DMV Customer Service
6.2. When car color is updated:
If Car Color = ‘Red’ – Car Category will be updated to ‘Mini’.
If Car Color = ‘Blue – Car Category will be updated to ‘Manager’.
If Car Color = ‘Yellow – Car Category will be updated to ‘Premium’.

6.3. Whenever a contact is updated:

Update the field: “Number of Updates” by 1.

The content of this document is confidential and intended for the recipient specified in the email message which this was sent. It is strictly
forbidden to share any part of this document with any third party, without a written consent of the sender. If you received this message by
mistake, please reply to this message and follow with its deletion, so that we can ensure such a mistake does not occur in the future.