salesforce beginner's guide lab#5

8/14/2019 SalesForce Beginner's Guide Lab#5

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Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part V

Description:BISP is committed to provide BEST learning material to the beginners andadvance learners. In the same series, we have prepared a complete end-toend Hands-on Beginners G ide !or Sales"orce. The doc ment !oc ses onrelationship, !orm la !ield and c stomi#ation. $oin o r pro!essional trainingprogram and learn !rom e%perts.

History:Version Description Change Author Pu !ish Date"#$ %nitia! Dra&t Chandra Pra'ash Shar(a$" th )un *"$*"#$ Re+iew,$ A(it Shar(a $* th )un *"$*

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Contents(ontents.................................................................................................................... ...... )

*elationship in Sales"orce............................................................................................... +

"orm la "ield in Sales"orce.......................................................................................... ...

How To dd "orm la "ield ........................................................................................../ini Page 0a&o t in Sales"orce......................................................................................'+

( stomi#ation in Sales"orce.......................................................................................... '1

How can add Tab description ........................................................................................ '2

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Re!ationship in Sa!esForce3se relationship to associate one ob4ect to another ob4ect in sales"roce.com. Therelationship 4 st called parent o r child relation, create relation parent o r childrelation.

The ob4ect which on &o create a relation is called the child, &o can onl& create arelation !ield on the child ob4ect.

In Sales"orce &o have two option$#- Loo'up Re!ationship*#- .aster Detai! Re!ationship

$#- Loo'up Re!ationship :/ 0oo5 p !ield is non mandator& !ield b& de!a lt, deletingthe parent record will not a!!ect the child records, in loo5 p *elationship we havecreate )1 child.

*#- .aster Detai! Re!ationship - /aster detail !ield is mandator& !ield b& de!a lt,deleting the parent record will also delete all the associated records, master detailrelationship we have create ) parent.

(lic5 to setup -6 create -6 clic5 on !ield a!ter that &o !ind the Custo( Fie!ds 0Re!ationships in Custo( Fie!ds 0 Re!ationships clic5 on new b tton. and selectthe Loo'up Re!ationship *adio b tton. chec5 this ration b tton and clic5 to 1e2t b tton. &o can see below.

Step $ :/

!ter (lic5 1e2t b tton

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Step * :/ There is one dropdown men name is Re!ated List in this dropdown select an& val ewhich want to &o and clic5 to 7 e2t b tton. &o can see below .

Step 3 :/"ill the "ield 7ame and clic5 to 7e%t b tton.

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Select an& val e and clic5


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Step 4 :/(lic5 to ne%t B tton and Go ne%t screen.



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Step 5 :/

(lic5 to 7e%t b tton.

Step 6 :/(lic5 to Sa+e b tton.



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!ter that &o can clic5 on emplo&ee tab and chec5 the change on emplo&ee tab.

!ter Save &o can see that page .

I! &o want see position is dependent or not !or e%ample delete the an& position namea!ter that &o can see the changes.



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nd be!ore deleting S" :eveloper &o can see

(lic5 on Positions Tab and clic5 a!ter that clic5 an& !ield name and delete this !ieldE2 :/ Positions / 6 S" :eveloper /7 :elete&o can see below screen.

!ter delete Position name &o can see that !iled is empt& beca se these !ield depend

on position !ield.

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:epending


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For(u!a Fie!d in Sa!esForce"orm la "ield called (ross ob4ect !orm la !ield. nd the& are wor5 onl& in relationship. it can ma5e se o! vario s data and operations to per!orm the calc lation

How 8o Add For(u!a Fie!d :(lic5 to Setup /7 O 9ects -6 se!ect your custo( o 9ect E2 :/ E(p!oyees- and!ind Custo( Fie!ds 0 Re!ationships clic5 on 1ew B tton. and chec5 the !ieldFor(u!a &o can see below.

Step $:/Select "orm la and clic5 1e2t b tton .

Step * :/ Give the First La e! name and select For(u!a Return 8ype and clic5 to 1e2t b tton.

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Step 3 :/ In this step clic5 on %nsert Fie!d b tton a!ter that open pop p window &o ma& be

select &o r !ield clic5 to %nsert b tton .

!ter that &o can see that "orm la is add in te%t !ield. see below. There &o can see "orm la will add on te%t !ield clic5 to 1e2t b tton .

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Step 4 :/

!ter that clic5 to 1e2t b tton .

Step 5 :/i! &o want to add more !orm la !ield clic5 to Sa+e 0 1ew b tton else clic5 on Sa+e b tton.

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.ini Page Layout in Sa!esForce @o can de!ine mini page la&o t !or the records that appear in the mini view inSales"orce.

This allows sers to access in!ormation across m ltiple ob4ect and m ltiple recordst&pes on one screen witho t the se o! c stom !orm las, Ais al"orce pages, or an&other code.

/ini Page 0a&o t onl& show mandator& !ields.

@o can all so add new !ield on candidate list .how can open (ini page !ayout !ist in Sa!esForce :/(lic5 on the ( stom ob4ect =E% - Positions > and a!ter that clic5 on an& positionna(e

!ter that clic5 on Edit Layout

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There is no !orm la


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!ter That (lic5 on .ini Page Layout

!ter that &o can show bel ow screen on this screen &o can add the available itemand clic5 to Sa+e b tton.

!ter Sa+e &o can chec5 the emplo&ee list.

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!ter that &o can clic5 on Edit b tton and add item &o can show below screen.

!ter that clic5 to save b tton and see below. @o can seen that changes

?hen clic5 on an& c stom ob4ects Tab =E% - Emplo&ees > there is show list not ! ll&

describe &o can show below screen.


There is no /ore Tab


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How can add 8a description(lic5 to setup - 6 o 9ects -6 select on custo( o 9ects name=E% - Emplo&ees> clic5on this Tab and !ind the Search Layouts panel in this panel E(p!oyee 8a is showclic5 to Edit b tton.

!ter that add available !ield clic5 to Add b tton and save the data &o can chec5 itclic5 on emplo&ee Tab. see below.

a!ter save the data &o can see it in emplo&ee record available with details.


salesforce beginner's guide lab#5

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