SALESFORCE ADMIN

What is software?
● software is a set programs (sequence of instructions) that allow the users to perform a
well-defined function are some specified task
Program:
● a program is a combination of line of code
ex: java, c, python
What is CRM?
 Customer relationship management is nothing but a software or an application which
allows automate all the customer details
 We are using one readymade application called as CRM application
 We can automate all the existing customer and new customers information at one place
 We can maintain and track the customer interactions
 Maintain 360-degree view of customers
 We can increase customer revenue
Benefits of CRM:
 It is the world’s first on demand/cloud CRM
 Worlds #1 Leader in CRM Space
 It can be fitted for any organization for any team size
CRM Applications:
● There are 3 type applications
1. Standalone
2. Centralized and districted
3. Cloud based
Standalone Application: -
● It is a type of software that doesn’t come with any other independent software features.
● It is a desktop application where the user can access it without the need of internet
connection.
● It basically does not require any separate software to operate.
Ex: MS-word, calculator, games etc.…
Advantages:
1. Faster access
2. More convenient
3. Higher marketing effect
Centralized & distributed: -
● Here there are many systems connected to one main system.
● The main system is a highly configured system.
● The main system requires a
- Processing unit
- Server
- Database
● Here they need a network engineer and a desktop support engineer.
● 24/7 assistance is needed.
● If the main system collapses everything will collapses.
Advantages:
● Improve work quality
● Reduce cost
● Quick implementation of decisions
● A clear chain of commands
Disadvantages:
● Employees are not loyal
● Slowly working
● Poor work control system
Cloud based application: -
● cloud application is nothing but software that users access primarily through the
internet
● it is managed by the server and not user local machines.
● The access is going to depending on the google drive not a personal system, we access
the drive any device
● Server and processing unit is also virtual
● Lower Costs
● More Scalable

What is salesforce?
● Salesforce was founded in 1999 by Marc Benioff.
 ● Headquartered in San Francisco, California .
● It’s provided SFDC (salesforce dot com) technology
● [Link] offering one Readymade application as CRM
● which include all modules in a single platform
What does salesforce do?
● salesforce is a cloud-based CRM platform that enables business to manage customer
data, sales operations, and marketing campaigns
● Its provide features and tools businesses can use to improve customer relationships,
including customer segmentation, customer data management and customer support

What does salesforce work?

● Salesforce is a CRM platform and also a centralized platform for managing customer
accounts, sales, leads, activities, and more users can access
● salesforce through a web browser, mobile app, or desktop applications
● salesforce allows users to customize and create custom objects, fields, processes, and
reports and integrated them with other software products
Three types of cloud-based service: -
1. PAAS- Platform as a service
2. IAAS- Infrastructure as a service
3. SAAS- Software as a service

PASS (Platform as a service):

● PASS means platform as a service, is a type of cloud computing service
● It is providing a platform where we can build our custom applications for requirement
 ● Which doesn’t require any installation
● We can customize the existing salesforce CRM application
● We can develop the custom application from the scratch
Ex: [Link], Heroku, Google App Engine, Windows Azure, Apache Stratos, AWS Elastic Beanstalk,
and OpenShift

SAAS (Software as a Service):

● SAAS mean software as a service
● It is a type of cloud computing service
● When the customers are utilizing the readymade applications on rental basis to
automate his business processes, then we can call it as “Software as a service”
● Readymade application/ Pre built application

Ex: Microsoft Excel, Tally, Media Player

IAAS (Infrastructure as a Service):
● IAAS mean infrastructure as a service, it is a cloud computing service that offers the
rental computing infrastructures.
● The cloud provider provides various infrastructure services such as servers, virtual
machines, network
● No hardware or installations required
● All your data and applications stored and secure on salesforce cloud

Whist listing of IP Ranges: Setup of the login Ip Range

1. That means which ever IP Ranges locations you are giving the access to only there it is
going to work
 2. All this will be taken care by Network team or Desktop team Support engineers or
system engineers
3. As we are using trail developer edition, we giving the IP address ranging from [Link] to
[Link] which is a universal IP range

Home
|----->User
|----->Full name of user
|----->System Administrator
|----->Login IP Ranges
|----->New And give the IP Address range
|----->Save

Cloud computing:
● Cloud computing is a technology, we can store, we can process, we can access our data
through the internet.
● it does not store any data on your personal computer.
● Cloud computing is typically provided within a single organization.
EX: Amazon
Cloud storage:
● The cloud storage is a cloud computing model used to store the data and files securely
on the internet and it can be accessing any time from any location and it easy to share
with public network or dedicated private network
Profile: User have salesforce org they must be assigned with something called profile
1. User org controlled by profile
2. Every profile has a License
3. We will be paying for every license
Salesforce Have Different modules:
1. System admin/ App Builder
2. Platform developer
3. Lightning (Aura, LWC)
Roles and responsibilities of System Administer:
1. Creation of user accounts
 2. Resting the passwords
3. Maintain new use role
4. No installation works
5. Managing existing works
6. Company level settings
7. Permission to the new users
Roles and responsibilities of App builder:
1. It Is Zero coding platform, we can build application with no usage of code
2. It utilizes all functionalities of admin to build a beautiful application with zero coding
3. Point and click
4. Drag and drop

Admin App Builder Platform Developer Lightning

Zero coding flatform We build application Basic programming JavaScript
Built in functionalities Zero coding method Apex Programming Aura
Point and click Object Oriented programming Concept LWC
Drag and drop

Business Scenarios:
 Overall company success depends on marketing and sales
 B2B Marketing- B2B marketing strategies are used when a company is selling goods or
services to some other company
 C2B Marketing- In this type of marketing, the consumer gives goods or services to the
company
[Link]:
● Which is used to providing platform for the salesforce where you can develop own
applications
● These applications are connected to all the data that is stored in the salesforce
● [Link] consist of all the security controls that has the ability to manage the
applications and allow users to remove, edit, or create specific applications
Admin console: All the changes can be made of any existing application
⮚ 2 Different Interfaces of salesforce
1. End user i/f
2. Admin i/f
Admin interface: Any Application whatever you see the “Setup Screen” that id called “Admin
Interface”
End user interface: Any Application whatever you see the “Setup Screen” that id called “Admin
Interface” Apart from that any page you can going to see that is called “End user interface”

Salesforce has Different versions

i. Classic version:
● Classic version is the oldest version in the salesforce
● Designed in very simple way
● To design classic mode, we build the visual force pages
● This is not compatible mobile version

ii. Lightning version:

● This is the latest version of the salesforce
● This is the user interface
● This is also designed by simple way to design this we build lightning
components (Aura, LWC)
● This is mobile compatibility version
● This is single page application
● Using any smart device, we can access browser
● Adjusting the screen according to the screen

Classic Version Lightning Version

Build Apex pages Depend on Lightning App
Build Apex Programs Depend on Lightning Components
Depend up visual Force Working on Lighting I/f
Apex Programs

Salesforce Architecture:
● Salesforce Org
● Salesforce Standard Applications
● Standard objects
● Standard Fields
Salesforce Applications:
● Application is a collection of tabs.
● Application Classified into 2 types
● Standard application
● Custom application
 ⮚ Standard Application:
1. Applications created by the salesforce are called standard applications.
2. Standard applications can be customized.
3. Standard application cannot delete.
Example:
a) Sales Cloud, Service cloud, Marketing, Knowledge App…
⮚ Custom application:
1. Applications created by the user as per the organization business requirement
are called custom application.
2. Custom application can be customized or deleted as per business requirements.

Objects:
⮚ Object is nothing but a table
⮚ Any data we want to store in salesforce, will be saved to objects
⮚ There are 2 types of Objects
1. Standard Object
2. Custom Object
⮚ Standard Object:
1. These are the objects which already exist in the Salesforce platform to manage
the configurations and settings of the environment. Once you log in to the
salesforce platform, you can see the available objects
2. Standard application cannot be deleted, they can only customized
Example: Account, Contact, opportunities, Leads, products, campaigns, cases,
User, contracts, reports And Dashboards.

⮚ Custom Object:
1. Object which are created by the user according to his organization needs are
called custom object
2. All custom objects will have “_ _C” After the object name
3. Custom objects can be modified and deleted as per organization needs
Example: Customer__C, Loan__C, Payment__C

Marketing:
● Marketing is a business process to promoting and selling the products, services in
including market research and advertising is known as marketing

Marketing Sales life cycle:

Hot leads:
 Who are interested to purchase the product called HOT lead
Warm leads:
 Who are interesting on purchase but they will not sure to purchase
Cold lead:
 they are not interested to purchase, just enquiry about the product
Lead Mapping:
 The lead got converted into account, contact, opportunity, The process of conversion is
called lead mapping
Product:
 In Salesforce, "Product" refers to a standard object that represents a specific item or
service that a company offers for sale.
 It is used to store and manage information about the products or services that an
organization sells to its customers.
  The Product object in Salesforce typically includes fields such as product name,
description, code, price, quantity on hand, product family, and other relevant details.

App launcher
|----->Product
|----->New Product (Choose the appropriate field type)
|----->Save
Standard Price:
 specify the cost or selling price of the product
 This price can be used as a reference point for various sales processes

App launcher
|----->Product
|----->New Product (Choose the appropriate field type)
|----->Save
|----->Related
|----->Go to Price books
|----->Add Standard Price
|-----> Give the new price book entry’s (List Price)
|----->Save
|----->Add price book (Choose the appropriate field type)
|----->Click next and save

Price Books:
 A price book is a container that holds a list of products and their corresponding prices
 It represents a specific set of prices for a particular purpose, such as a standard price list,
a promotional price list, or a price list for a specific market segment.
App launcher
|----->Price books
 |----->New (Choose the appropriate field type)
|----->Save
|----->Related
|----->Go to Price books entries
|----->Add Products (which ever u created products add to add prdcts)
|-----> Give the List price (if Any offer is applicable give offer price)
|----->Save
Active:
 When product is available for use in sales transaction that is Active product
List view:
• List view basically tool, which will have help of filter the data and show the exact data to
you need
• List view allows you to see a filtered list of records, such as contacts, accounts, or
custom objects, leads
• List view shows list of records available under object
• We can choose which fields to display in list view
• We can also apply sharing and filter on list view
Opportunities:
 This is one of the standard objects
 A sales opportunity is a contact or on account which has been qualified
 Which represent the potential deals
 Every company promotes sales. The work is to find leads and create opportunity to
sell the product to them
There are 9 Opportunity stages
1. Prospecting
2. Qualification
3. Needs Analysis
4. Value Proposition
5. Id. Decision Makers
6. Perception Analysis
7. Proposal/ Price Quote
8. Negotiation/Review
 9. Closed
Prospecting:
 The first step of sales process
 Which involves identifying and contacting potential customers
 The goal of prospecting is to create a database of likely customers
Qualification:
 Another type of lead magnet to determine if the prospect is interested in
learning more about your products and service
Needs Analysis:
 Understand Customer Requirements
 Identify all stakeholders
 Influence the buying process
Value Proposition:
 Whatever amount Spending on product, we have to spending or not that is
called value proposition
Id. Decision Makers:
 The deal is ok to key decision maker, but co-decision makers approval is not
confirmed that’s called Id Decision makers
Perception Analysis:
 This stage involves conducting a detailed analysis of the prospect's requirements.
The salesperson works with the prospect to understand their specific needs,
challenges
 This information helps, the sales approach and propose a solution that addresses
their unique needs
Proposal/ Price Quote:
 At this stage, the salesperson creates and presents a formal proposal or quote
that outlines the recommended solution, pricing details, and any other related
terms and conditions.
 The proposal aims to demonstrate the value and benefits of the offering and
align it with the prospect's requirements
Negotiation/Review:
  This negotiation stage, the salesperson engages in discussions with the prospect
to address any concerns, negotiate pricing or contract terms
Closed Won:
 It means the deal is successful! Yes, we have done and dusted the deal
Closed Lost:
 It is an unsuccessful deal

Page layout:
• Page layout will specify how an object should be visible to the user
• Page Layout allows to us customize the design and organization of details and edit page
of records in salesforce
• Page layout can be used to custom links on standard and custom objects details and edit
page
• A page layout can be used to control the appearance of fields, related lists, and custom
links on standard and custom object details and edit page
• An object we can create multiple page layouts, but every profile one page layout
created
• Which fields in the object visible, in which order they should be visible, which format
should be visible, what are the buttons should be displayed, everything should
be control by the page layout
• Every page layout may have one mini page layout
• When a cursor of the record pop-up window will open showing that view of record
which is a mini page layout

Company Settings:
 Company settings are a collection of global attributes to describe the organization using
Salesforce.
 They consist of company, currency, fiscal year, support, and locale settings

Company Information:
 Set Organization Name, Primary contact, Division, Address, Phone Number
  Default locale:
• Affects the following display formats for new users in the organization:
- Date and Time
- User’s Name
- Addresses
- Commas and Periods in Numbers
• User’s individual local overrides the Org Default Locale
 Default Languages:
• All text and online help are displayed in the language
• Users individual Language overrides the Organization Default Language
 Default Time Zone:
• Primary time zone in which the organization is located
• User individual time zone setting override the Organization’s Default Time Zone
 Currency Locale:
• For single Currency Organization only
• The setting affects the format of currency amounts

Used Data & File Space:

• Breakdown your storage usage
• Data Storage: records (opportunities, Accounts, Contacts)
• File Storage: Attachments, Chatter files, Documents
Licensing Information:
 When new employees join in company: See how many remaining user and feature
License you have
 [Link] bills on total licenses, not an Active Users
Fiscal Year Configuration:
 Used for Organization’s financial planning
 Impacts Reports and Quotes
 Choose between Standard and Custom Financial year

Business Hours:
 Business Hours used for triggering case Escalation rules
  Use Different Business Hours sets for different Teams works on different country’s
 Use Blank business hours, that day org does not operate
 Holidays and add them to business hours sets

Holidays:
 Holidays are dates and times at which business hours are suspended. Business hours are the
days and hours that your support team is available

Language Settings:
 The salesforce Web user interface have two language settings
-Default Org Language:
• Applies to all new users until they select their Personal Language

- Personal Language:

• User can overwrite the Default Org language and set their own personal Language
License over view:
 License describe a set of features to be get accessible by user
 Each user should have a separate license, so that they can login into the organization
and can access the application, features, records.
 Each and every License granting some set of features which can accessible by user
Note:
- Every user should have license
- All the license information will get resides the “User license”

Licenses Information:

Set up
|-----> Company Settings
|----->Company Information
|-----> User Licenses

Types of Salesforce licenses:

1. Salesforce license/Full license/standard license
2. Platform License
Salesforce License:
 Granting both standard functionalities and custom functionalities
 We can access Standard and Custom
- Applications
- Objects
- Fields
 - Features
Everything accesses by using salesforce license
 They give 2 free Salesforce Licenses

Platform License:
 Purely concentration on “Custom functionalities”
 Ex: Custom applications
- Objects
- Fields
- Features
Along with few standard objects of salesforce Like
- Account
- Contact
- Document
- Task and Event
 They give 3 free Platform Licenses

Profile:
 Profiles is nothing but Mediator components between user and license
 We can able to grant the permission to the Users with help of profile
 1 profile assign to Multi user
 Each user associate with one profile only
 Profile is associate with License
 Through profile we can grant permission are
- Objects
- Fields
- Applications
- Page Layouts
- Tabs
- Record types
- General Permissions
- System permissions
- Custom permissions
- Administrative permissions
- Data sources
- Session settings
 - Password polices
- Login hours
- Login IP ranges
- Apex pages
- Visual force pages
- Named Credentials
- External data source
All the features grant the permission through profile

Types of profile:
It is 2 types of profiles
1. Standard profile
2. Custom profile
Standard profile:
 Standard profile means nothing but a Readymade profile, which has been given by
salesforce
 Standard profile cannot delete and cannot edited
Ex: - Standard profile
- Standard Platform profile
Custom profile:
 User can create the custom profile by organization needs
 Custom profile deleted and edited
API Name:
 The way of two and more compute programs communicate with each other called API
Name

CPQ:
• CPU stand for configure price quote
• It is a business software application designed for sales team to providing product
options and price with accuracy

C-configure:
• Pick out what a customer wants buy
• Show related offers and promotions
P-price:
• Provide relevant price for specific products
• Setup discount engine
• Allow offers and promotions
 • And let system calculate the final price based on customer choice
Q- Quote:
• Pdf that carries details of products
• Services, princess, term and conditions
• Legal and terminations
• Ability to sign online/electronic sign
• Quotes: sales people record and track the various product and price combinations given
to the customer
Picklist:
 It is a drop-down list
 We can enter 1000 options
 At a time, we can select one option
 Length of each option will be 255 characters
 All the options together it will be 15000 characters
 We can make first option as default

Classic Application:
 Application is collection of tabs.
 Application Classified into 2 types
1. Standard application
2. Custom application
 Standard Application:
1. Application created by the salesforce are called standard application.
2. Standard application can be customized.
3. Standard application cannot deleted.
Example:
a) Sales Cloud, Service cloud, Marketing, Knowledge App…
 Custom application:
1. Applications created by the user as per the organization business requirement are called
custom application.
2. Custom application can be customized or deleted as per business requirements.
 Steps to create custom application:

Setup
|----->Build
|----->Create
|----->Apps
|----->New App
 Step 1: Choose the application type as custom App.
Step 2: Enter app details
App Label: Shekar Bank
App Name: Shekar_Bank

Note: App Lebel: Application will be displayed to the users on UI with app label.

Note: App Name: this is the actual name of the application, Application will be referred pragmatically
using the app

Step 3: Choose the logo for the application

(We choose any one of externally available image in document object as logo)

Note: Width and Hight should be 300px and 55px

Note: Size should be more then 30KB and less then 20KB

Step 4: Choose the tabs and default landing tab.

Note: This will specify list of tabs that should be displayed in the application.

Note: Default landing tab:

Tab whose data need to be displayed on the home page of the application is
called default tab.

Step 5: Choose the profile for the whom the application should be visible

Visible: If we choose the visible option, Application will visible to the profile.

Visible and Default: If you choose visible and default option all the users with this profile, when they
login for the first time this application will be opened.

Lighting application:

Setup
|----->platform Tools
|----->Apps
|----->App Manager
|----->New Lighting App

Step 1: Enter the app details

 App Name : Payroll Management
Developer name: Payroll_Management
Description : Description about the application

Note: App Name: This is label name with which application will be displayed on UI

Developer Name: This the actual name of the application and developer will referring to this
application using this.

Step 2: Choose the navigation type Standard Navigation

Step 3: Choose the utility items that should be displayed on the utility bar
Example: Chatter, Call, etc.
Step 4: Choose the list of tabs that should be displayed in the application
Step 5: Choose the profile for whom the application should be visible

Q:: How many custom application we can build??

Ans: Depend on the Edition we have choosen

Edition Apps

Unlimited Unlimited apps

Enterprise 10 Apps

Developer 10 Apps

Professional 5 Apps

Objects
 Object is nothing but a table
 Any data we want to store in salesforce, will be saved to objects
 There are 2 types of Objects
1. Standard Object
2. Custom Object
 Standard Object:
1. Any object created by the salesforce to meet the global CRM requirements is called
standard objects
2. Standard application cannot be deleted, they can only customized
Example: Account, Contact, Document, User, etc.

 Custom Object:
1. Object which are created by the user according to his organization needs are called
custom object
 a. All custom objects will have “_ _C” After the object name
2. Custom objects can be modified and deleted as per organization needs
Example: Customer__C, Loan__C, Payment__C
 Objects will fall under model part of MVC (Model-View-Controller)
 Every object will have 3 character unique ID, Based on this salesforce recognize the object

OBJECT ID

Account ------------- > 001

Contact --------------> 003

Use --------------> 005

Opportunity-----------> 006

Lead --------------> 00Q

Contract --------------> 800

Order --------------> 801

Case --------------> 500

 We can create custom objects in 3 ways

1. Standard navigation
2. Schema Navigation
3. Metadata Soap api webservice (Webservice program)
 Standard Navigation:

Classic:

Setup
|----->Build
|----->Create
|----->Objects
|----->New custom object

Lightning:
 Setup
|----->Platform Tool
|----->Objects and fields
|----->Object Manager
|----->Create
|----->New Object

Step 1: Enter Label: Customer

Note: Objects will be displayed in the UI with this label name

Step 2: Enter Name: Customer

Note: This is the actual name of the object and object is referred programmatically

Step 3: Enter plural label: Customer

Note; If you’re creating any tab for object, Label that should be displayed on the tab is called
Plural Label.

Step 4: Contest Sensitive help:

a. On every object salesforce will create one standard link foe ‘help for the page?’ when click on
link this link, supporting help document will open, which is called contest sensitive help.
b. There are two options

[Link] the standard [Link] help & training window

Note: If you choose this option , salesforce standard help page will open

3. open a window using a visual force page

Note: If you choose this option, we can choose any one of the visual force page as help page

Tab:
• Tab basically interfaces between user interface and applications

• A tab is alike a user interface that is used to build records for objects and to view the records in
the objects

Fields
We can create custom fields in three different ways:
[Link] Navigation
[Link]
[Link] Soap Webservices
Standard Navigation:
Setup
|----->Object Manager
|-----> Choose the object
|-----> Fields and relationships
|----->New

Step 1: Choose the data type

Step 2: Enter the field details

Step 3: Next

Step 4: Give the Permission to the Profiles Click Next

Step 5: Save

Note: Every custom fields have _ _C append to the Name

Schema Builder:
Setup
|----->Object Manager

|-----> Schema Builder

|-----> Choose the object

|-----> Click on Auto_Layout
|----->Choose the elements and drag and drop
Data Types In Fields:

[Link] box:

• This type of field can store the value of true or false

2. Date:

• This field can store the instance of particular data in the calendar

3. Date time:

• This field can store data along with the time

4. Time:

• This will store instance of a time

[Link]:

• This is used to store currency values (dollar or rupees)

• Maximum length is 18 characters(length of integer +length of decimal )

• Ex: 1234.00(4+2), 123456.098(6+3)

6. Geolocation:

• This will store longitude and latitude values

7. E mail:

• This will store email address

8 . Number:

• This is used to store numeric values

• Numerical value can be integer or decimal

• Maximum length is 18 characters

9. Text:

• This will accept alphanumeric data

• Maximum length is 255 characters

• Data should be in single line

[Link] area:

• This is accept alphanumeric data

• Maximum length is 255 characters

• Data should be in multiple lines

• 11. Text area(long):

• This is will accept alphanumeric data

• Minimum length is 255 characters

• Default length is 32768

• Maximum length is 1,31072 characters

• Data should be in multiple lines

[Link] area (rich):

• This will accept formatted data

• Default length is 32768 characters

• Maximum length is 1,31072 characters

• Multiple linens data should be

• Formatted data means a line left , alien right, bold, italic…..

[Link]:

• This is store the URL of the page

• Allows users to enter a valid website address

[Link] list:

• It is a drop-down list
 • We can enter 1000 options

• At a time we can select one option

• Length of each option will be 255 character

• All the options together it will be 15000 characters

• We can make first option as default

[Link] list multiselect:

• It is a drop down list

• We can enter 150 options

• Maximum we can select 100 options

• Length of is 40 characters

• All options together it will be 1500 characters

16. Phone:

• This will store phone number

[Link](encrypted):

• Allows users to enter any combination of letters and numbers and store them in encrypted
format

18. Percent:

• Automatically percentage sign is added

[Link]:
 • Formula data type on red-only fields that automatically calculate a value based on other fields or
a formula.

• Formula fields do not store or have actual value. they will be calculated from the fields of the
same object or other

linked objects

20. Auto number:

• When auto number data type is selected a system-generated sequence number that uses a
certain display format

that we define.

• Auto generated numbers will be increment for every record we create.

21. Roll-up summary:

• Roll-up summary is also a read only field type

• By using this roll-up summary data types we are able to make some mathematical calculations
like sum, maximum,

minimum values of a fields

[Link]:

• Lookup means relation to link the one object to another object

Compact layout:

• Compact layouts control which fields appear in the header

Or

• A tab or highlight panel on top of the record

• Page for each object with specific fields of that object

Search layout:

• Ordered group of fields that are displayed. When a record is presented in a particular content
such as in search results

Pick list:

• Pick list offers a selection of options available for specific field in a salesforce object such as a list
of regions

Formula Fields And Operations:

Formula
 • It is a data type

• This data type used when we want to system generate the value based on the business logic

• There are two types of formulas

1. Simple formula: if you want to write a simple rule using the field of the record
2. Advanced formula: if you write a complexed rule, using the fields of the records and its master fields
using predefined functions

DATE AND TIME FUNCTIONS:

TODAY (): This will return to day date

NOW (): This will return current date and time

MONTH(Date): this will return the month in the given date

YEAR (date): This will return the year in the given date

HOURS (time): this will return

WEEKDAY (date): this will day in the week

TIME VALUE(DATE/TIME): this will return time from date and time

SECOND (): = Return seconds value form of a number from 0 through 60

MILLISECOND: Returns a millisecond value in the form of a number from 0 through 999.

MINUTE : Returns a minute value in the form of a number from 0 through 60.

LOGICAL FUNCTIONS:

IF () = determines if expressions are true or false. Returns a given value if true and another value if false.

ISNULL (value):if the value is null, it will return true

This is used for the numerical fields

ISBLANK (value):this will return true, if the value is blank

(this is used for text field)

ex: if(Cond , value1,value2)

If condition is true value1 is given, condition is false value2 is given

NOT ()= if returns false for true and true for false

Operators:

1 math operators:
 • + (Add) = calculate the sum of two values

• -(sub) = calculate the difference of two values

• *(Mul) = multiplies its values

• /(Divide) = divide its values

• ^(exponentiation) = raises a number to the power of a specified number

• () (open parenthesis and close parenthesis) = the open parenthesis is used to begin
parenthetical text. The close parentheses denote the end of parenthetical text

2 logical operators

• < (less than) =Evaluates if a value is less than the value that follows this symbol.

• > (greater than) = Evaluates if a value is greater than the value that follows this symbol.

• <=(less than or equal) = Evaluates if a value is less than or equal to the value that follows this
symbol

• >=(Greater than or equal) = Evaluates if a value is greater than or equal to the value that follows
this symbol.

Text operator:

& and + (Concatenate) : connect two or more springs

1 Calculate the age:

EX : emp age

Using formula:(TODAY()-DOB_C/365) - using date and time function

2. Create emp id using formula:

Left (text, number of characters) +Right (text, number of characters)-using text functions

Left: return the specified number of characters from the start of a text string

Right: return the specified number of characters from the end of a text string

Validation rules:

• Validation rule can contain a formula or expression that evaluate the data in one or more fields
and returns value of true or false

1 . create DOB field calculate the age

Formula: - TODAY()-DOB_C/365

[Link] the interest of the amount using formula

• Field —->Amount, data type (currency)

 • Field —-->Rate of interest, data type (currency)

• Field—--->months , data type(number)

• Formula :- Amount*Rate of interest*months/100

• Display field Total amount

• Ex: amount=10000, rate=2,months=12.

• Total amount=12400

[Link] the salary field is 10000 the total salary should be increase 10%

formula: if(salary>10000,(salary salary*0.1),salary)

4. Valid age rule apply validation rule

• Age_c<18 applicable for dob

• Total experience=Age-18<total exp , Age-total exp<18

• Relevant experience= total exp<relevant exp,

• I want error an the total experience

• relevant>total exp, field type = total

5 Multiple: - this formula calculating consulting days times 1200 given that this formula field is a
currency data type and consulting charges a rate of1200 per day

consulting_days_c*1200 (formula )

VALIDATION RULE:

 Price detail every time not less than zero, greater than 0 only
 Rule: price<0
 Error msg: price should not be negative values

ex: price=-100 error raised

Types of Errors:

 There are 2 types of Errors

1. Syntax Error
2. Semantic Error

RELATIONSHIPS:

• Relation between two objects

• Relationship in the way to connect two or more peoples

 • Relationship is two way association between two objects

• It is a part of database system

• There are 5 types of relationships

1 . look up relationship

2. Master detail relationship

3. Many to many relationship

4. Self relationship

5. External lookup relationship

1. Lookup relationship: -

• Lookup relation is a data type of a field

• We can create a lookup field on standard object and custom object

• It is a field type relationship

• Lookup relationship build a relation between two objects

• It is always one step process

• It is a one to many relationship

• Lookup create for one object up to 40 relationships

• Lookup is not a required field, can not support rollup summary in a field and it is a child and
parent relationship

• When you deleting the parent object record, the child object data not effecting

• It is a loosely coupled relation and child existence does not depending one parent

• Parent is not require while creating child record

• Lookup is self relation and it is a optional field

• Lookup fields will store id of the parent

Master detail relationship:-

• It is used to when we want to control the display of details records based on the value in the
master record

• It is a parent child relationship

• A master detail relationship is required field

• Can we either 1 or 2 step process also depending on the situation

 • When you deleting the parent object record , then child object data also deleted

• One object act the parent and child in a master detail relationship

• Master detail relationship should be used when the relation is tightly coupled relation ,means
where child records existence depending on the parent

• The number of master detail relationships that can be used is limited to 2

• Rollup summary field can be created in a master detail relationship , child record must have a
parent

• Sharing rules are inherited from the master to the detail record

Automation:

• Automatically sequential number will be generated

Rollup summary:

 A rollup summary field calculate values from related records, such as those in a related list

 A rollup summary field is one that aggregates data from a child object to a parent object that
share a master detail relationship

 Relationship field type relationship

 Rollup summary available only parent object it’s become a read only field
• Rollup summary fields can be use COUNT, SUM, MIN, and MAX, functions

 SUM: it totals the values of selected field

 MAX: Display the highest value

 MIN: Display lowest values

 Rollup summary field can be created only in object which is referred as object with a master
detailed relationship field

 Rollup summary field can only create for master detail relationship

 Rollup summary can not be created for lookup relationship

 We can not change field type of a field that we reference in a roll-up summary field.
  Auto numbers are not available here.

 Roll-up summary fields are not available for mapping lead fields of converted fields.

Many-to-Many Relationship:

 Many-to-many relationships between two objects can be created.

 You can use master detail relationships to model many-to-many relationships between any two
objects.

 Many -to-many relationship allows each record of one object to be linked to multiple records
from another objects.

 Many-to-many relationship build relation between two objects using junction object.

 EX: If Mr.A leaves the company then data will be deleted , but data is not deleted in the
database.

Junction Object:

 Junction object is a type of a custom object which allows linking to objects.

 It provides many-to-many relationship in two master detail objects.

 It is a custom object where we are not going to create tab.

 If we are going to create tab as visible but for me going to utilize this object for my requirement
not for visibility.

 It can store common data.

 For Ex: Employee relevant data deleted in one object but another object data is not affected.

Difference between Formula Field & Role of Summary

 Formula fields calculate values using fields within a single record and rollup summary fields
calculate values from a set of related records, such as those related in list.

External Look-up Relationship:

 This field is used to connect the external object with another external object.

 External objects and relationships are used to access data stored in an external system, but
without storing them physically in salesforce.

Self-Relationship:

 Self-relationship is nothing but creating relationship between two same objects.

 This self-relationship is a look-up relationship to the same object.

 When an object has a lookup with itself, then it is a self-relationship.

Data loader:

 Data loader is a ETL tool given by salesforce

 This tool is used to work with bulk data

 This will support up to 5 million records

 This will support the operations of insert, update, upsert, delete, export.

 Data loader will be working as non-atomic (any one the record fail only that record fails that rest
of operations success)

Data import wizard:

 The data import wizard makes it easy to import data from many standard sf objects, including
accounts, contacts, leads, solutions, campaign members and person accounts. You can also
import data for custom objects you can import 50000 records at a time.

 The data import wizard tool can be used to import data, update data, or upset data in to
multiple standard objects and custom objects within salesforce.

 The data import wizard is a tool that allow to you import data from csv (comma separate value)
files in to your sf organization. You can use it to create new records or updating existing records
in your organization.

Who can access data import wizard:

 Users who are not administrators can also the data import wizard from their personal settings to
import accounts, contacts, leads, person accounts click standard objects.

Deference between data loader and data import wizard

 The data import wizard by supports certain standard objects and does not support opportunities
so use the data loader when working with opportunity record.

 Data import wizard importing up to 50000 records and data loader importing up to 5 million
records.

 Data import wizard can only insert, update, upset, only but data loader used to insert, update,
upsert, delete, export.

 Data loader is asynchronous (we cannot guarantee which order the data insert) insert and
update the data ID is required.

Csv (comma separate value):

 A csv file is a text file that has a specific format which allows data to be saved in a structured
format.

 Csv and excel [Link] are two different files extensions containing data.
  The difference is csv or comma separate values the data is in text format separated by commas.
While in excel or xls information is in tabular form in rows and columns

Lead auto response, web-to-lead

Lead auto response:

 Auto-response rules let you automatically send email responses to lead or case submission
based on the records.

 Ex: You can send an automatic reply to customer to let them know some one at your company
received their enquiry.

There are two types of auto responses.

 Lead auto response rule: Using lead auto response rule we can send automated email
responses to leads created by web-to-lead.
To create a Web-to-Lead response rule, from Setup, enter Auto-Response Rules in the Quick Find box,
then select Lead Auto-Response Rules

Create Auto-Response Rules

1. Click New.
2. Enter the rule name.
3. To activate this rule, select Active.
4. Click Save.
Create rule entries

Web Leads Relation:

Create web-to-lead forms that capture information about visitors to your web site.
The Web-to-Lead functionality in Salesforce generates a form which can be integrated in your website.
This form then captures data which is used to create a new lead in salesforce.

 Case auto response rule: Using case auto response rule we can send automated email
responses based on case created by

 Self-service portal.

 Customer portal.

 Web-to-case form

 E-mail to case message.

Note: Auto-Response rule will not trigger if the records are created manually through UI (User Interface).

E-Mail Template:

 An E-Mail template is a pre-formatted email that you can used to create and send emails
quickly.

 Use email templates in salesforce to increase productivity and ensure consistent messaging.

 There are two types of E-Mail templates.

1. Classic version E-Mail templates.

2. Lightening version E-Mail templates.

Classic version E-Mail templates:

 You can create four types of Classic E-Mail templates. They are: Text, HTML, Custom and Visual
force.

 You can add text, merge fields, attach files in all those types of E-Mail templates.

 Classic E-Mail templates are old at powerful way to consider all cases.
  While Lightening E-Mail templates give power to the user to generate and control email
templates. The classic email templates are more controlled.

 They can be used in business automation email alerts.

 They can be packaged and deployed through ANT/SFDX/change-set (devops).

 Complex data can be displayed leveraging visual force templates.

Lightening version E-Mail templates:

 Lightening E-Mail templates can have merged fields on the templates based on the organization
details, recipient, sender and related entity or object.

 E-Mail template cannot be packaged i.e., they cannot be retrieved/deployed via

ANT/SFDC/change-set (devops).

 Permissions creating and modifying email templates can be provided at profile/permission set
level.

 Lightening E-Mail Alerts cannot be used in email alerts.

Letter Head:

 A Letter head defines the logo, page colour and text settings for your HTML email templates

 Use Letter heads to ensure a consistent look and feel in your company’s emails.

 Letter heads are available in API version 12.0 and later.

 Fields: With the exception of the logo and horizontal and vertical alignment, all of those fields
are required.

Field Name Field Type

Available Boolean

Background colour String

Body Colour String

Footer Letter head header footer

Header Letter head header footer

Middle Line Letter head line

Letter Head Header Footer:

 Letter head Header footer represents the properties of a header or footer.

 Letter head line represents the properties of a line.